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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 way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Using the Zacks Mutual Fund Rank of over 19,000 mutual funds, we've identified three outstanding mutual funds that are ideally suited to help long-term investors pursue and achieve their retirement investing goals.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
BlackRock Advantage Large Cap Value A (MDLVX) has a 0.79% expense ratio and 0.49% management fee. MDLVX 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. With yearly returns of 12.19% over the last five years, this fund clearly wins.
GMO Global Developed Equity Allocation FdIII (GWOAX) is a stand out amongst its peers. GWOAX is classified as an Allocation Balanced fund, which seeks to invest in a balance of asset types, like stocks, bonds, and cash, and including precious metals or commodities is not unusual. With five-year annualized performance of 12.11%, expense ratio of 0.01% and management fee of 0%, this diversified fund is an attractive buy with a strong history of performance.
Artisan Global Value Investor (ARTGX - Free Report) . Expense ratio: 1.26%. Management fee: 0.99%. Five year annual return: 12.63%. ARTGX 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
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.
The easiest way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Using the Zacks Mutual Fund Rank of over 19,000 mutual funds, we've identified three outstanding mutual funds that are ideally suited to help long-term investors pursue and achieve their retirement investing goals.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
BlackRock Advantage Large Cap Value A (MDLVX) has a 0.79% expense ratio and 0.49% management fee. MDLVX 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. With yearly returns of 12.19% over the last five years, this fund clearly wins.
GMO Global Developed Equity Allocation FdIII (GWOAX) is a stand out amongst its peers. GWOAX is classified as an Allocation Balanced fund, which seeks to invest in a balance of asset types, like stocks, bonds, and cash, and including precious metals or commodities is not unusual. With five-year annualized performance of 12.11%, expense ratio of 0.01% and management fee of 0%, this diversified fund is an attractive buy with a strong history of performance.
Artisan Global Value Investor (ARTGX - Free Report) . Expense ratio: 1.26%. Management fee: 0.99%. Five year annual return: 12.63%. ARTGX 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
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.