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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 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 take a look at some of our top-ranked mutual funds with the lowest fees.
MFS Blended Research Mid Cap Eq A (BMSFX - Free Report) : 0.84% expense ratio and 0.5% management fee. BMSFX is a Mid Cap Blend mutual fund. These funds usually seek a stock portfolio of various size and style, which allows for diversification when the focus is on companies with a market cap in the range of $2 billion to $10 billion BMSFX has achieved five-year annual returns of an astounding 13.68%.
Goldman Sachs Technology Tollkeeper A (GITAX): 1.17% expense ratio and 0.94% management fee. GITAX is a Sector - Tech mutual fund, allowing investors to own a stake in a notoriously volatile sector with a much more diversified approach. With yearly returns of 14.52% over the last five years, GITAX is an effectively diversified fund with a long reputation of solidly positive performance.
Lazard Emerging Markets Equity Institutional (LZEMX) is an attractive large-cap allocation. LZEMX 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. LZEMX has an expense ratio of 1.07%, management fee of 1%, and annual returns of 11.54% over the past five years.
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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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 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 take a look at some of our top-ranked mutual funds with the lowest fees.
MFS Blended Research Mid Cap Eq A (BMSFX - Free Report) : 0.84% expense ratio and 0.5% management fee. BMSFX is a Mid Cap Blend mutual fund. These funds usually seek a stock portfolio of various size and style, which allows for diversification when the focus is on companies with a market cap in the range of $2 billion to $10 billion BMSFX has achieved five-year annual returns of an astounding 13.68%.
Goldman Sachs Technology Tollkeeper A (GITAX): 1.17% expense ratio and 0.94% management fee. GITAX is a Sector - Tech mutual fund, allowing investors to own a stake in a notoriously volatile sector with a much more diversified approach. With yearly returns of 14.52% over the last five years, GITAX is an effectively diversified fund with a long reputation of solidly positive performance.
Lazard Emerging Markets Equity Institutional (LZEMX) is an attractive large-cap allocation. LZEMX 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. LZEMX has an expense ratio of 1.07%, management fee of 1%, and annual returns of 11.54% over the past five years.
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.