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AQR Small Cap Multi-Style I (QSMLX) - free report >>
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AQR Small Cap Multi-Style I (QSMLX) - free report >>
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Make the Most of Your Retirement with These Top-Ranked Mutual Funds
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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
Homestead Value Fund (HOVLX - Free Report) has a 0.62% expense ratio and 0.48% management fee. HOVLX 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 11.86% over the last five years, this fund clearly wins.
T. Rowe Price Capital Opportunity R (RRCOX - Free Report) . Expense ratio: 1%. Management fee: 0.33%. RRCOX is a Large Cap Blend fund, targeting companies with market caps of over $10 billion. These funds offer investors a stability, and are perfect for people with a "buy and hold" mindset. This fund has managed to produce a robust 14.3% over the last five years.
AQR Small Cap Multi-Style I (QSMLX - Free Report) : 0.6% expense ratio and 0.45% management fee. QSMLX is a Small Cap Blend mutual fund, and usually targets stocks with market caps of less than $2 billion, letting investors diversify their funds among other kinds of small-cap equities. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 10.17% 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.