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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 easiest, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. The Zacks Mutual Fund Rank, which covers over 19,000 mutual funds, has helped us identify three outstanding options that are perfect for any long-term investors' portfolios that is retirement-focused.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Dean Mid Cap Value Fund (DALCX - Free Report) : 0.85% expense ratio and 0.75% management fee. DALCX is a Mid Cap Value mutual funds that aims to target medium-sized companies that possess strong value and income opportunities for investors. DALCX has achieved five-year annual returns of an astounding 14.84%.
MFS International Growth R6 (MGRDX) is a stand out amongst its peers. MGRDX 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. With five-year annualized performance of 8.96%, expense ratio of 0.68% and management fee of 0.67%, this diversified fund is an attractive buy with a strong history of performance.
Invesco Small Cap Value Y (VSMIX) is an attractive large-cap allocation. VSMIX is a Small Cap Value mutual fund, investing in small companies with stock market valuation less than $2 billion. VSMIX has an expense ratio of 0.82%, management fee of 0.63%, and annual returns of 26.64% 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 easiest, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. The Zacks Mutual Fund Rank, which covers over 19,000 mutual funds, has helped us identify three outstanding options that are perfect for any long-term investors' portfolios that is retirement-focused.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Dean Mid Cap Value Fund (DALCX - Free Report) : 0.85% expense ratio and 0.75% management fee. DALCX is a Mid Cap Value mutual funds that aims to target medium-sized companies that possess strong value and income opportunities for investors. DALCX has achieved five-year annual returns of an astounding 14.84%.
MFS International Growth R6 (MGRDX) is a stand out amongst its peers. MGRDX 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. With five-year annualized performance of 8.96%, expense ratio of 0.68% and management fee of 0.67%, this diversified fund is an attractive buy with a strong history of performance.
Invesco Small Cap Value Y (VSMIX) is an attractive large-cap allocation. VSMIX is a Small Cap Value mutual fund, investing in small companies with stock market valuation less than $2 billion. VSMIX has an expense ratio of 0.82%, management fee of 0.63%, and annual returns of 26.64% 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.