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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.
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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
If you are looking to diversify your portfolio, consider
Lord Abbett Affiliated Fund R3
(LAFRX - Free Report) . LAFRX is a part of the Large Cap Value category, and invests in equities with a market capitalization of $10 billion or more, but whose share prices do not reflect their intrinsic value. This fund is a winner, boasting an expense ratio of 0.94%, management fee of 0.32%, and a five-year annualized return track record of 14.98%.
Victory Strategic Allocation I
: 0.15% expense ratio and 0.1% management fee. VBFIX is classified as an Allocation Balanced fund, which seeks to invest in a balance of asset types, like stocks, bonds, and cash, and including precious metals or commodities is not unusual. VBFIX, with annual returns of 10.23% over the last five years, is a well-diversified fund with a long track record of success.
AQR Small Cap Multi-Style R6
(QSERX - Free Report) . Expense ratio: 0.5%. Management fee: 0.45%. Five year annual return: 18.31%. QSERX is a Small Cap Blend mutual fund, allowing investors a way to diversify their funds among various types of small-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 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.
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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
If you are looking to diversify your portfolio, consider
Lord Abbett Affiliated Fund R3
(LAFRX - Free Report) . LAFRX is a part of the Large Cap Value category, and invests in equities with a market capitalization of $10 billion or more, but whose share prices do not reflect their intrinsic value. This fund is a winner, boasting an expense ratio of 0.94%, management fee of 0.32%, and a five-year annualized return track record of 14.98%.Victory Strategic Allocation I
: 0.15% expense ratio and 0.1% management fee. VBFIX is classified as an Allocation Balanced fund, which seeks to invest in a balance of asset types, like stocks, bonds, and cash, and including precious metals or commodities is not unusual. VBFIX, with annual returns of 10.23% over the last five years, is a well-diversified fund with a long track record of success.AQR Small Cap Multi-Style R6
(QSERX - Free Report) . Expense ratio: 0.5%. Management fee: 0.45%. Five year annual return: 18.31%. QSERX is a Small Cap Blend mutual fund, allowing investors a way to diversify their funds among various types of small-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.