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Hartford Stock HLS IA (HSTAX) - free report >>
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Hartford Stock HLS IA (HSTAX) - free report >>
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Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?
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 Select Insurance (FSPCX - Free Report) has a 0.81% expense ratio and 0.53% management fee. Sector - Finance funds offer a stable, diversified approach to investing that focuses on the financial industry, an infamously large, complex, and heavily-regulated space. With yearly returns of 11.12% over the last five years, this fund clearly wins.
Hartford Stock HLS IA (HSTAX - Free Report) : 0.51% expense ratio and 0.48% management fee. HSTAX 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. HSTAX, with annual returns of 10.45% over the last five years, is a well-diversified fund with a long track record of success.
Vanguard Health Care Investor (VGHCX - Free Report) : 0.34% expense ratio and 0.33% management fee. VGHCX is part of the Sector - Health category, offering investors a focus on the healthcare industry, one of the largest sectors in the American economy. With a five-year annual return of 7.66%, this fund is a well-diversified fund with a long track record of success.
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.