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Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?
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It is never too late to invest in mutual funds for retirement. As such, if you plan to invest in some of the best funds, the Zacks Mutual Fund Rank can provide you with valuable guidance.
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.
Columbia Overseas Value A (COAVX - Free Report) has a 1.16% expense ratio and 0.77% management fee. COAVX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. With yearly returns of 14% over the last five years, this fund clearly wins.
Fidelity Stock Selector MidCap M (FMCAX): 1.16% expense ratio and 0.64% management fee. FMCAX is a Mid Cap Growth mutual fund. These mutual funds choose companies with a stock market valuation between $2 billion and $10 billion. FMCAX, with annual returns of 13.15% over the last five years, is a well-diversified fund with a long track record of success.
American Funds Fundamental Investors R4 (RFNEX) is an attractive large-cap allocation. RFNEX 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. RFNEX has an expense ratio of 0.62%, management fee of 0.24%, and annual returns of 16.34% 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?
It is never too late to invest in mutual funds for retirement. As such, if you plan to invest in some of the best funds, the Zacks Mutual Fund Rank can provide you with valuable guidance.
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.
Columbia Overseas Value A (COAVX - Free Report) has a 1.16% expense ratio and 0.77% management fee. COAVX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. With yearly returns of 14% over the last five years, this fund clearly wins.
Fidelity Stock Selector MidCap M (FMCAX): 1.16% expense ratio and 0.64% management fee. FMCAX is a Mid Cap Growth mutual fund. These mutual funds choose companies with a stock market valuation between $2 billion and $10 billion. FMCAX, with annual returns of 13.15% over the last five years, is a well-diversified fund with a long track record of success.
American Funds Fundamental Investors R4 (RFNEX) is an attractive large-cap allocation. RFNEX 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. RFNEX has an expense ratio of 0.62%, management fee of 0.24%, and annual returns of 16.34% 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.