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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 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 break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
Fidelity Select Energy Portfolio (FSENX - Free Report) has a 0.65% expense ratio and 0.64% management fee. FSENX is a Sector - Energy fund, which are comprised of various changing and hugely important industries throughout the massive global energy sector. With yearly returns of 23.97% over the last five years, this fund clearly wins.
Janus Henderson Global Research D (JANWX): 0.84% expense ratio and 0.59% management fee. JANWX is a Global - Equity mutual fund. These funds invest in large markets like the U.S., Europe, and Japan, and operate with very few geographical limitations With yearly returns of 15.74% over the last five years, JANWX is an effectively diversified fund with a long reputation of solidly positive performance.
Lord Abbett Affiliated Fund R2 (LAFQX): 1.04% expense ratio and 0.32% management fee. LAFQX is a Large Cap Value fund. These funds invest in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. With a five-year annual return of 12.98%, this fund is a well-diversified fund with a long track record of success.
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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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 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 break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
Fidelity Select Energy Portfolio (FSENX - Free Report) has a 0.65% expense ratio and 0.64% management fee. FSENX is a Sector - Energy fund, which are comprised of various changing and hugely important industries throughout the massive global energy sector. With yearly returns of 23.97% over the last five years, this fund clearly wins.
Janus Henderson Global Research D (JANWX): 0.84% expense ratio and 0.59% management fee. JANWX is a Global - Equity mutual fund. These funds invest in large markets like the U.S., Europe, and Japan, and operate with very few geographical limitations With yearly returns of 15.74% over the last five years, JANWX is an effectively diversified fund with a long reputation of solidly positive performance.
Lord Abbett Affiliated Fund R2 (LAFQX): 1.04% expense ratio and 0.32% management fee. LAFQX is a Large Cap Value fund. These funds invest in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. With a five-year annual return of 12.98%, this fund is a well-diversified fund with a long track record of success.
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.