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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 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 break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
Brandes International Equity Fund A (BIEAX - Free Report) : 1.1% expense ratio and 0.75% management fee. BIEAX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. With annual returns of 16.93% over the last five years, this fund is a winner.
GMO Global Developed Equity Allocation FdIII (GWOAX): 0.01% expense ratio and 0% management fee. GWOAX 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. With yearly returns of 13.79% over the last five years, GWOAX is an effectively diversified fund with a long reputation of solidly positive performance.
Janus Henderson Contrarian A (JCNAX): 0.9% expense ratio and 0.49% management fee. JCNAX 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 a five-year annual return of 13.56%, this fund is a well-diversified fund with a long track record of success.
These examples highlight the fact that there are some astonishingly good mutual funds out there. If your advisor has you in the good ones, bravo! If not, you may need to have a talk.
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3 Great Mutual Fund Picks for Your Retirement
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 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 break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
Brandes International Equity Fund A (BIEAX - Free Report) : 1.1% expense ratio and 0.75% management fee. BIEAX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. With annual returns of 16.93% over the last five years, this fund is a winner.
GMO Global Developed Equity Allocation FdIII (GWOAX): 0.01% expense ratio and 0% management fee. GWOAX 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. With yearly returns of 13.79% over the last five years, GWOAX is an effectively diversified fund with a long reputation of solidly positive performance.
Janus Henderson Contrarian A (JCNAX): 0.9% expense ratio and 0.49% management fee. JCNAX 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 a five-year annual return of 13.56%, this fund is a well-diversified fund with a long track record of success.
These examples highlight the fact that there are some astonishingly good mutual funds out there. If your advisor has you in the good ones, bravo! If not, you may need to have a talk.