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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.
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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
Fidelity Growth Discovery K (FGDKX - Free Report) has a 0.68% expense ratio and 0.6% management fee. FGDKX 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. With yearly returns of 13.78% over the last five years, this fund clearly wins.
Neuberger Berman Small Cap Growth Adviser (NBMVX - Free Report) : 1.4% expense ratio and 1.23% management fee. NBMVX is a Small Cap Growth mutual fund building their portfolio around stocks with market caps under $2 billion and large growth opportunities. With yearly returns of 11.74% over the last five years, NBMVX is an effectively diversified fund with a long reputation of solidly positive performance.
Neuberger Berman Small Cap Growth Adviser (NBMVX - Free Report) : 1.4% expense ratio and 1.23% management fee. NBMVX is a Small Cap Growth mutual fund building their portfolio around stocks with market caps under $2 billion and large growth opportunities. With a five-year annual return of 11.74%, this fund is a well-diversified fund with a long track record of success.
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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3 Top-Ranked Mutual Funds 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.
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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
Fidelity Growth Discovery K (FGDKX - Free Report) has a 0.68% expense ratio and 0.6% management fee. FGDKX 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. With yearly returns of 13.78% over the last five years, this fund clearly wins.
Neuberger Berman Small Cap Growth Adviser (NBMVX - Free Report) : 1.4% expense ratio and 1.23% management fee. NBMVX is a Small Cap Growth mutual fund building their portfolio around stocks with market caps under $2 billion and large growth opportunities. With yearly returns of 11.74% over the last five years, NBMVX is an effectively diversified fund with a long reputation of solidly positive performance.
Neuberger Berman Small Cap Growth Adviser (NBMVX - Free Report) : 1.4% expense ratio and 1.23% management fee. NBMVX is a Small Cap Growth mutual fund building their portfolio around stocks with market caps under $2 billion and large growth opportunities. With a five-year annual return of 11.74%, this fund is a well-diversified fund with a long track record of success.
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.