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Make the Most of Your Retirement with These Top-Ranked Mutual Funds
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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.
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 I (BISMX - Free Report) . BISMX is a part of the Non US - Equity fund category, many of which will focus across all cap levels, and will typically allocate their investments between emerging and developed markets. This fund is a winner, boasting an expense ratio of 1.1%, management fee of 0.95%, and a five-year annualized return track record of 26.78%.
American Funds Income Fund of America F1 (IFAFX): 0.63% expense ratio and 0.23% management fee. IFAFX 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. IFAFX, with annual returns of 10.34% over the last five years, is a well-diversified fund with a long track record of success.
JPMorgan Growth Advantage R6 (JGVVX). Expense ratio: 0.53%. Management fee: 0.5%. Five year annual return: 17.59%. JGVVX is a part of the Large Cap Growth mutual fund category, which invest in many large U.S. companies that are expected to grow much faster compared to other large-cap stocks.
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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Make the Most of Your Retirement with These Top-Ranked Mutual Funds
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.
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 I (BISMX - Free Report) . BISMX is a part of the Non US - Equity fund category, many of which will focus across all cap levels, and will typically allocate their investments between emerging and developed markets. This fund is a winner, boasting an expense ratio of 1.1%, management fee of 0.95%, and a five-year annualized return track record of 26.78%.
American Funds Income Fund of America F1 (IFAFX): 0.63% expense ratio and 0.23% management fee. IFAFX 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. IFAFX, with annual returns of 10.34% over the last five years, is a well-diversified fund with a long track record of success.
JPMorgan Growth Advantage R6 (JGVVX). Expense ratio: 0.53%. Management fee: 0.5%. Five year annual return: 17.59%. JGVVX is a part of the Large Cap Growth mutual fund category, which invest in many large U.S. companies that are expected to grow much faster compared to other large-cap stocks.
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.