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Make the Most of Your Retirement with These Top-Ranked Mutual Funds - February 27, 2020
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If you're invested in any of the funds in our "Magnificent Retirement Mutual Funds" list, congratulations on owning some of the best managed and top-performing mutual funds. If you are lucky enough to discover our list of Top-Ranked Funds for the first time, it's never too late to start investing with the best, especially when it comes to your retirement.
Great performance, diversification, and low fees: it's a pretty simple formula for a great mutual fund. Some are better than others, but utilizing our Zacks Rank, we have identified three mutual funds that would make great additions to long-term investors' portfolios.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Manning & Napier Disciplined Value S (MDFSX - Free Report) has a 0.82% expense ratio and 0.3% management fee. MDFSX 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. With yearly returns of 10.7% over the last five years, this fund clearly wins.
T. Rowe Price Diversified Mid Cap Growth (PRDMX - Free Report) . Expense ratio: 0.8%. Management fee: 0.64%. PRDMX is a Mid Cap Growth mutual fund. These funds aim to target companies with a market capitalization between $2 billion and $10 billion that are also expected to exhibit more extensive growth opportunities for investors than their peers. This fund has managed to produce a robust 12.82% over the last five years.
MassMutual Select Small Cap Growth Equity Service Class (MSCYX - Free Report) is an attractive large-cap allocation. MSCYX is a Small Cap Growth mutual fund building their portfolio around stocks with market caps under $2 billion and large growth opportunities. MSCYX has an expense ratio of 1.06%, management fee of 0.8%, and annual returns of 10.77% 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.
Do You Know the Top 9 Retirement Investing Mistakes?
Investing in underperforming mutual funds is just one of the key errors that can derail your retirement plans.
Image: Bigstock
Make the Most of Your Retirement with These Top-Ranked Mutual Funds - February 27, 2020
If you're invested in any of the funds in our "Magnificent Retirement Mutual Funds" list, congratulations on owning some of the best managed and top-performing mutual funds. If you are lucky enough to discover our list of Top-Ranked Funds for the first time, it's never too late to start investing with the best, especially when it comes to your retirement.
Great performance, diversification, and low fees: it's a pretty simple formula for a great mutual fund. Some are better than others, but utilizing our Zacks Rank, we have identified three mutual funds that would make great additions to long-term investors' portfolios.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Manning & Napier Disciplined Value S (MDFSX - Free Report) has a 0.82% expense ratio and 0.3% management fee. MDFSX 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. With yearly returns of 10.7% over the last five years, this fund clearly wins.
T. Rowe Price Diversified Mid Cap Growth (PRDMX - Free Report) . Expense ratio: 0.8%. Management fee: 0.64%. PRDMX is a Mid Cap Growth mutual fund. These funds aim to target companies with a market capitalization between $2 billion and $10 billion that are also expected to exhibit more extensive growth opportunities for investors than their peers. This fund has managed to produce a robust 12.82% over the last five years.
MassMutual Select Small Cap Growth Equity Service Class (MSCYX - Free Report) is an attractive large-cap allocation. MSCYX is a Small Cap Growth mutual fund building their portfolio around stocks with market caps under $2 billion and large growth opportunities. MSCYX has an expense ratio of 1.06%, management fee of 0.8%, and annual returns of 10.77% 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.
Do You Know the Top 9 Retirement Investing Mistakes?
Investing in underperforming mutual funds is just one of the key errors that can derail your retirement plans.
To learn more, read our just-released report: 9 Retirement Mistakes You Need to Avoid.