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Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?
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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.
Hotchkis and Wiley Global Value A (HWGAX): 1.2% expense ratio and 0.55% management fee. HWGAX is a Global - Equity mutual fund, which invests their assets in large markets, leveraging the global economy. HWGAX has achieved five-year annual returns of an astounding 19.49%.
Bridgeway Ultra Small Company Market Fund (BRSIX - Free Report) . Expense ratio: 0.75%. Management fee: 0.5%. BRSIX is a Small Cap Blend mutual fund that usually targets companies with a market capitalization of less than $2 billion. This fund has managed to produce a robust 12.89% over the last five years.
JPMorgan Value Advantage R3 (JVAPX). Expense ratio: 1.01%. Management fee: 0.5%. Five year annual return: 14.83%. JVAPX 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.
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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Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?
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.
Hotchkis and Wiley Global Value A (HWGAX): 1.2% expense ratio and 0.55% management fee. HWGAX is a Global - Equity mutual fund, which invests their assets in large markets, leveraging the global economy. HWGAX has achieved five-year annual returns of an astounding 19.49%.
Bridgeway Ultra Small Company Market Fund (BRSIX - Free Report) . Expense ratio: 0.75%. Management fee: 0.5%. BRSIX is a Small Cap Blend mutual fund that usually targets companies with a market capitalization of less than $2 billion. This fund has managed to produce a robust 12.89% over the last five years.
JPMorgan Value Advantage R3 (JVAPX). Expense ratio: 1.01%. Management fee: 0.5%. Five year annual return: 14.83%. JVAPX 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.
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.