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Make the Most of Your Retirement with These Top-Ranked Mutual Funds
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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.
How can you tell a good mutual fund from a bad one? It's pretty basic: if the fund is diversified, has low fees, and shows strong performance, it's a keeper. Of course, there's a wide range, but using the Zacks Mutual Fund Rank, we've found three mutual funds that would be great additions to any long-term investors' portfolios.
Let's break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
If you are looking to diversify your portfolio, consider Guidestone International Equity Institutional (GIEYX - Free Report) . GIEYX 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. This fund is a winner, boasting an expense ratio of 0.85%, management fee of 0.76%, and a five-year annualized return track record of 11.26%.
Principal Capital Appreciation R5 (PCAQX): 0.68% expense ratio and 0.42% management fee. PCAQX 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. With yearly returns of 15.93% over the last five years, PCAQX is an effectively diversified fund with a long reputation of solidly positive performance.
Nationwide BNYMellon US Eq Inc IS (NWAOX). Expense ratio: 0.7%. Management fee: 0.6%. Five year annual return: 18.05%. NWAOX is a Large Cap Value fund. These funds invest in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value.
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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Make the Most of Your Retirement with These Top-Ranked Mutual Funds
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.
How can you tell a good mutual fund from a bad one? It's pretty basic: if the fund is diversified, has low fees, and shows strong performance, it's a keeper. Of course, there's a wide range, but using the Zacks Mutual Fund Rank, we've found three mutual funds that would be great additions to any long-term investors' portfolios.
Let's break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
If you are looking to diversify your portfolio, consider Guidestone International Equity Institutional (GIEYX - Free Report) . GIEYX 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. This fund is a winner, boasting an expense ratio of 0.85%, management fee of 0.76%, and a five-year annualized return track record of 11.26%.
Principal Capital Appreciation R5 (PCAQX): 0.68% expense ratio and 0.42% management fee. PCAQX 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. With yearly returns of 15.93% over the last five years, PCAQX is an effectively diversified fund with a long reputation of solidly positive performance.
Nationwide BNYMellon US Eq Inc IS (NWAOX). Expense ratio: 0.7%. Management fee: 0.6%. Five year annual return: 18.05%. NWAOX is a Large Cap Value fund. These funds invest in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value.
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.