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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, 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.
AQR Large Cap Defensive Style I (AUEIX - Free Report) : 0.39% expense ratio and 0.25% management fee. AUEIX is classified as a Large Cap Blend fund. More often than not, Large Cap Blend mutual funds invest in companies with a market cap of over $10 billion. Buying stakes in bigger companies offer these funds more stability, and are well-suited for investors with a "buy and hold" mindset. AUEIX has achieved five-year annual returns of an astounding 8.55%.
Fidelity Contrafund K (FCNKX): 0.68% expense ratio and 0.55% management fee. FCNKX is a Large Cap Growth option; these mutual funds purchase stakes in numerous large U.S. companies that are expected to develop and grow at a faster rate than other large-cap stocks. FCNKX, with annual returns of 15.11% over the last five years, is a well-diversified fund with a long track record of success.
Nationwide Bailard Cognitive Value A (NWHDX): 1.23% expense ratio and 0.75% management fee. NWHDX is a Small Cap Value fund, and these funds are known for investing in companies with market caps under $2 billion. With a five-year annual return of 15.22%, this fund is a well-diversified fund with a long track record of success.
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 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 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.
AQR Large Cap Defensive Style I (AUEIX - Free Report) : 0.39% expense ratio and 0.25% management fee. AUEIX is classified as a Large Cap Blend fund. More often than not, Large Cap Blend mutual funds invest in companies with a market cap of over $10 billion. Buying stakes in bigger companies offer these funds more stability, and are well-suited for investors with a "buy and hold" mindset. AUEIX has achieved five-year annual returns of an astounding 8.55%.
Fidelity Contrafund K (FCNKX): 0.68% expense ratio and 0.55% management fee. FCNKX is a Large Cap Growth option; these mutual funds purchase stakes in numerous large U.S. companies that are expected to develop and grow at a faster rate than other large-cap stocks. FCNKX, with annual returns of 15.11% over the last five years, is a well-diversified fund with a long track record of success.
Nationwide Bailard Cognitive Value A (NWHDX): 1.23% expense ratio and 0.75% management fee. NWHDX is a Small Cap Value fund, and these funds are known for investing in companies with market caps under $2 billion. With a five-year annual return of 15.22%, this fund is a well-diversified fund with a long track record of success.
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.