3 Magnificent Mutual Funds To Maximize Your Retirement Portfolio - March 19, 2020

By Zacks Investment ResearchStock MarketsMar 19, 2020 08:10AM ET

www.investing.com/analysis/3-magnificent-mutual-funds-to-maximize-your-retirement-portfolio--march-19-2020-200517278

3 Magnificent Mutual Funds To Maximize Your Retirement Portfolio - March 19, 2020

By Zacks Investment Research | Mar 19, 2020 08:10AM ET

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The funds in our "Magnificent Retirement Mutual Funds" list are among the best managed and best performing mutual funds available. If you are just finding out about our Top-Ranked Funds list, we welcome you!

The easiest way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Using our Zacks Rank of over 19,000 mutual funds, we've identified three outstanding mutual funds that are ideally suited to help long-term investors pursue and achieve their retirement investing goals.

Let's take a look at some of the highest Zacks Ranked mutual funds with the lowest fees.

If you are looking to diversify your portfolio, consider Oppenheimer Discovery I (ODIIX). ODIIX is a Small Cap Growth mutual fund and tends to feature small companies in up-and-coming industries and markets. This fund is a winner, boasting an expense ratio of 0.67%, management fee of 0.63%, and a five-year annualized return track record of 11.74%.

Fidelity Stock Selector Allocation Cap (FDSSX). Expense ratio: 0.65%. Management fee: 0.49%. FDSSX 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. This fund has managed to produce a robust 10.65% over the last five years.

William Blair International Leaders Institutional (WILJX) is an attractive large-cap allocation. WILJX is a part of the Non US - Equity fund category, many of which will focus across all cap levels, and will typically allocate their investments between emerging and developed markets. WILJX has an expense ratio of 0.91%, management fee of 0.85%, and annual returns of 10.09% over the past five years.

So, there you have it - if your advisor has you invested in any of our "Magnificent Retirement Mutual Funds," they are certainly earning their keep. If not, you may want to look elsewhere.

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Central Banks

Interest Rates

Next Meeting

FED

4.50%

Mar 19, 2025

ECB

2.90%

Mar 06, 2025

BOE

4.50%

Mar 20, 2025

SNB

0.50%

Mar 20, 2025

RBA

4.10%

Apr 01, 2025

BOC

3.00%

Mar 12, 2025

RBNZ

3.75%

Apr 09, 2025

BOJ

0.50%

Mar 19, 2025

CBR

21.00%

Mar 21, 2025

RBI

6.25%

Mar 10, 2025

PBOC

3.10%

BCB

13.25%

Mar 19, 2025

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U.S. 5Y	4.065	-0.041	-1.00%
U.S. 3M	4.299	-0.012	-0.28%
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Apple	237.30	-3.06	-1.27%
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Amazon.com	208.74	-5.61	-2.62%
Netflix	963.07	-26.99	-2.73%
Meta Platforms	658.24	-15.46	-2.29%
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3 Magnificent Mutual Funds To Maximize Your Retirement Portfolio - March 19, 2020

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