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DFA INV US LARGE CO SERIES (DFUSX) - free report >>
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DFA INV US LARGE CO SERIES (DFUSX) - free report >>
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Make the Most of Your Retirement with These Top-Ranked Mutual Funds
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, 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.
If you are looking to diversify your portfolio, consider JPMorgan Mid Cap Growth Fund R6 (JMGMX - Free Report) . JMGMX 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 is a winner, boasting an expense ratio of 0.7%, management fee of 0.65%, and a five-year annualized return track record of 10.73%.
Fidelity Select Technology (FSPTX - Free Report) : 0.69% expense ratio and 0.52% management fee. With a much more diversified approach, FSPTX--part of the Sector - Tech mutual fund category--gives investors a way to own a stake in the notoriously risky tech sector. With yearly returns of 15.62% over the last five years, FSPTX is an effectively diversified fund with a long reputation of solidly positive performance.
DFA US Large Company I (DFUSX - Free Report) . Expense ratio: 0.08%. Management fee: 0.06%. Five year annual return: 11.13%. DFUSX 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.
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.