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Are these 3 Top-Ranked Mutual Funds In 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.
The easiest, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. The Zacks Mutual Fund Rank, which covers over 19,000 mutual funds, has helped us identify three outstanding options that are perfect for any long-term investors' portfolios that is retirement-focused.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Fidelity Growth & Income Portfolio K (FGIKX - Free Report) : 0.46% expense ratio and 0.45% management fee. FGIKX 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. FGIKX has achieved five-year annual returns of an astounding 17.63%.
AB International Small Cap Z (IRCZX) is a stand out amongst its peers. IRCZX is a Non US - Equity fund. Many of these funds like to allocate across emerging and developed markets, and will often focus on all cap levels. With five-year annualized performance of 9.63%, expense ratio of 1.08% and management fee of 1%, this diversified fund is an attractive buy with a strong history of performance.
Thornburg Investment Income Builder I (TIBIX) is an attractive large-cap allocation. TIBIX is a part of the Allocation Balanced fund category; these funds like to invest in a variety of asset types, finding a balance between stocks, bonds, cash, and sometimes even precious metals and commodities; they are mostly categorized by their respective asset allocation. TIBIX has an expense ratio of 0.89%, management fee of 0.69%, and annual returns of 14.08% over the past five years.
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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Are these 3 Top-Ranked Mutual Funds In 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.
The easiest, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. The Zacks Mutual Fund Rank, which covers over 19,000 mutual funds, has helped us identify three outstanding options that are perfect for any long-term investors' portfolios that is retirement-focused.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Fidelity Growth & Income Portfolio K (FGIKX - Free Report) : 0.46% expense ratio and 0.45% management fee. FGIKX 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. FGIKX has achieved five-year annual returns of an astounding 17.63%.
AB International Small Cap Z (IRCZX) is a stand out amongst its peers. IRCZX is a Non US - Equity fund. Many of these funds like to allocate across emerging and developed markets, and will often focus on all cap levels. With five-year annualized performance of 9.63%, expense ratio of 1.08% and management fee of 1%, this diversified fund is an attractive buy with a strong history of performance.
Thornburg Investment Income Builder I (TIBIX) is an attractive large-cap allocation. TIBIX is a part of the Allocation Balanced fund category; these funds like to invest in a variety of asset types, finding a balance between stocks, bonds, cash, and sometimes even precious metals and commodities; they are mostly categorized by their respective asset allocation. TIBIX has an expense ratio of 0.89%, management fee of 0.69%, and annual returns of 14.08% over the past five years.
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.