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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 take a look at some of our top-ranked mutual funds with the lowest fees.
AQR Small Cap Momentum Style I (ASMOX - Free Report) : 0.6% expense ratio and 0.45% management fee. ASMOX is one of many Small Cap Growth mutual funds; these funds tend to create their portfolios around stocks with market capitalization of less than $2 billion. ASMOX has achieved five-year annual returns of an astounding 12.12%.
Fidelity Advisor Stock Select Allocation Cap Institutional (FBRNX). Expense ratio: 0.54%. Management fee: 0.47%. FBRNX is a part of the Large Cap Growth mutual fund category, which invest in many large U.S. companies that are expected to grow much faster compared to other large-cap stocks. This fund has managed to produce a robust 13.02% over the last five years.
Heartland Value Fund Institutional (HNTVX): 0.92% expense ratio and 0.75% management fee. HNTVX is a Small Cap Value mutual fund option, which typically invest in companies with market caps under $2 billion. With a five-year annual return of 15.07%, this fund is a well-diversified fund with a long track record of success.
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
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 take a look at some of our top-ranked mutual funds with the lowest fees.
AQR Small Cap Momentum Style I (ASMOX - Free Report) : 0.6% expense ratio and 0.45% management fee. ASMOX is one of many Small Cap Growth mutual funds; these funds tend to create their portfolios around stocks with market capitalization of less than $2 billion. ASMOX has achieved five-year annual returns of an astounding 12.12%.
Fidelity Advisor Stock Select Allocation Cap Institutional (FBRNX). Expense ratio: 0.54%. Management fee: 0.47%. FBRNX is a part of the Large Cap Growth mutual fund category, which invest in many large U.S. companies that are expected to grow much faster compared to other large-cap stocks. This fund has managed to produce a robust 13.02% over the last five years.
Heartland Value Fund Institutional (HNTVX): 0.92% expense ratio and 0.75% management fee. HNTVX is a Small Cap Value mutual fund option, which typically invest in companies with market caps under $2 billion. With a five-year annual return of 15.07%, this fund is a well-diversified fund with a long track record of success.
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.