We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
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.
Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?
Read MoreHide Full Article
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 take a look at some of our top-ranked mutual funds with the lowest fees.
AQR Global Equity Fund I (AQGIX - Free Report) : 0.8% expense ratio and 0.6% management fee. AQGIX is a Global - Equity mutual fund. These funds invest in large markets like the U.S., Europe, and Japan, and operate with very few geographical limitations. AQGIX has achieved five-year annual returns of an astounding 10.78%.
Columbia Small Cap Value I Class Y (CSVYX - Free Report) : 0.86% expense ratio and 0.81% management fee. CSVYX is a Small Cap Value mutual fund option, which typically invest in companies with market caps under $2 billion. CSVYX, with annual returns of 11.89% over the last five years, is a well-diversified fund with a long track record of success.
Fidelity Select Health Care Services (FSHCX - Free Report) . Expense ratio: 0.73%. Management fee: 0.53%. Five year annual return: 12.72%. FSHCX is part of the Sector - Health category, offering investors a focus on the healthcare industry, one of the largest sectors in the American economy.
There you have it. If your financial advisor had you put your money into any of our top-ranked funds, then they've got you covered. If not, you may need to talk.
See More Zacks Research for These Tickers
Normally $25 each - click below to receive one report FREE:
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.
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 take a look at some of our top-ranked mutual funds with the lowest fees.
AQR Global Equity Fund I (AQGIX - Free Report) : 0.8% expense ratio and 0.6% management fee. AQGIX is a Global - Equity mutual fund. These funds invest in large markets like the U.S., Europe, and Japan, and operate with very few geographical limitations. AQGIX has achieved five-year annual returns of an astounding 10.78%.
Columbia Small Cap Value I Class Y (CSVYX - Free Report) : 0.86% expense ratio and 0.81% management fee. CSVYX is a Small Cap Value mutual fund option, which typically invest in companies with market caps under $2 billion. CSVYX, with annual returns of 11.89% over the last five years, is a well-diversified fund with a long track record of success.
Fidelity Select Health Care Services (FSHCX - Free Report) . Expense ratio: 0.73%. Management fee: 0.53%. Five year annual return: 12.72%. FSHCX is part of the Sector - Health category, offering investors a focus on the healthcare industry, one of the largest sectors in the American economy.
There you have it. If your financial advisor had you put your money into any of our top-ranked funds, then they've got you covered. If not, you may need to talk.