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3 Top-Performing Mutual Funds to Consider for Your Retirement Portfolio
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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 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.
Brown Capital Management International Small Company Fund Investor
(BCSVX - Free Report) : 1.31% expense ratio and 1% management fee. BCSVX 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. With annual returns of 8.17% over the last five years, this fund is a winner.
T. Rowe Price Cap Appreciation Adviser
(PACLX - Free Report) . Expense ratio: 0.96%. Management fee: 0.58%. PACLX is an All Cap Value mutual fund, which invests in small, medium, and large-cap companies, though they end up focusing on bigger firms due to percentage of assets. This fund has managed to produce a robust 10.9% over the last five years.
TSW Large Cap Value Instl
(TSWEX - Free Report) : 0.73% expense ratio and 0.58% management fee. TSWEX is a Large Cap Value fund. These funds invest in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 13.78% over the last 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-Performing Mutual Funds to Consider for Your Retirement Portfolio
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 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.
Brown Capital Management International Small Company Fund Investor
(BCSVX - Free Report) : 1.31% expense ratio and 1% management fee. BCSVX 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. With annual returns of 8.17% over the last five years, this fund is a winner.T. Rowe Price Cap Appreciation Adviser
(PACLX - Free Report) . Expense ratio: 0.96%. Management fee: 0.58%. PACLX is an All Cap Value mutual fund, which invests in small, medium, and large-cap companies, though they end up focusing on bigger firms due to percentage of assets. This fund has managed to produce a robust 10.9% over the last five years.TSW Large Cap Value Instl
(TSWEX - Free Report) : 0.73% expense ratio and 0.58% management fee. TSWEX is a Large Cap Value fund. These funds invest in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 13.78% over the last 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.