We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?
Read MoreHide Full Article
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.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
If you are looking to diversify your portfolio, consider Glenmede Disciplined Intl Eq (GTCIX). GTCIX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. This fund is a winner, boasting an expense ratio of 1%, management fee of 0.75%, and a five-year annualized return track record of 15.07%.
Fidelity Dividend Growth Fund K (FDGKX): 0.59% expense ratio and 0.58% management fee. FDGKX is a Large Cap Blend fund, targeting companies with market caps of over $10 billion. These funds offer investors a stability, and are perfect for people with a "buy and hold" mindset. FDGKX, with annual returns of 19.44% over the last five years, is a well-diversified fund with a long track record of success.
BlackRock Glob Equity Mkt Neutral K (BGCKX - Free Report) is an attractive large-cap allocation. BGCKX is a Market Neutral - Equity mutual fund. Their portfolios typically hold 50% of their securities in a long position, and 50% in a short position. BGCKX has an expense ratio of 1.29%, management fee of 1.2%, and annual returns of 10.72% over the past five years.
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.
See More Zacks Research for These Tickers
Normally $25 each - click below to receive one report FREE:
Image: Bigstock
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.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
If you are looking to diversify your portfolio, consider Glenmede Disciplined Intl Eq (GTCIX). GTCIX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. This fund is a winner, boasting an expense ratio of 1%, management fee of 0.75%, and a five-year annualized return track record of 15.07%.
Fidelity Dividend Growth Fund K (FDGKX): 0.59% expense ratio and 0.58% management fee. FDGKX is a Large Cap Blend fund, targeting companies with market caps of over $10 billion. These funds offer investors a stability, and are perfect for people with a "buy and hold" mindset. FDGKX, with annual returns of 19.44% over the last five years, is a well-diversified fund with a long track record of success.
BlackRock Glob Equity Mkt Neutral K (BGCKX - Free Report) is an attractive large-cap allocation. BGCKX is a Market Neutral - Equity mutual fund. Their portfolios typically hold 50% of their securities in a long position, and 50% in a short position. BGCKX has an expense ratio of 1.29%, management fee of 1.2%, and annual returns of 10.72% over the past five years.
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.