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It is never too late to invest in mutual funds for retirement. As such, if you plan to invest in some of the best funds, the Zacks Mutual Fund Rank can provide you with valuable guidance.
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.
American Funds Growth Fund of America 529E (CGFEX) has a 0.87% expense ratio and 0.26% management fee. CGFEX 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. With yearly returns of 12.91% over the last five years, this fund clearly wins.
Cambiar Opportunity Investor (CAMOX - Free Report) is a stand out amongst its peers. CAMOX 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. With five-year annualized performance of 12.87%, expense ratio of 0.84% and management fee of 0.6%, this diversified fund is an attractive buy with a strong history of performance.
JPMorgan Developed Intl Value C (JIUCX): 1.49% expense ratio and 0.55% management fee. JIUCX is a part of the Non US - Equity fund category, many of which will focus across all cap levels, and will typically allocate their investments between emerging and developed markets. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 16.24% over the last five years.
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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3 Top-Ranked Mutual Funds for Your Retirement
It is never too late to invest in mutual funds for retirement. As such, if you plan to invest in some of the best funds, the Zacks Mutual Fund Rank can provide you with valuable guidance.
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.
American Funds Growth Fund of America 529E (CGFEX) has a 0.87% expense ratio and 0.26% management fee. CGFEX 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. With yearly returns of 12.91% over the last five years, this fund clearly wins.
Cambiar Opportunity Investor (CAMOX - Free Report) is a stand out amongst its peers. CAMOX 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. With five-year annualized performance of 12.87%, expense ratio of 0.84% and management fee of 0.6%, this diversified fund is an attractive buy with a strong history of performance.
JPMorgan Developed Intl Value C (JIUCX): 1.49% expense ratio and 0.55% management fee. JIUCX is a part of the Non US - Equity fund category, many of which will focus across all cap levels, and will typically allocate their investments between emerging and developed markets. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 16.24% over the last five years.
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.