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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, 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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
American Funds Growth and Income Portfolio 529 E (CGNEX): 0.6% expense ratio and 0% management fee. CGNEX 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. CGNEX has achieved five-year annual returns of an astounding 11.04%.
Cavanal Hill World Energy A (AAWEX) is a stand out amongst its peers. AAWEX is classified as a Sector - Energy mutual fund. Throughout the massive global energy sector, these funds hold a wide range of quickly changing and vitally important industries. With five-year annualized performance of 28.16%, expense ratio of 1.15% and management fee of 0.6%, this diversified fund is an attractive buy with a strong history of performance.
Ancora/Thelen Small Mid-Cap I (AATIX - Free Report) is an attractive large-cap allocation. AATIX 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. AATIX has an expense ratio of 1.21%, management fee of 1%, and annual returns of 14.61% 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?
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, 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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
American Funds Growth and Income Portfolio 529 E (CGNEX): 0.6% expense ratio and 0% management fee. CGNEX 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. CGNEX has achieved five-year annual returns of an astounding 11.04%.
Cavanal Hill World Energy A (AAWEX) is a stand out amongst its peers. AAWEX is classified as a Sector - Energy mutual fund. Throughout the massive global energy sector, these funds hold a wide range of quickly changing and vitally important industries. With five-year annualized performance of 28.16%, expense ratio of 1.15% and management fee of 0.6%, this diversified fund is an attractive buy with a strong history of performance.
Ancora/Thelen Small Mid-Cap I (AATIX - Free Report) is an attractive large-cap allocation. AATIX 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. AATIX has an expense ratio of 1.21%, management fee of 1%, and annual returns of 14.61% 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.