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3 Top-Performing Mutual Funds to Consider for Your Retirement Portfolio- April 16, 2020
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If you're invested in any of the funds in our "Magnificent Retirement Mutual Funds" list, congratulations on owning some of the best managed and top-performing mutual funds. If you are lucky enough to discover our list of Top-Ranked Funds for the first time, it's never too late to start investing with the best, especially when it comes to your retirement.
Great performance, diversification, and low fees: it's a pretty simple formula for a great mutual fund. Some are better than others, but utilizing our Zacks Rank, we have identified three mutual funds that would make great additions to long-term investors' portfolios.
Let's take a look at some of the highest Zacks Ranked mutual funds with the lowest fees.
Commerce Growth Fund (CFGRX - Free Report) : 0.75% expense ratio and 0.4% management fee. CFGRX is a part of the Large Cap Growth mutual fund category, which invest in many large U.S. companies that are expected to grow much faster compared to other large-cap stocks. With annual returns of 10.4% over the last five years, this fund is a winner.
Federated Kaufmann Small Cap K (FKKSX - Free Report) : 1.31% expense ratio and 0.8% management fee. FKKSX is a Small Cap Growth mutual fund and tends to feature small companies in up-and-coming industries and markets. With yearly returns of 10.48% over the last five years, FKKSX is an effectively diversified fund with a long reputation of solidly positive performance.
Red Oak Technology Select (ROGSX - Free Report) is an attractive large-cap allocation. ROGSX is a Sector - Tech mutual fund, allowing investors to own a stake in a notoriously volatile sector with a much more diversified approach. ROGSX has an expense ratio of 0.95%, management fee of 0.74%, and annual returns of 14.13% over the past five years.
We hope that your investment advisor (if you use one) has you invested in one or all of the top-ranked mutual funds we've reviewed. But if that isn't the case, it might be time to have a conversation or reconsider this vitally important relationship.
Do You Know the Top 9 Retirement Investing Mistakes?
Investing in underperforming mutual funds is just one of the key errors that can derail your retirement plans.
Image: Bigstock
3 Top-Performing Mutual Funds to Consider for Your Retirement Portfolio- April 16, 2020
If you're invested in any of the funds in our "Magnificent Retirement Mutual Funds" list, congratulations on owning some of the best managed and top-performing mutual funds. If you are lucky enough to discover our list of Top-Ranked Funds for the first time, it's never too late to start investing with the best, especially when it comes to your retirement.
Great performance, diversification, and low fees: it's a pretty simple formula for a great mutual fund. Some are better than others, but utilizing our Zacks Rank, we have identified three mutual funds that would make great additions to long-term investors' portfolios.
Let's take a look at some of the highest Zacks Ranked mutual funds with the lowest fees.
Commerce Growth Fund (CFGRX - Free Report) : 0.75% expense ratio and 0.4% management fee. CFGRX is a part of the Large Cap Growth mutual fund category, which invest in many large U.S. companies that are expected to grow much faster compared to other large-cap stocks. With annual returns of 10.4% over the last five years, this fund is a winner.
Federated Kaufmann Small Cap K (FKKSX - Free Report) : 1.31% expense ratio and 0.8% management fee. FKKSX is a Small Cap Growth mutual fund and tends to feature small companies in up-and-coming industries and markets. With yearly returns of 10.48% over the last five years, FKKSX is an effectively diversified fund with a long reputation of solidly positive performance.
Red Oak Technology Select (ROGSX - Free Report) is an attractive large-cap allocation. ROGSX is a Sector - Tech mutual fund, allowing investors to own a stake in a notoriously volatile sector with a much more diversified approach. ROGSX has an expense ratio of 0.95%, management fee of 0.74%, and annual returns of 14.13% over the past five years.
We hope that your investment advisor (if you use one) has you invested in one or all of the top-ranked mutual funds we've reviewed. But if that isn't the case, it might be time to have a conversation or reconsider this vitally important relationship.
Do You Know the Top 9 Retirement Investing Mistakes?
Investing in underperforming mutual funds is just one of the key errors that can derail your retirement plans.
To learn more, read our just-released report: 9 Retirement Mistakes You Need to Avoid.