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Are these 3 Top-Ranked Mutual Funds In 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 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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
If you are looking to diversify your portfolio, consider AMG River Road Focused Absol Val N (ARRFX - Free Report) . ARRFX is a Mid Cap Value mutual funds that aims to target medium-sized companies that possess strong value and income opportunities for investors. This fund is a winner, boasting an expense ratio of 1.06%, management fee of 0.6%, and a five-year annualized return track record of 9.71%.
First Eagle Fund of America A (FEFAX): 0.9% expense ratio and 0.5% management fee. FEFAX is categorized as an All Cap Value fund, and like the name suggests, invests across the cap spectrum in small-cap, mid-cap, and large-cap companies. With yearly returns of 11.84% over the last five years, FEFAX is an effectively diversified fund with a long reputation of solidly positive performance.
American Funds Growth and Income Portfolio R3 (RAICX) is an attractive large-cap allocation. RAICX is classified as a Large Cap Blend fund. More often than not, Large Cap Blend mutual funds invest in companies with a market cap of over $10 billion. Buying stakes in bigger companies offer these funds more stability, and are well-suited for investors with a "buy and hold" mindset. RAICX has an expense ratio of 0.65%, management fee of 0%, and annual returns of 9.94% over the past five years.
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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Are these 3 Top-Ranked Mutual Funds In 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 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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
If you are looking to diversify your portfolio, consider AMG River Road Focused Absol Val N (ARRFX - Free Report) . ARRFX is a Mid Cap Value mutual funds that aims to target medium-sized companies that possess strong value and income opportunities for investors. This fund is a winner, boasting an expense ratio of 1.06%, management fee of 0.6%, and a five-year annualized return track record of 9.71%.
First Eagle Fund of America A (FEFAX): 0.9% expense ratio and 0.5% management fee. FEFAX is categorized as an All Cap Value fund, and like the name suggests, invests across the cap spectrum in small-cap, mid-cap, and large-cap companies. With yearly returns of 11.84% over the last five years, FEFAX is an effectively diversified fund with a long reputation of solidly positive performance.
American Funds Growth and Income Portfolio R3 (RAICX) is an attractive large-cap allocation. RAICX is classified as a Large Cap Blend fund. More often than not, Large Cap Blend mutual funds invest in companies with a market cap of over $10 billion. Buying stakes in bigger companies offer these funds more stability, and are well-suited for investors with a "buy and hold" mindset. RAICX has an expense ratio of 0.65%, management fee of 0%, and annual returns of 9.94% over the past five years.
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.