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Make the Most of Your Retirement with These Top-Ranked Mutual Funds
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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, 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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
American Funds Fundamental Investors C (AFICX - Free Report) : 1.33% expense ratio and 0.24% management fee. AFICX is part of the Large Cap Blend section, and these mutual funds most often invest in firms with a market capitalization of $10 billion or more. By investing in bigger companies, these funds offer more stability, and are often well-suited for investors with a "buy and hold" mindset. With annual returns of 14.58% over the last five years, this fund is a winner.
Nuveen Multi-Cap Value I (NQVRX) is a stand out amongst its peers. NQVRX 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 five-year annualized performance of 17.26%, expense ratio of 0.9% and management fee of 0.7%, this diversified fund is an attractive buy with a strong history of performance.
Oakmark Select Institutional (OANLX): 0.76% expense ratio and 0.71% management fee. OANLX, an All Cap Value option, is a type of mutual fund that buys stakes in companies in all three valuation categories With a five-year annual return of 18.02%, this fund is a well-diversified fund with a long track record of success.
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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Make the Most of Your Retirement with These Top-Ranked Mutual Funds
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, 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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
American Funds Fundamental Investors C (AFICX - Free Report) : 1.33% expense ratio and 0.24% management fee. AFICX is part of the Large Cap Blend section, and these mutual funds most often invest in firms with a market capitalization of $10 billion or more. By investing in bigger companies, these funds offer more stability, and are often well-suited for investors with a "buy and hold" mindset. With annual returns of 14.58% over the last five years, this fund is a winner.
Nuveen Multi-Cap Value I (NQVRX) is a stand out amongst its peers. NQVRX 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 five-year annualized performance of 17.26%, expense ratio of 0.9% and management fee of 0.7%, this diversified fund is an attractive buy with a strong history of performance.
Oakmark Select Institutional (OANLX): 0.76% expense ratio and 0.71% management fee. OANLX, an All Cap Value option, is a type of mutual fund that buys stakes in companies in all three valuation categories With a five-year annual return of 18.02%, this fund is a well-diversified fund with a long track record of success.
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.