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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.
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.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
If you are looking to diversify your portfolio, consider Touchstone Small Company Y (SIGWX). SIGWX 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. This fund is a winner, boasting an expense ratio of 0.9%, management fee of 0.67%, and a five-year annualized return track record of 15.1%.
Principal Capital Appreciation R3 (PCAOX): 0.99% expense ratio and 0.42% management fee. PCAOX 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. PCAOX, with annual returns of 15.57% over the last five years, is a well-diversified fund with a long track record of success.
Victory Integrity Small/Mid-Cap Value A (MAISX - Free Report) . Expense ratio: 1.13%. Management fee: 0.8%. Five year annual return: 16.57%. MAISX is a Mid Cap Value mutual funds that aims to target medium-sized companies that possess strong value and income opportunities for investors.
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.
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.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
If you are looking to diversify your portfolio, consider Touchstone Small Company Y (SIGWX). SIGWX 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. This fund is a winner, boasting an expense ratio of 0.9%, management fee of 0.67%, and a five-year annualized return track record of 15.1%.
Principal Capital Appreciation R3 (PCAOX): 0.99% expense ratio and 0.42% management fee. PCAOX 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. PCAOX, with annual returns of 15.57% over the last five years, is a well-diversified fund with a long track record of success.
Victory Integrity Small/Mid-Cap Value A (MAISX - Free Report) . Expense ratio: 1.13%. Management fee: 0.8%. Five year annual return: 16.57%. MAISX is a Mid Cap Value mutual funds that aims to target medium-sized companies that possess strong value and income opportunities for investors.
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.