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Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?
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Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds.
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.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
GMO Global Developed Equity Allocation FdIII (GWOAX) has a 0.01% expense ratio and 0% management fee. GWOAX is classified as an Allocation Balanced fund, which seeks to invest in a balance of asset types, like stocks, bonds, and cash, and including precious metals or commodities is not unusual. With yearly returns of 14.08% over the last five years, this fund clearly wins.
Goldman Sachs SmCap Val Insights R6 (GTTUX): 0.83% expense ratio and 0.8% management fee. GTTUX is a Small Cap Value mutual fund option, which typically invest in companies with market caps under $2 billion. GTTUX, with annual returns of 16.04% over the last five years, is a well-diversified fund with a long track record of success.
Fidelity Advisor Growth Opportunities M (FAGOX - Free Report) . Expense ratio: 1.11%. Management fee: 0.48%. Five year annual return: 14.27%. FAGOX is part of the Large Cap Blend section, and these mutual funds most often invest in firms with a market capitalization of $10 billion or more. By investing in bigger companies, these funds offer more stability, and are often well-suited for investors with a "buy and hold" mindset.
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?
Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds.
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.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
GMO Global Developed Equity Allocation FdIII (GWOAX) has a 0.01% expense ratio and 0% management fee. GWOAX is classified as an Allocation Balanced fund, which seeks to invest in a balance of asset types, like stocks, bonds, and cash, and including precious metals or commodities is not unusual. With yearly returns of 14.08% over the last five years, this fund clearly wins.
Goldman Sachs SmCap Val Insights R6 (GTTUX): 0.83% expense ratio and 0.8% management fee. GTTUX is a Small Cap Value mutual fund option, which typically invest in companies with market caps under $2 billion. GTTUX, with annual returns of 16.04% over the last five years, is a well-diversified fund with a long track record of success.
Fidelity Advisor Growth Opportunities M (FAGOX - Free Report) . Expense ratio: 1.11%. Management fee: 0.48%. Five year annual return: 14.27%. FAGOX is part of the Large Cap Blend section, and these mutual funds most often invest in firms with a market capitalization of $10 billion or more. By investing in bigger companies, these funds offer more stability, and are often well-suited for investors with a "buy and hold" mindset.
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.