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3 Top-Performing Mutual Funds to Consider for Your Retirement Portfolio
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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.
The best way to shortlist great mutual funds is to ensure solid performance, diversification, and low fees. Some are better than others, but utilizing the Zacks Mutual Fund Rank, we have identified three mutual funds that could be solid additions to one's retirement portfolio.
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 Victory Trivalent International Core A (MAICX). MAICX 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 0.95%, management fee of 0.8%, and a five-year annualized return track record of 12.59%.
Lord Abbett Affiliated R4 (LAFSX): 0.69% expense ratio and 0.32% management fee. LAFSX is a Large Cap Value mutual fund, which invests in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. LAFSX, with annual returns of 13.84% over the last five years, is a well-diversified fund with a long track record of success.
FullerThaler Behav SmallCap R6 (FTHFX - Free Report) : 0.64% expense ratio and 0.6% management fee. FTHFX 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. With a five-year annual return of 18.16%, this fund is a well-diversified fund with a long track record of success.
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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3 Top-Performing Mutual Funds to Consider for Your Retirement Portfolio
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.
The best way to shortlist great mutual funds is to ensure solid performance, diversification, and low fees. Some are better than others, but utilizing the Zacks Mutual Fund Rank, we have identified three mutual funds that could be solid additions to one's retirement portfolio.
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 Victory Trivalent International Core A (MAICX). MAICX 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 0.95%, management fee of 0.8%, and a five-year annualized return track record of 12.59%.
Lord Abbett Affiliated R4 (LAFSX): 0.69% expense ratio and 0.32% management fee. LAFSX is a Large Cap Value mutual fund, which invests in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. LAFSX, with annual returns of 13.84% over the last five years, is a well-diversified fund with a long track record of success.
FullerThaler Behav SmallCap R6 (FTHFX - Free Report) : 0.64% expense ratio and 0.6% management fee. FTHFX 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. With a five-year annual return of 18.16%, this fund is a well-diversified fund with a long track record of success.
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.