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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 take a look at some of our top-ranked mutual funds with the lowest fees.
PRIMECAP Odyssey Aggressive Growth (POAGX): 0.65% expense ratio and 0.55% management fee. POAGX is a Mid Cap Growth mutual fund. Mid Cap Growth funds pick stocks--usually companies with a market cap between $2 billion and $10 billion--that demonstrate extensive growth opportunities for investors compared to their peers. With annual returns of 11.06% over the last five years, this fund is a winner.
Goldman Sachs Tax Managed Equity A (GCTAX - Free Report) . Expense ratio: 1.02%. Management fee: 0.64%. GCTAX 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. This fund has managed to produce a robust 14.76% over the last five years.
American Funds Growth Portfolio A (GWPAX) is an attractive large-cap allocation. GWPAX is a Large Cap Growth option; these mutual funds purchase stakes in numerous large U.S. companies that are expected to develop and grow at a faster rate than other large-cap stocks. GWPAX has an expense ratio of 0.35%, management fee of 0%, and annual returns of 12.59% 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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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 take a look at some of our top-ranked mutual funds with the lowest fees.
PRIMECAP Odyssey Aggressive Growth (POAGX): 0.65% expense ratio and 0.55% management fee. POAGX is a Mid Cap Growth mutual fund. Mid Cap Growth funds pick stocks--usually companies with a market cap between $2 billion and $10 billion--that demonstrate extensive growth opportunities for investors compared to their peers. With annual returns of 11.06% over the last five years, this fund is a winner.
Goldman Sachs Tax Managed Equity A (GCTAX - Free Report) . Expense ratio: 1.02%. Management fee: 0.64%. GCTAX 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. This fund has managed to produce a robust 14.76% over the last five years.
American Funds Growth Portfolio A (GWPAX) is an attractive large-cap allocation. GWPAX is a Large Cap Growth option; these mutual funds purchase stakes in numerous large U.S. companies that are expected to develop and grow at a faster rate than other large-cap stocks. GWPAX has an expense ratio of 0.35%, management fee of 0%, and annual returns of 12.59% 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.