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Make the Most of Your Retirement with These Top-Ranked Mutual Funds
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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.
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 Nuveen Core Equity Retire (TRGIX). TRGIX is a part of the Large Cap Growth mutual fund category, which invest in many large U.S. companies that are expected to grow much faster compared to other large-cap stocks. This fund is a winner, boasting an expense ratio of 0.65%, management fee of 0.39%, and a five-year annualized return track record of 10.76%.
American Funds Washington Mutual Investors C (WSHCX): 1.31% expense ratio and 0.22% management fee. WSHCX 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 10.47% over the last five years, WSHCX is an effectively diversified fund with a long reputation of solidly positive performance.
Fidelity Mega Cap Stock (FGRTX - Free Report) is an attractive large-cap allocation. FGRTX is classified as a Large Cap Blend fund. More often than not, Large Cap Blend mutual funds invest in companies with a market cap of over $10 billion. Buying stakes in bigger companies offer these funds more stability, and are well-suited for investors with a "buy and hold" mindset. FGRTX has an expense ratio of 0.58%, management fee of 0.57%, and annual returns of 15.25% 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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Make the Most of Your Retirement with These Top-Ranked Mutual Funds
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.
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 Nuveen Core Equity Retire (TRGIX). TRGIX is a part of the Large Cap Growth mutual fund category, which invest in many large U.S. companies that are expected to grow much faster compared to other large-cap stocks. This fund is a winner, boasting an expense ratio of 0.65%, management fee of 0.39%, and a five-year annualized return track record of 10.76%.
American Funds Washington Mutual Investors C (WSHCX): 1.31% expense ratio and 0.22% management fee. WSHCX 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 10.47% over the last five years, WSHCX is an effectively diversified fund with a long reputation of solidly positive performance.
Fidelity Mega Cap Stock (FGRTX - Free Report) is an attractive large-cap allocation. FGRTX is classified as a Large Cap Blend fund. More often than not, Large Cap Blend mutual funds invest in companies with a market cap of over $10 billion. Buying stakes in bigger companies offer these funds more stability, and are well-suited for investors with a "buy and hold" mindset. FGRTX has an expense ratio of 0.58%, management fee of 0.57%, and annual returns of 15.25% 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.