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Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds.
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 Brown Advisory WMC Strategic European Equity & Income I (BAFHX - Free Report) . BAFHX is a Europe - Equity mutual fund investing in stocks across the vast European continent. This fund is a winner, boasting an expense ratio of 1.05%, management fee of 0.9%, and a five-year annualized return track record of 17.19%.
JPMorgan Large Cap Value Fund R6 (JLVMX). Expense ratio: 0.44%. Management fee: 0.4%. JLVMX 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. This fund has managed to produce a robust 17.5% over the last five years.
Victory RS Global Growth A (RSGGX). Expense ratio: 0.85%. Management fee: 0.6%. Five year annual return: 14.24%. RSGGX is a Global - Equity mutual fund investing in bigger markets like the U.S., Europe, and Japan; these kinds of funds aren't limited by geography.
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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3 Great Mutual Fund Picks for Your Retirement
Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds.
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 Brown Advisory WMC Strategic European Equity & Income I (BAFHX - Free Report) . BAFHX is a Europe - Equity mutual fund investing in stocks across the vast European continent. This fund is a winner, boasting an expense ratio of 1.05%, management fee of 0.9%, and a five-year annualized return track record of 17.19%.
JPMorgan Large Cap Value Fund R6 (JLVMX). Expense ratio: 0.44%. Management fee: 0.4%. JLVMX 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. This fund has managed to produce a robust 17.5% over the last five years.
Victory RS Global Growth A (RSGGX). Expense ratio: 0.85%. Management fee: 0.6%. Five year annual return: 14.24%. RSGGX is a Global - Equity mutual fund investing in bigger markets like the U.S., Europe, and Japan; these kinds of funds aren't limited by geography.
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.