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There is never a wrong time to invest in mutual funds for retirement. So, if you're still looking for the best mutual funds, the Zacks Mutual Fund Rank can be a great guide.
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 learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Columbia Small Cap Value I Class A (CSMIX - Free Report) has a 1.22% expense ratio and 0.81% management fee. CSMIX is a Small Cap Value mutual fund option, which typically invest in companies with market caps under $2 billion. With yearly returns of 15.68% over the last five years, this fund clearly wins.
NYLI Winslow LargeCap Grow I (MLAIX): 0.69% expense ratio and 0.61% management fee. MLAIX is a Large Cap Growth mutual fund, and these funds invest in many large U.S. firms that are projected to grow at a faster rate than their large-cap peers. MLAIX, with annual returns of 16.62% over the last five years, is a well-diversified fund with a long track record of success.
Nuveen LargeCap Value R6 (TRLIX) is an attractive large-cap allocation. TRLIX 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. TRLIX has an expense ratio of 0.41%, management fee of 0.4%, and annual returns of 15.6% over the past five years.
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 Top-Ranked Mutual Funds for Your Retirement
There is never a wrong time to invest in mutual funds for retirement. So, if you're still looking for the best mutual funds, the Zacks Mutual Fund Rank can be a great guide.
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 learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Columbia Small Cap Value I Class A (CSMIX - Free Report) has a 1.22% expense ratio and 0.81% management fee. CSMIX is a Small Cap Value mutual fund option, which typically invest in companies with market caps under $2 billion. With yearly returns of 15.68% over the last five years, this fund clearly wins.
NYLI Winslow LargeCap Grow I (MLAIX): 0.69% expense ratio and 0.61% management fee. MLAIX is a Large Cap Growth mutual fund, and these funds invest in many large U.S. firms that are projected to grow at a faster rate than their large-cap peers. MLAIX, with annual returns of 16.62% over the last five years, is a well-diversified fund with a long track record of success.
Nuveen LargeCap Value R6 (TRLIX) is an attractive large-cap allocation. TRLIX 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. TRLIX has an expense ratio of 0.41%, management fee of 0.4%, and annual returns of 15.6% over the past five years.
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.