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3 Top-Performing Mutual Funds to Consider for Your Retirement Portfolio
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There is never a wrong time to invest in mutual funds for retirement. So, if you're still looking for the best mutual funds, the Zacks Mutual Fund Rank can be a great guide.
How can you tell a good mutual fund from a bad one? It's pretty basic: if the fund is diversified, has low fees, and shows strong performance, it's a keeper. Of course, there's a wide range, but using the Zacks Mutual Fund Rank, we've found three mutual funds that would be great additions to any long-term investors' portfolios.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
Lord Abbett Affiliated Fund R2 (LAFQX - Free Report) : 1.04% expense ratio and 0.32% management fee. LAFQX is a part of the Large Cap Value category, and invests in equities with a market capitalization of $10 billion or more, but whose share prices do not reflect their intrinsic value. LAFQX has achieved five-year annual returns of an astounding 11.89%.
Undiscovered Managers Behavioral Value L (UBVLX): 0.89% expense ratio and 0.75% management fee. UBVLX is a Small Cap Value mutual fund option, which typically invest in companies with market caps under $2 billion. With yearly returns of 19.02% over the last five years, UBVLX is an effectively diversified fund with a long reputation of solidly positive performance.
American Funds Investor Company of America R1 (RICAX). Expense ratio: 1.33%. Management fee: 0.23%. Five year annual return: 15.3%. RICAX is a Large Cap Blend fund, targeting companies with market caps of over $10 billion. These funds offer investors a stability, and are perfect for people with a "buy and hold" mindset.
There you have it. If your financial advisor had you put your money into any of our top-ranked funds, then they've got you covered. If not, you may need to talk.
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3 Top-Performing Mutual Funds to Consider for Your Retirement Portfolio
There is never a wrong time to invest in mutual funds for retirement. So, if you're still looking for the best mutual funds, the Zacks Mutual Fund Rank can be a great guide.
How can you tell a good mutual fund from a bad one? It's pretty basic: if the fund is diversified, has low fees, and shows strong performance, it's a keeper. Of course, there's a wide range, but using the Zacks Mutual Fund Rank, we've found three mutual funds that would be great additions to any long-term investors' portfolios.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
Lord Abbett Affiliated Fund R2 (LAFQX - Free Report) : 1.04% expense ratio and 0.32% management fee. LAFQX is a part of the Large Cap Value category, and invests in equities with a market capitalization of $10 billion or more, but whose share prices do not reflect their intrinsic value. LAFQX has achieved five-year annual returns of an astounding 11.89%.
Undiscovered Managers Behavioral Value L (UBVLX): 0.89% expense ratio and 0.75% management fee. UBVLX is a Small Cap Value mutual fund option, which typically invest in companies with market caps under $2 billion. With yearly returns of 19.02% over the last five years, UBVLX is an effectively diversified fund with a long reputation of solidly positive performance.
American Funds Investor Company of America R1 (RICAX). Expense ratio: 1.33%. Management fee: 0.23%. Five year annual return: 15.3%. RICAX is a Large Cap Blend fund, targeting companies with market caps of over $10 billion. These funds offer investors a stability, and are perfect for people with a "buy and hold" mindset.
There you have it. If your financial advisor had you put your money into any of our top-ranked funds, then they've got you covered. If not, you may need to talk.