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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.
Cambiar Opportunity Investor (CAMOX - Free Report) : 0.84% expense ratio and 0.6% management fee. CAMOX 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. CAMOX has achieved five-year annual returns of an astounding 12.92%.
MFS International Growth I (MQGIX). Expense ratio: 0.8%. Management fee: 0.67%. MQGIX is a Non US - Equity fund. Many of these funds like to allocate across emerging and developed markets, and will often focus on all cap levels. This fund has managed to produce a robust 8.82% over the last five years.
American Funds Washington Mutual Investors R3 (RWMCX) is an attractive large-cap allocation. RWMCX 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. RWMCX has an expense ratio of 0.91%, management fee of 0.22%, and annual returns of 15.06% over the past five years.
We hope that your investment advisor (if you use one) has you invested in one or all of the top-ranked mutual funds we've reviewed. But if that isn't the case, it might be time to have a conversation or reconsider this vitally important relationship.
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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.
Cambiar Opportunity Investor (CAMOX - Free Report) : 0.84% expense ratio and 0.6% management fee. CAMOX 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. CAMOX has achieved five-year annual returns of an astounding 12.92%.
MFS International Growth I (MQGIX). Expense ratio: 0.8%. Management fee: 0.67%. MQGIX is a Non US - Equity fund. Many of these funds like to allocate across emerging and developed markets, and will often focus on all cap levels. This fund has managed to produce a robust 8.82% over the last five years.
American Funds Washington Mutual Investors R3 (RWMCX) is an attractive large-cap allocation. RWMCX 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. RWMCX has an expense ratio of 0.91%, management fee of 0.22%, and annual returns of 15.06% over the past five years.
We hope that your investment advisor (if you use one) has you invested in one or all of the top-ranked mutual funds we've reviewed. But if that isn't the case, it might be time to have a conversation or reconsider this vitally important relationship.