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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.
The easiest way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Using the Zacks Mutual Fund Rank of over 19,000 mutual funds, we've identified three outstanding mutual funds that are ideally suited to help long-term investors pursue and achieve their retirement investing goals.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
If you are looking to diversify your portfolio, consider
Hartford Emerging Markets Equity R5
(HERTX - Free Report) . HERTX is a Non US - Equity fund. Many of these funds like to allocate across emerging and developed markets, and will often focus on all cap levels. This fund is a winner, boasting an expense ratio of 1.15%, management fee of 0.9%, and a five-year annualized return track record of 9.07%.
Virtus Duff & Phelps Real Asset I
(VADIX - Free Report) . Expense ratio: 0.25%. Management fee: 0%. VADIX 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. This fund has managed to produce a robust 11.06% over the last five years.
Sterling Capital Behavioral Small Value A
(SPSAX - Free Report) : 1.09% expense ratio and 0.6% management fee. SPSAX is a Small Cap Value mutual fund option, which typically invest in companies with market caps under $2 billion. With a five-year annual return of 15.01%, this fund is a well-diversified fund with a long track record of success.
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.
The easiest way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Using the Zacks Mutual Fund Rank of over 19,000 mutual funds, we've identified three outstanding mutual funds that are ideally suited to help long-term investors pursue and achieve their retirement investing goals.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
If you are looking to diversify your portfolio, consider
Hartford Emerging Markets Equity R5
(HERTX - Free Report) . HERTX is a Non US - Equity fund. Many of these funds like to allocate across emerging and developed markets, and will often focus on all cap levels. This fund is a winner, boasting an expense ratio of 1.15%, management fee of 0.9%, and a five-year annualized return track record of 9.07%.Virtus Duff & Phelps Real Asset I
(VADIX - Free Report) . Expense ratio: 0.25%. Management fee: 0%. VADIX 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. This fund has managed to produce a robust 11.06% over the last five years.Sterling Capital Behavioral Small Value A
(SPSAX - Free Report) : 1.09% expense ratio and 0.6% management fee. SPSAX is a Small Cap Value mutual fund option, which typically invest in companies with market caps under $2 billion. With a five-year annual return of 15.01%, this fund is a well-diversified fund with a long track record of success.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.