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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, 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.
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 Nuveen Quant SmallCap Equity Retire (TRSEX). TRSEX 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. This fund is a winner, boasting an expense ratio of 0.66%, management fee of 0.4%, and a five-year annualized return track record of 14.44%.
TCW Relative Value Large Cap N (TGDVX): 0.85% expense ratio and 0.6% management fee. TGDVX 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. With yearly returns of 17.66% over the last five years, TGDVX is an effectively diversified fund with a long reputation of solidly positive performance.
Eagle Energy Infrastructure I (EGLIX - Free Report) : 1.4% expense ratio and 1.25% management fee. EGLIX is a Sector - Energy mutual fund, which encompasses a wide range of vastly changing and vitally important industries throughout this massive global sector. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 31.45% over the last five years.
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 Top-Ranked Mutual Funds 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, 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.
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 Nuveen Quant SmallCap Equity Retire (TRSEX). TRSEX 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. This fund is a winner, boasting an expense ratio of 0.66%, management fee of 0.4%, and a five-year annualized return track record of 14.44%.
TCW Relative Value Large Cap N (TGDVX): 0.85% expense ratio and 0.6% management fee. TGDVX 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. With yearly returns of 17.66% over the last five years, TGDVX is an effectively diversified fund with a long reputation of solidly positive performance.
Eagle Energy Infrastructure I (EGLIX - Free Report) : 1.4% expense ratio and 1.25% management fee. EGLIX is a Sector - Energy mutual fund, which encompasses a wide range of vastly changing and vitally important industries throughout this massive global sector. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 31.45% over the last five years.
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.