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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.
The easiest, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. The Zacks Mutual Fund Rank, which covers over 19,000 mutual funds, has helped us identify three outstanding options that are perfect for any long-term investors' portfolios that is retirement-focused.
Let's break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
Fidelity Advisor Utilities Fund I (FUGIX - Free Report) : 0.75% expense ratio and 0.53% management fee. FUGIX is a Sector - Utilities mutual fund, focusing on companies that provide essential services such as electric power, gas distribution, and water supply to millions of people on a daily basis. Overall, the utility industry is known for its stability and reduced volatility. FUGIX has achieved five-year annual returns of an astounding 9.8%.
Ivy Large Cap Growth A (WLGAX - Free Report) is a stand out amongst its peers. WLGAX is a Large Cap Growth mutual fund, and these funds invest in many large U.S. firms that are projected to grow at a faster rate than their large-cap peers. With five-year annualized performance of 11.58%, expense ratio of 0.96% and management fee of 0.6%, this diversified fund is an attractive buy with a strong history of performance.
Ivy Large Cap Growth A (WLGAX - Free Report) . Expense ratio: 0.96%. Management fee: 0.6%. Five year annual return: 11.58%. WLGAX is a Large Cap Growth mutual fund, and these funds invest in many large U.S. firms that are projected to grow at a faster rate than their large-cap peers.
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 Great Mutual Fund Picks for Your Retirement
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.
The easiest, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. The Zacks Mutual Fund Rank, which covers over 19,000 mutual funds, has helped us identify three outstanding options that are perfect for any long-term investors' portfolios that is retirement-focused.
Let's break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
Fidelity Advisor Utilities Fund I (FUGIX - Free Report) : 0.75% expense ratio and 0.53% management fee. FUGIX is a Sector - Utilities mutual fund, focusing on companies that provide essential services such as electric power, gas distribution, and water supply to millions of people on a daily basis. Overall, the utility industry is known for its stability and reduced volatility. FUGIX has achieved five-year annual returns of an astounding 9.8%.
Ivy Large Cap Growth A (WLGAX - Free Report) is a stand out amongst its peers. WLGAX is a Large Cap Growth mutual fund, and these funds invest in many large U.S. firms that are projected to grow at a faster rate than their large-cap peers. With five-year annualized performance of 11.58%, expense ratio of 0.96% and management fee of 0.6%, this diversified fund is an attractive buy with a strong history of performance.
Ivy Large Cap Growth A (WLGAX - Free Report) . Expense ratio: 0.96%. Management fee: 0.6%. Five year annual return: 11.58%. WLGAX is a Large Cap Growth mutual fund, and these funds invest in many large U.S. firms that are projected to grow at a faster rate than their large-cap peers.
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.