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Are these 3 Top-Ranked Mutual Funds In 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 learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
DFA US Vector Equity I (DFVEX - Free Report) : 0.27% expense ratio and 0.2% management fee. DFVEX is a Mid Cap Blend mutual fund that typically features a portfolio filled with stocks of various sizes and styles; it allows for a diversification strategy focusing on companies with market caps between $2 billion and $10 billion. With annual returns of 15.68% over the last five years, this fund is a winner.
MassMutual Premier Small/Mid Cap Opportunities Service Class (MSVYX) is a stand out amongst its peers. MSVYX is a Small Cap Blend mutual fund, allowing investors a way to diversify their funds among various types of small-cap stocks. With five-year annualized performance of 12.28%, expense ratio of 0.84% and management fee of 0.57%, this diversified fund is an attractive buy with a strong history of performance.
Victory Aggressive Growth (USAUX): 0.64% expense ratio and 0.4% management fee. USAUX is a Large Cap Growth option; these mutual funds purchase stakes in numerous large U.S. companies that are expected to develop and grow at a faster rate than other large-cap stocks. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 14.37% 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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Are these 3 Top-Ranked Mutual Funds In 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 learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
DFA US Vector Equity I (DFVEX - Free Report) : 0.27% expense ratio and 0.2% management fee. DFVEX is a Mid Cap Blend mutual fund that typically features a portfolio filled with stocks of various sizes and styles; it allows for a diversification strategy focusing on companies with market caps between $2 billion and $10 billion. With annual returns of 15.68% over the last five years, this fund is a winner.
MassMutual Premier Small/Mid Cap Opportunities Service Class (MSVYX) is a stand out amongst its peers. MSVYX is a Small Cap Blend mutual fund, allowing investors a way to diversify their funds among various types of small-cap stocks. With five-year annualized performance of 12.28%, expense ratio of 0.84% and management fee of 0.57%, this diversified fund is an attractive buy with a strong history of performance.
Victory Aggressive Growth (USAUX): 0.64% expense ratio and 0.4% management fee. USAUX is a Large Cap Growth option; these mutual funds purchase stakes in numerous large U.S. companies that are expected to develop and grow at a faster rate than other large-cap stocks. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 14.37% 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.