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3 Magnificent Mutual Funds to Maximize 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 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.
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 Victory Diversified Stock R6 (VDSRX). VDSRX is part of the Large Cap Blend section, and these mutual funds most often invest in firms with a market capitalization of $10 billion or more. By investing in bigger companies, these funds offer more stability, and are often well-suited for investors with a "buy and hold" mindset. This fund is a winner, boasting an expense ratio of 0.78%, management fee of 0.65%, and a five-year annualized return track record of 16.85%.
LSV Global Managed Volatility Instl (LSVFX - Free Report) : 0.75% expense ratio and 0.6% management fee. LSVFX is a Global - Equity mutual fund, which invests their assets in large markets, leveraging the global economy. LSVFX, with annual returns of 11.41% over the last five years, is a well-diversified fund with a long track record of success.
Lord Abbett Affiliated F3 (LTFOX) is an attractive large-cap allocation. LTFOX 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. LTFOX has an expense ratio of 0.39%, management fee of 0.32%, and annual returns of 11.71% over the past 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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3 Magnificent Mutual Funds to Maximize 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 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.
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 Victory Diversified Stock R6 (VDSRX). VDSRX is part of the Large Cap Blend section, and these mutual funds most often invest in firms with a market capitalization of $10 billion or more. By investing in bigger companies, these funds offer more stability, and are often well-suited for investors with a "buy and hold" mindset. This fund is a winner, boasting an expense ratio of 0.78%, management fee of 0.65%, and a five-year annualized return track record of 16.85%.
LSV Global Managed Volatility Instl (LSVFX - Free Report) : 0.75% expense ratio and 0.6% management fee. LSVFX is a Global - Equity mutual fund, which invests their assets in large markets, leveraging the global economy. LSVFX, with annual returns of 11.41% over the last five years, is a well-diversified fund with a long track record of success.
Lord Abbett Affiliated F3 (LTFOX) is an attractive large-cap allocation. LTFOX 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. LTFOX has an expense ratio of 0.39%, management fee of 0.32%, and annual returns of 11.71% over the past 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.