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3 Magnificent Mutual Funds to Maximize Your Retirement Portfolio
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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 way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Using the Zacks Mutual Fund Rank of over 19,000 mutual funds, we've identified three outstanding mutual funds that are ideally suited to help long-term investors pursue and achieve their retirement investing goals.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
If you are looking to diversify your portfolio, consider American Funds Mutual Fund 529F (CMLFX - Free Report) . CMLFX 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. This fund is a winner, boasting an expense ratio of 0.43%, management fee of 0.23%, and a five-year annualized return track record of 12.16%.
Columbia Small Cap Value I Class A (CSMIX): 1.21% expense ratio and 0.81% management fee. CSMIX is a Small Cap Value mutual fund option, which typically invest in companies with market caps under $2 billion. With yearly returns of 16.35% over the last five years, CSMIX is an effectively diversified fund with a long reputation of solidly positive performance.
Hartford International Value R3 (HILRX). Expense ratio: 1.47%. Management fee: 0.77%. Five year annual return: 16.56%. HILRX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too.
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 Magnificent Mutual Funds to Maximize Your Retirement Portfolio
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 way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Using the Zacks Mutual Fund Rank of over 19,000 mutual funds, we've identified three outstanding mutual funds that are ideally suited to help long-term investors pursue and achieve their retirement investing goals.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
If you are looking to diversify your portfolio, consider American Funds Mutual Fund 529F (CMLFX - Free Report) . CMLFX 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. This fund is a winner, boasting an expense ratio of 0.43%, management fee of 0.23%, and a five-year annualized return track record of 12.16%.
Columbia Small Cap Value I Class A (CSMIX): 1.21% expense ratio and 0.81% management fee. CSMIX is a Small Cap Value mutual fund option, which typically invest in companies with market caps under $2 billion. With yearly returns of 16.35% over the last five years, CSMIX is an effectively diversified fund with a long reputation of solidly positive performance.
Hartford International Value R3 (HILRX). Expense ratio: 1.47%. Management fee: 0.77%. Five year annual return: 16.56%. HILRX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too.
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.