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Fidelity Growth Discovery (FDSVX) - free report >>
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Fidelity Growth Discovery (FDSVX) - free report >>
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Are these 3 Top-Ranked Mutual Funds In 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.
How can you tell a good mutual fund from a bad one? It's pretty basic: if the fund is diversified, has low fees, and shows strong performance, it's a keeper. Of course, there's a wide range, but using the Zacks Mutual Fund Rank, we've found three mutual funds that would be great additions to any long-term retirement investors' portfolios.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Fidelity Growth Discovery (FDSVX - Free Report) : 0.77% expense ratio and 0.6% management fee. FDSVX is a Large Cap Growth option; these mutual funds purchase stakes in numerous large U.S. companies that are expected to develop and grow at a faster rate than other large-cap stocks. FDSVX has achieved five-year annual returns of an astounding 12.73%.
Neuberger Berman Guardian R3 (NGDRX - Free Report) : 1.36% expense ratio and 0.74% management fee. NGDRX 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. NGDRX, with annual returns of 11.44% over the last five years, is a well-diversified fund with a long track record of success.
Oak Ridge Dividend Growth I (ORDNX - Free Report) : 0.99% expense ratio and 0.75% management fee. ORDNX is a Large Cap Blend fund, targeting companies with market caps of over $10 billion. These funds offer investors a stability, and are perfect for people with a "buy and hold" mindset. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 10.19% over the last 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.