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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.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Goldman Sachs US Equity Dividend & Premier A (GSPAX) has a 1% expense ratio and 0.69% management fee. GSPAX 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 11.1% over the last five years, this fund clearly wins.
DFA US Social Core Equity 2 Portfolio (DFUEX - Free Report) . Expense ratio: 0.21%. Management fee: 0.18%. DFUEX 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 has managed to produce a robust 12.16% over the last five years.
Fidelity Select Pharmaceuticals (FPHAX). Expense ratio: 0.67%. Management fee: 0.65%. Five year annual return: 12.13%. FPHAX is part of the Sector - Health category, offering investors a focus on the healthcare industry, one of the largest sectors in the American economy.
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.
View the Zacks #1 Rank List
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3 Great Mutual Fund Picks for Your Retirement
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.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Goldman Sachs US Equity Dividend & Premier A (GSPAX) has a 1% expense ratio and 0.69% management fee. GSPAX 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 11.1% over the last five years, this fund clearly wins.
DFA US Social Core Equity 2 Portfolio (DFUEX - Free Report) . Expense ratio: 0.21%. Management fee: 0.18%. DFUEX 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 has managed to produce a robust 12.16% over the last five years.
Fidelity Select Pharmaceuticals (FPHAX). Expense ratio: 0.67%. Management fee: 0.65%. Five year annual return: 12.13%. FPHAX is part of the Sector - Health category, offering investors a focus on the healthcare industry, one of the largest sectors in the American economy.
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.