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3 Top-Performing Mutual Funds to Consider for Your Retirement Portfolio
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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.
How can you tell a good mutual fund from a bad one? It's pretty basic: if the fund is diversified, has low fees, and shows strong performance, it's a keeper. Of course, there's a wide range, but using the Zacks Mutual Fund Rank, we've found three mutual funds that would be great additions to any long-term investors' portfolios.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
Westwood Quality SMidCap Instl (WHGMX): 0.83% expense ratio and 0.75% management fee. WHGMX is a Small Cap Value mutual fund option, which typically invest in companies with market caps under $2 billion. With annual returns of 13.41% over the last five years, this fund is a winner.
Columbia Dividend Income Fund R (CDIRX - Free Report) is a stand out amongst its peers. CDIRX 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. With five-year annualized performance of 13.31%, expense ratio of 1.15% and management fee of 0.53%, this diversified fund is an attractive buy with a strong history of performance.
Multifactor US Equity R6 (RTDRX). Expense ratio: 0.49%. Management fee: 0.3%. Five year annual return: 16.18%. RTDRX 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.
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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3 Top-Performing Mutual Funds to Consider for Your Retirement Portfolio
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.
How can you tell a good mutual fund from a bad one? It's pretty basic: if the fund is diversified, has low fees, and shows strong performance, it's a keeper. Of course, there's a wide range, but using the Zacks Mutual Fund Rank, we've found three mutual funds that would be great additions to any long-term investors' portfolios.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
Westwood Quality SMidCap Instl (WHGMX): 0.83% expense ratio and 0.75% management fee. WHGMX is a Small Cap Value mutual fund option, which typically invest in companies with market caps under $2 billion. With annual returns of 13.41% over the last five years, this fund is a winner.
Columbia Dividend Income Fund R (CDIRX - Free Report) is a stand out amongst its peers. CDIRX 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. With five-year annualized performance of 13.31%, expense ratio of 1.15% and management fee of 0.53%, this diversified fund is an attractive buy with a strong history of performance.
Multifactor US Equity R6 (RTDRX). Expense ratio: 0.49%. Management fee: 0.3%. Five year annual return: 16.18%. RTDRX 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.
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.