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3 Magnificent Mutual Funds to Maximize Your Retirement Portfolio
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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 take a look at some of our top-ranked mutual funds with the lowest fees.
Janus Henderson Research I (JRAIX - Free Report) has a 0.64% expense ratio and 0.53% management fee. JRAIX 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 yearly returns of 16.31% over the last five years, this fund clearly wins.
BlackRock Basic Value I (MABAX) is a stand out amongst its peers. MABAX is a Large Cap Value mutual fund, which invests in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. With five-year annualized performance of 14.15%, expense ratio of 0.57% and management fee of 0.42%, this diversified fund is an attractive buy with a strong history of performance.
SA Emerging Markets Value Fund (SAEMX): 1.04% expense ratio and 0.81% management fee. SAEMX 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. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 11.6% over the last five years.
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 Magnificent Mutual Funds to Maximize Your Retirement Portfolio
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 take a look at some of our top-ranked mutual funds with the lowest fees.
Janus Henderson Research I (JRAIX - Free Report) has a 0.64% expense ratio and 0.53% management fee. JRAIX 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 yearly returns of 16.31% over the last five years, this fund clearly wins.
BlackRock Basic Value I (MABAX) is a stand out amongst its peers. MABAX is a Large Cap Value mutual fund, which invests in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. With five-year annualized performance of 14.15%, expense ratio of 0.57% and management fee of 0.42%, this diversified fund is an attractive buy with a strong history of performance.
SA Emerging Markets Value Fund (SAEMX): 1.04% expense ratio and 0.81% management fee. SAEMX 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. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 11.6% over the last five years.
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.