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Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds.
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.
Bridgeway Omni Small Cap Value Fund
(BOSVX - Free Report) : 0.88% expense ratio and 0.45% management fee. BOSVX is a Small Cap Value fund, and these funds are known for investing in companies with market caps under $2 billion. BOSVX has achieved five-year annual returns of an astounding 15.5%.
DFA US Large Company I
(DFUSX - Free Report) . Expense ratio: 0.08%. Management fee: 0.06%. DFUSX is part of the Large Cap Blend section, and these mutual funds most often invest in firms with a market capitalization of $10 billion or more. By investing in bigger companies, these funds offer more stability, and are often well-suited for investors with a "buy and hold" mindset. This fund has managed to produce a robust 15.85% over the last five years.
JPMorgan Intrepid Growth I
(JPGSX - Free Report) . Expense ratio: 0.59%. Management fee: 0.3%. Five year annual return: 18.48%. JPGSX is a Large Cap Growth option; these mutual funds purchase stakes in numerous large U.S. companies that are expected to develop and grow at a faster rate than other large-cap stocks.
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.
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3 Top-Ranked Mutual Funds for Your Retirement
Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds.
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.
Bridgeway Omni Small Cap Value Fund
(BOSVX - Free Report) : 0.88% expense ratio and 0.45% management fee. BOSVX is a Small Cap Value fund, and these funds are known for investing in companies with market caps under $2 billion. BOSVX has achieved five-year annual returns of an astounding 15.5%.DFA US Large Company I
(DFUSX - Free Report) . Expense ratio: 0.08%. Management fee: 0.06%. DFUSX is part of the Large Cap Blend section, and these mutual funds most often invest in firms with a market capitalization of $10 billion or more. By investing in bigger companies, these funds offer more stability, and are often well-suited for investors with a "buy and hold" mindset. This fund has managed to produce a robust 15.85% over the last five years.JPMorgan Intrepid Growth I
(JPGSX - Free Report) . Expense ratio: 0.59%. Management fee: 0.3%. Five year annual return: 18.48%. JPGSX is a Large Cap Growth option; these mutual funds purchase stakes in numerous large U.S. companies that are expected to develop and grow at a faster rate than other large-cap stocks.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.