Back to top
See More Zacks Research for These Tickers
Normally $25 each - click below to receive one report FREE:
THIRD AVENUE VALUE FD INSTL (TAVFX) - free report >>
We use cookies to understand how you use our site and to improve your experience. This includes personalizing content and advertising. To learn more, click here. By continuing to use our site, you accept our use of cookies, revised Privacy Policy and Terms of Service.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
THIRD AVENUE VALUE FD INSTL (TAVFX) - free report >>
Image: Bigstock
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.
The easiest way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Using the Zacks Mutual Fund 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 break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
AB Value Adviser (ABVYX - Free Report) : 0.71% expense ratio and 0.55% management fee. ABVYX is a part of the Large Cap Value category, and invests in equities with a market capitalization of $10 billion or more, but whose share prices do not reflect their intrinsic value. With annual returns of 11.37% over the last five years, this fund is a winner.
MFS Union Standard Equity Fund I (MUSEX - Free Report) : 0.49% expense ratio and 0.4% management fee. MUSEX is classified as a Large Cap Blend fund. More often than not, Large Cap Blend mutual funds invest in companies with a market cap of over $10 billion. Buying stakes in bigger companies offer these funds more stability, and are well-suited for investors with a "buy and hold" mindset. With yearly returns of 15.66% over the last five years, MUSEX is an effectively diversified fund with a long reputation of solidly positive performance.
Third Avenue Value Fund Institutional (TAVFX - Free Report) : 1.17% expense ratio and 0.9% management fee. TAVFX is a Small Cap Value fund, and these funds are known for investing in companies with market caps under $2 billion. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 16% over the last five years.
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.