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Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?
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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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
If you are looking to diversify your portfolio, consider Brandes International Small Cap Equity A (BISAX - Free Report) . BISAX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. This fund is a winner, boasting an expense ratio of 1.32%, management fee of 0.95%, and a five-year annualized return track record of 26.54%.
American Funds Washington Mutual Investors 529A (CWMAX). Expense ratio: 0.59%. Management fee: 0.22%. CWMAX 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. This fund has managed to produce a robust 15.95% over the last five years.
PGIM QuantSolutions SmCap Value R (TSVRX). Expense ratio: 1.28%. Management fee: 0.6%. Five year annual return: 15.81%. TSVRX is a Small Cap Value mutual fund, investing in small companies with stock market valuation less than $2 billion.
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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Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?
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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
If you are looking to diversify your portfolio, consider Brandes International Small Cap Equity A (BISAX - Free Report) . BISAX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. This fund is a winner, boasting an expense ratio of 1.32%, management fee of 0.95%, and a five-year annualized return track record of 26.54%.
American Funds Washington Mutual Investors 529A (CWMAX). Expense ratio: 0.59%. Management fee: 0.22%. CWMAX 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. This fund has managed to produce a robust 15.95% over the last five years.
PGIM QuantSolutions SmCap Value R (TSVRX). Expense ratio: 1.28%. Management fee: 0.6%. Five year annual return: 15.81%. TSVRX is a Small Cap Value mutual fund, investing in small companies with stock market valuation less than $2 billion.
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.