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Becker Value Equity Retail (BVEFX) - free report >>
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Becker Value Equity Retail (BVEFX) - free report >>
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Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?
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.
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.
Let's break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
Becker Value Equity Fund (BVEFX - Free Report) has a 0.78% expense ratio and 0.55% management fee. BVEFX is a Large Cap Value mutual fund, which invests in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. With yearly returns of 10.88% over the last five years, this fund clearly wins.
John Hancock Discipline Value Mid Cap Investor (JVMAX - Free Report) : 1.12% expense ratio and 0.71% management fee. JVMAX is a Mid Cap Value mutual funds that aims to target medium-sized companies that possess strong value and income opportunities for investors. JVMAX, with annual returns of 13.39% over the last five years, is a well-diversified fund with a long track record of success.
Madison Mid Cap A (MERAX - Free Report) : 1.4% expense ratio and 0.74% management fee. MERAX 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. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 14.56% over the last 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.