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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 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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
If you are looking to diversify your portfolio, consider PIMCO StocksPLUS A (PSPAX). PSPAX is an Allocation Balanced mutual fund. Allocation Balanced funds look to invest across asset types, like stocks, bonds, and cash, and including precious metals or commodities is not unusual; these funds are mostly categorized by their respective asset allocation. This fund is a winner, boasting an expense ratio of 0.9%, management fee of 0.65%, and a five-year annualized return track record of 13.03%.
Fidelity Advisor Stock Select Allocation Cap Institutional (FBRNX - Free Report) : 0.54% expense ratio and 0.53% management fee. FBRNX is a Large Cap Growth option; these mutual funds purchase stakes in numerous large U.S. companies that are expected to develop and grow at a faster rate than other large-cap stocks. With yearly returns of 12.31% over the last five years, FBRNX is an effectively diversified fund with a long reputation of solidly positive performance.
Voya Corporate Leaders 100 R (VYCFX) is an attractive large-cap allocation. VYCFX is a part of the Large Cap Value category, and invests in equities with a market capitalization of $10 billion or more, but whose share prices do not reflect their intrinsic value. VYCFX has an expense ratio of 1.07%, management fee of 0.47%, and annual returns of 12.9% 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.
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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 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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
If you are looking to diversify your portfolio, consider PIMCO StocksPLUS A (PSPAX). PSPAX is an Allocation Balanced mutual fund. Allocation Balanced funds look to invest across asset types, like stocks, bonds, and cash, and including precious metals or commodities is not unusual; these funds are mostly categorized by their respective asset allocation. This fund is a winner, boasting an expense ratio of 0.9%, management fee of 0.65%, and a five-year annualized return track record of 13.03%.
Fidelity Advisor Stock Select Allocation Cap Institutional (FBRNX - Free Report) : 0.54% expense ratio and 0.53% management fee. FBRNX is a Large Cap Growth option; these mutual funds purchase stakes in numerous large U.S. companies that are expected to develop and grow at a faster rate than other large-cap stocks. With yearly returns of 12.31% over the last five years, FBRNX is an effectively diversified fund with a long reputation of solidly positive performance.
Voya Corporate Leaders 100 R (VYCFX) is an attractive large-cap allocation. VYCFX is a part of the Large Cap Value category, and invests in equities with a market capitalization of $10 billion or more, but whose share prices do not reflect their intrinsic value. VYCFX has an expense ratio of 1.07%, management fee of 0.47%, and annual returns of 12.9% 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.