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Make the Most of Your Retirement with These Top-Ranked Mutual Funds
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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.
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 break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
If you are looking to diversify your portfolio, consider Davis Global Y (DGFYX). DGFYX is a part of the Non US - Equity fund category, many of which will focus across all cap levels, and will typically allocate their investments between emerging and developed markets. This fund is a winner, boasting an expense ratio of 0.69%, management fee of 0.55%, and a five-year annualized return track record of 11.11%.
Fidelity Trend Fund (FTRNX): 0.71% expense ratio and 0.58% management fee. FTRNX is a Global - Equity mutual fund. These funds invest in large markets like the U.S., Europe, and Japan, and operate with very few geographical limitations FTRNX, with annual returns of 18.84% over the last five years, is a well-diversified fund with a long track record of success.
MFS Blended Research Mid Cap Eq R3 (BMSTX - Free Report) : 0.84% expense ratio and 0.5% management fee. BMSTX is a Mid Cap Blend mutual fund, and usually features a portfolio with stocks of various styles and sizes, allowing for diversification within a strategy that focuses on mid cap companies. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 14.44% over the last 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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Make the Most of Your Retirement with These Top-Ranked Mutual Funds
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.
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 break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
If you are looking to diversify your portfolio, consider Davis Global Y (DGFYX). DGFYX is a part of the Non US - Equity fund category, many of which will focus across all cap levels, and will typically allocate their investments between emerging and developed markets. This fund is a winner, boasting an expense ratio of 0.69%, management fee of 0.55%, and a five-year annualized return track record of 11.11%.
Fidelity Trend Fund (FTRNX): 0.71% expense ratio and 0.58% management fee. FTRNX is a Global - Equity mutual fund. These funds invest in large markets like the U.S., Europe, and Japan, and operate with very few geographical limitations FTRNX, with annual returns of 18.84% over the last five years, is a well-diversified fund with a long track record of success.
MFS Blended Research Mid Cap Eq R3 (BMSTX - Free Report) : 0.84% expense ratio and 0.5% management fee. BMSTX is a Mid Cap Blend mutual fund, and usually features a portfolio with stocks of various styles and sizes, allowing for diversification within a strategy that focuses on mid cap companies. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 14.44% over the last 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.