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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 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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
Columbia Small Cap Value I Class Z (CSCZX - Free Report) has a 0.96% expense ratio and 0.81% management fee. CSCZX is a Small Cap Value mutual fund option, which typically invest in companies with market caps under $2 billion. With yearly returns of 16.24% over the last five years, this fund clearly wins.
LSV US Managed Volatility Instl (LSVMX): 0.55% expense ratio and 0.45% management fee. LSVMX 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. With yearly returns of 10.78% over the last five years, LSVMX is an effectively diversified fund with a long reputation of solidly positive performance.
Principal Capital Appreciation R3 (PCAOX). Expense ratio: 0.99%. Management fee: 0.42%. Five year annual return: 14.99%. PCAOX is part of the Large Cap Blend section, and these mutual funds most often invest in firms with a market capitalization of $10 billion or more. By investing in bigger companies, these funds offer more stability, and are often well-suited for investors with a "buy and hold" mindset.
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 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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
Columbia Small Cap Value I Class Z (CSCZX - Free Report) has a 0.96% expense ratio and 0.81% management fee. CSCZX is a Small Cap Value mutual fund option, which typically invest in companies with market caps under $2 billion. With yearly returns of 16.24% over the last five years, this fund clearly wins.
LSV US Managed Volatility Instl (LSVMX): 0.55% expense ratio and 0.45% management fee. LSVMX 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. With yearly returns of 10.78% over the last five years, LSVMX is an effectively diversified fund with a long reputation of solidly positive performance.
Principal Capital Appreciation R3 (PCAOX). Expense ratio: 0.99%. Management fee: 0.42%. Five year annual return: 14.99%. PCAOX is part of the Large Cap Blend section, and these mutual funds most often invest in firms with a market capitalization of $10 billion or more. By investing in bigger companies, these funds offer more stability, and are often well-suited for investors with a "buy and hold" mindset.
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.