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Make the Most of Your Retirement with These Top-Ranked Mutual Funds
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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 take a look at some of our top-ranked mutual funds with the lowest fees.
Shelton Equity Income K (EQTKX - Free Report) : 1.15% expense ratio and 0.45% management fee. EQTKX 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. EQTKX has achieved five-year annual returns of an astounding 11.72%.
Goldman Sachs Technology Tollkeeper Service (GITSX) is a stand out amongst its peers. GITSX is a Sector - Tech mutual fund, allowing investors to own a stake in a notoriously volatile sector with a much more diversified approach. With five-year annualized performance of 12.14%, expense ratio of 1.39% and management fee of 0.94%, this diversified fund is an attractive buy with a strong history of performance.
Nuveen LargeCap Growth R (TILRX): 0.66% expense ratio and 0.39% management fee. TILRX 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. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 11.63% 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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Make the Most of Your Retirement with These Top-Ranked Mutual Funds
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 take a look at some of our top-ranked mutual funds with the lowest fees.
Shelton Equity Income K (EQTKX - Free Report) : 1.15% expense ratio and 0.45% management fee. EQTKX 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. EQTKX has achieved five-year annual returns of an astounding 11.72%.
Goldman Sachs Technology Tollkeeper Service (GITSX) is a stand out amongst its peers. GITSX is a Sector - Tech mutual fund, allowing investors to own a stake in a notoriously volatile sector with a much more diversified approach. With five-year annualized performance of 12.14%, expense ratio of 1.39% and management fee of 0.94%, this diversified fund is an attractive buy with a strong history of performance.
Nuveen LargeCap Growth R (TILRX): 0.66% expense ratio and 0.39% management fee. TILRX 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. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 11.63% 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.