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3 Magnificent Mutual Funds to Maximize Your Retirement Portfolio
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It is never too late to invest in mutual funds for retirement. As such, if you plan to invest in some of the best funds, the Zacks Mutual Fund Rank can provide you with valuable guidance.
The best way to shortlist great mutual funds is to ensure solid performance, diversification, and low fees. Some are better than others, but utilizing the Zacks Mutual Fund Rank, we have identified three mutual funds that could be solid additions to one's retirement portfolio.
Let's break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
Cambiar Opportunity Investor (CAMOX - Free Report) : 0.86% expense ratio and 0.6% management fee. CAMOX is part of the Large Cap Blend section, and these mutual funds most often invest in firms with a market capitalization of $10 billion or more. By investing in bigger companies, these funds offer more stability, and are often well-suited for investors with a "buy and hold" mindset. CAMOX has achieved five-year annual returns of an astounding 14.1%.
Fidelity Stock Selector Allocation Cap K (FSSKX): 0.42% expense ratio and 0.35% management fee. FSSKX is a part of the Large Cap Growth mutual fund category, which invest in many large U.S. companies that are expected to grow much faster compared to other large-cap stocks. With yearly returns of 14.72% over the last five years, FSSKX is an effectively diversified fund with a long reputation of solidly positive performance.
Thornburg Investment Income Builder R5 (TIBMX): 0.99% expense ratio and 0.69% management fee. TIBMX is an Allocation Balanced mutual fund. Allocation Balanced funds look to invest across asset types, like stocks, bonds, and cash, and including precious metals or commodities is not unusual; these funds are mostly categorized by their respective asset allocation. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 13.93% over the last five years.
We hope that your investment advisor (if you use one) has you invested in one or all of the top-ranked mutual funds we've reviewed. But if that isn't the case, it might be time to have a conversation or reconsider this vitally important relationship.
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3 Magnificent Mutual Funds to Maximize Your Retirement Portfolio
It is never too late to invest in mutual funds for retirement. As such, if you plan to invest in some of the best funds, the Zacks Mutual Fund Rank can provide you with valuable guidance.
The best way to shortlist great mutual funds is to ensure solid performance, diversification, and low fees. Some are better than others, but utilizing the Zacks Mutual Fund Rank, we have identified three mutual funds that could be solid additions to one's retirement portfolio.
Let's break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
Cambiar Opportunity Investor (CAMOX - Free Report) : 0.86% expense ratio and 0.6% management fee. CAMOX is part of the Large Cap Blend section, and these mutual funds most often invest in firms with a market capitalization of $10 billion or more. By investing in bigger companies, these funds offer more stability, and are often well-suited for investors with a "buy and hold" mindset. CAMOX has achieved five-year annual returns of an astounding 14.1%.
Fidelity Stock Selector Allocation Cap K (FSSKX): 0.42% expense ratio and 0.35% management fee. FSSKX is a part of the Large Cap Growth mutual fund category, which invest in many large U.S. companies that are expected to grow much faster compared to other large-cap stocks. With yearly returns of 14.72% over the last five years, FSSKX is an effectively diversified fund with a long reputation of solidly positive performance.
Thornburg Investment Income Builder R5 (TIBMX): 0.99% expense ratio and 0.69% management fee. TIBMX is an Allocation Balanced mutual fund. Allocation Balanced funds look to invest across asset types, like stocks, bonds, and cash, and including precious metals or commodities is not unusual; these funds are mostly categorized by their respective asset allocation. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 13.93% over the last five years.
We hope that your investment advisor (if you use one) has you invested in one or all of the top-ranked mutual funds we've reviewed. But if that isn't the case, it might be time to have a conversation or reconsider this vitally important relationship.