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Make the Most of Your Retirement with These Top-Ranked Mutual Funds
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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 take a look at some of our top-ranked mutual funds with the lowest fees.
If you are looking to diversify your portfolio, consider Franklin Small Cap Value A (FRVLX - Free Report) . FRVLX is a Small Cap Value mutual fund option, which typically invest in companies with market caps under $2 billion. This fund is a winner, boasting an expense ratio of 0.96%, management fee of 0.55%, and a five-year annualized return track record of 12.43%.
SA Emerging Markets Value Fund (SAEMX): 1.04% expense ratio and 0.81% management fee. SAEMX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. SAEMX, with annual returns of 11.5% over the last five years, is a well-diversified fund with a long track record of success.
Tortoise Energy Infrast Total Ret I (TORIX) is an attractive large-cap allocation. TORIX is classified as a Sector - Energy mutual fund. Throughout the massive global energy sector, these funds hold a wide range of quickly changing and vitally important industries. TORIX has an expense ratio of 0.92%, management fee of 0.85%, and annual returns of 25.91% over the past 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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Make the Most of Your Retirement with These Top-Ranked Mutual Funds
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 take a look at some of our top-ranked mutual funds with the lowest fees.
If you are looking to diversify your portfolio, consider Franklin Small Cap Value A (FRVLX - Free Report) . FRVLX is a Small Cap Value mutual fund option, which typically invest in companies with market caps under $2 billion. This fund is a winner, boasting an expense ratio of 0.96%, management fee of 0.55%, and a five-year annualized return track record of 12.43%.
SA Emerging Markets Value Fund (SAEMX): 1.04% expense ratio and 0.81% management fee. SAEMX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. SAEMX, with annual returns of 11.5% over the last five years, is a well-diversified fund with a long track record of success.
Tortoise Energy Infrast Total Ret I (TORIX) is an attractive large-cap allocation. TORIX is classified as a Sector - Energy mutual fund. Throughout the massive global energy sector, these funds hold a wide range of quickly changing and vitally important industries. TORIX has an expense ratio of 0.92%, management fee of 0.85%, and annual returns of 25.91% over the past 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.