We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
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.
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 investors' portfolios.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Fidelity Equity-Income Fund K (FEIKX - Free Report) has a 0.46% expense ratio and 0.45% management fee. FEIKX 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. With yearly returns of 13.96% over the last five years, this fund clearly wins.
AMG RiverRoad LargeCap Value Sel N (FQUAX) is a stand out amongst its peers. FQUAX is a Long Short - Equity fund, and these funds aim to minimize exposure to the broader market, taking long positions in equities that are expected to appreciate and short positions in equities that are projected to decline. With five-year annualized performance of 13.45%, expense ratio of 0.95% and management fee of 0.35%, this diversified fund is an attractive buy with a strong history of performance.
Vanguard Explorer Value Fund (VEVFX): 0.54% expense ratio and 0.48% management fee. VEVFX is a Small Cap Blend mutual fund, and usually targets stocks with market caps of less than $2 billion, letting investors diversify their funds among other kinds of small-cap equities. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 13.09% 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.
See More Zacks Research for These Tickers
Normally $25 each - click below to receive one report FREE:
Image: Bigstock
3 Great Mutual Fund Picks 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.
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 investors' portfolios.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Fidelity Equity-Income Fund K (FEIKX - Free Report) has a 0.46% expense ratio and 0.45% management fee. FEIKX 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. With yearly returns of 13.96% over the last five years, this fund clearly wins.
AMG RiverRoad LargeCap Value Sel N (FQUAX) is a stand out amongst its peers. FQUAX is a Long Short - Equity fund, and these funds aim to minimize exposure to the broader market, taking long positions in equities that are expected to appreciate and short positions in equities that are projected to decline. With five-year annualized performance of 13.45%, expense ratio of 0.95% and management fee of 0.35%, this diversified fund is an attractive buy with a strong history of performance.
Vanguard Explorer Value Fund (VEVFX): 0.54% expense ratio and 0.48% management fee. VEVFX is a Small Cap Blend mutual fund, and usually targets stocks with market caps of less than $2 billion, letting investors diversify their funds among other kinds of small-cap equities. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 13.09% 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.