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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 best way to shortlist great mutual funds is to ensure solid performance, diversification, and low fees. Some are better than others, but utilizing the Zacks Mutual Fund Rank, we have identified three mutual funds that could be solid additions to one's retirement portfolio.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
Brandes International Small Cap Equity A
(BISAX - Free Report) : 1.32% expense ratio and 0.95% management fee. BISAX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. BISAX has achieved five-year annual returns of an astounding 14.14%.
DFA US Vector Equity I
(DFVEX - Free Report) . Expense ratio: 0.28%. Management fee: 0.25%. DFVEX is a Mid Cap Blend mutual fund, and usually features a portfolio with stocks of various styles and sizes, allowing for diversification within a strategy that focuses on mid cap companies. This fund has managed to produce a robust 11.02% over the last five years.
Fidelity Magellan Fund K
(FMGKX - Free Report) : 0.5% expense ratio and 0.39% management fee. FMGKX 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. With a five-year annual return of 14.86%, this fund is a well-diversified fund with a long track record of success.
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.
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3 Great Mutual Fund Picks for Your Retirement
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 best way to shortlist great mutual funds is to ensure solid performance, diversification, and low fees. Some are better than others, but utilizing the Zacks Mutual Fund Rank, we have identified three mutual funds that could be solid additions to one's retirement portfolio.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
Brandes International Small Cap Equity A
(BISAX - Free Report) : 1.32% expense ratio and 0.95% management fee. BISAX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. BISAX has achieved five-year annual returns of an astounding 14.14%.DFA US Vector Equity I
(DFVEX - Free Report) . Expense ratio: 0.28%. Management fee: 0.25%. DFVEX is a Mid Cap Blend mutual fund, and usually features a portfolio with stocks of various styles and sizes, allowing for diversification within a strategy that focuses on mid cap companies. This fund has managed to produce a robust 11.02% over the last five years.Fidelity Magellan Fund K
(FMGKX - Free Report) : 0.5% expense ratio and 0.39% management fee. FMGKX 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. With a five-year annual return of 14.86%, this fund is a well-diversified fund with a long track record of success.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.