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It is never too late to invest in mutual funds for retirement. As such, if you plan to invest in some of the best funds, the Zacks Mutual Fund Rank can provide you with valuable guidance.
The easiest, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. The Zacks Mutual Fund Rank, which covers over 19,000 mutual funds, has helped us identify three outstanding options that are perfect for any long-term investors' portfolios that is retirement-focused.
Let's break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
DFA US Large Cap Equity Institutional
(DUSQX - Free Report) : 0.14% expense ratio and 0.1% management fee. DUSQX 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 annual returns of 15.65% over the last five years, this fund is a winner.
QS Global Equity 1
(LMPEX - Free Report) . Expense ratio: 1.06%. Management fee: 0.75%. LMPEX is a part of the Non US - Equity fund category, many of which will focus across all cap levels, and will typically allocate their investments between emerging and developed markets. This fund has managed to produce a robust 14.97% over the last five years.
AllianzGI Mid-Cap Fund A
(RMDAX - Free Report) is an attractive large-cap allocation. RMDAX is a Mid Cap Growth mutual fund. These mutual funds choose companies with a stock market valuation between $2 billion and $10 billion. RMDAX has an expense ratio of 1.01%, management fee of 0.47%, and annual returns of 11.98% over the past five years.
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
It is never too late to invest in mutual funds for retirement. As such, if you plan to invest in some of the best funds, the Zacks Mutual Fund Rank can provide you with valuable guidance.
The easiest, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. The Zacks Mutual Fund Rank, which covers over 19,000 mutual funds, has helped us identify three outstanding options that are perfect for any long-term investors' portfolios that is retirement-focused.
Let's break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
DFA US Large Cap Equity Institutional
(DUSQX - Free Report) : 0.14% expense ratio and 0.1% management fee. DUSQX 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 annual returns of 15.65% over the last five years, this fund is a winner.QS Global Equity 1
(LMPEX - Free Report) . Expense ratio: 1.06%. Management fee: 0.75%. LMPEX is a part of the Non US - Equity fund category, many of which will focus across all cap levels, and will typically allocate their investments between emerging and developed markets. This fund has managed to produce a robust 14.97% over the last five years.AllianzGI Mid-Cap Fund A
(RMDAX - Free Report) is an attractive large-cap allocation. RMDAX is a Mid Cap Growth mutual fund. These mutual funds choose companies with a stock market valuation between $2 billion and $10 billion. RMDAX has an expense ratio of 1.01%, management fee of 0.47%, and annual returns of 11.98% over the past five years.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.