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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 best way to shortlist great mutual funds is to ensure solid performance, diversification, and low fees. Some are better than others, but utilizing the Zacks Mutual Fund Rank, we have identified three mutual funds that could be solid additions to one's retirement portfolio.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
American Funds Growth and Income Portfolio F2 (GAIEX - Free Report) has a 0.11% expense ratio and 0% management fee. GAIEX 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 yearly returns of 11.77% over the last five years, this fund clearly wins.
AB International Small Cap Adv (IRCYX). Expense ratio: 1.07%. Management fee: 1%. IRCYX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. This fund has managed to produce a robust 11.24% over the last five years.
O'Shaughnessey MarketLeadersValue I (OFVIX) is an attractive large-cap allocation. OFVIX is a part of the Large Cap Value category, and invests in equities with a market capitalization of $10 billion or more, but whose share prices do not reflect their intrinsic value. OFVIX has an expense ratio of 0.55%, management fee of 0.4%, and annual returns of 19.12% over the past 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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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 best way to shortlist great mutual funds is to ensure solid performance, diversification, and low fees. Some are better than others, but utilizing the Zacks Mutual Fund Rank, we have identified three mutual funds that could be solid additions to one's retirement portfolio.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
American Funds Growth and Income Portfolio F2 (GAIEX - Free Report) has a 0.11% expense ratio and 0% management fee. GAIEX 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 yearly returns of 11.77% over the last five years, this fund clearly wins.
AB International Small Cap Adv (IRCYX). Expense ratio: 1.07%. Management fee: 1%. IRCYX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. This fund has managed to produce a robust 11.24% over the last five years.
O'Shaughnessey MarketLeadersValue I (OFVIX) is an attractive large-cap allocation. OFVIX is a part of the Large Cap Value category, and invests in equities with a market capitalization of $10 billion or more, but whose share prices do not reflect their intrinsic value. OFVIX has an expense ratio of 0.55%, management fee of 0.4%, and annual returns of 19.12% over the past 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.