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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.
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 break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
American Funds Growth Fund of America F2 (GFFFX - Free Report) : 0.4% expense ratio and 0.26% management fee. GFFFX is a Large Cap Growth mutual fund, and these funds invest in many large U.S. firms that are projected to grow at a faster rate than their large-cap peers. With annual returns of 15.04% over the last five years, this fund is a winner.
O'Shaughnessey MarketLeadersValue I (OFVIX): 0.55% expense ratio and 0.4% management fee. OFVIX 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. OFVIX, with annual returns of 19.26% over the last five years, is a well-diversified fund with a long track record of success.
Federated Hermes MDT Sm Cap Core R6 (QLSCX) is an attractive large-cap allocation. QLSCX is a Small Cap Blend mutual fund, and usually targets stocks with market caps of less than $2 billion, letting investors diversify their funds among other kinds of small-cap equities. QLSCX has an expense ratio of 0.87%, management fee of 0.75%, and annual returns of 15.58% 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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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.
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 break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
American Funds Growth Fund of America F2 (GFFFX - Free Report) : 0.4% expense ratio and 0.26% management fee. GFFFX is a Large Cap Growth mutual fund, and these funds invest in many large U.S. firms that are projected to grow at a faster rate than their large-cap peers. With annual returns of 15.04% over the last five years, this fund is a winner.
O'Shaughnessey MarketLeadersValue I (OFVIX): 0.55% expense ratio and 0.4% management fee. OFVIX 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. OFVIX, with annual returns of 19.26% over the last five years, is a well-diversified fund with a long track record of success.
Federated Hermes MDT Sm Cap Core R6 (QLSCX) is an attractive large-cap allocation. QLSCX is a Small Cap Blend mutual fund, and usually targets stocks with market caps of less than $2 billion, letting investors diversify their funds among other kinds of small-cap equities. QLSCX has an expense ratio of 0.87%, management fee of 0.75%, and annual returns of 15.58% 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.