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3 Top-Performing Mutual Funds to Consider for Your Retirement Portfolio
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Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds.
The easiest way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Using the Zacks Mutual Fund Rank of over 19,000 mutual funds, we've identified three outstanding mutual funds that are ideally suited to help long-term investors pursue and achieve their retirement investing goals.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
If you are looking to diversify your portfolio, consider Fidelity Select Brokerage and Investment Management (FSLBX - Free Report) . Sector - Finance funds offer a stable, diversified approach to investing that focuses on the financial industry, an infamously large, complex, and heavily-regulated space. This fund is a winner, boasting an expense ratio of 0.68%, management fee of 0.67%, and a five-year annualized return track record of 22.31%.
Franklin Small Cap Value Adviser (FVADX). Expense ratio: 0.7%. Management fee: 0.55%. FVADX is a Small Cap Value mutual fund option, which typically invest in companies with market caps under $2 billion. This fund has managed to produce a robust 12.5% over the last five years.
Goldman Sachs Tax Managed Equity A (GCTAX): 1.01% expense ratio and 0.64% management fee. GCTAX 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. With a five-year annual return of 13.75%, this fund is a well-diversified fund with a long track record of success.
These examples highlight the fact that there are some astonishingly good mutual funds out there. If your advisor has you in the good ones, bravo! If not, you may need to have a talk.
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3 Top-Performing Mutual Funds to Consider for Your Retirement Portfolio
Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds.
The easiest way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Using the Zacks Mutual Fund Rank of over 19,000 mutual funds, we've identified three outstanding mutual funds that are ideally suited to help long-term investors pursue and achieve their retirement investing goals.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
If you are looking to diversify your portfolio, consider Fidelity Select Brokerage and Investment Management (FSLBX - Free Report) . Sector - Finance funds offer a stable, diversified approach to investing that focuses on the financial industry, an infamously large, complex, and heavily-regulated space. This fund is a winner, boasting an expense ratio of 0.68%, management fee of 0.67%, and a five-year annualized return track record of 22.31%.
Franklin Small Cap Value Adviser (FVADX). Expense ratio: 0.7%. Management fee: 0.55%. FVADX is a Small Cap Value mutual fund option, which typically invest in companies with market caps under $2 billion. This fund has managed to produce a robust 12.5% over the last five years.
Goldman Sachs Tax Managed Equity A (GCTAX): 1.01% expense ratio and 0.64% management fee. GCTAX 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. With a five-year annual return of 13.75%, this fund is a well-diversified fund with a long track record of success.
These examples highlight the fact that there are some astonishingly good mutual funds out there. If your advisor has you in the good ones, bravo! If not, you may need to have a talk.