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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, 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.
Wilshire Large Company Growth Institutional (WLCGX): 1% expense ratio and 0.75% management fee. WLCGX 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. WLCGX has achieved five-year annual returns of an astounding 16.78%.
Allspring Discipl US Core R6 (EVSRX - Free Report) is a stand out amongst its peers. EVSRX 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 five-year annualized performance of 18.05%, expense ratio of 0.41% and management fee of 0.35%, this diversified fund is an attractive buy with a strong history of performance.
American Funds Balanced R5E (RLEFX) is an attractive large-cap allocation. RLEFX is classified as an Allocation Balanced fund, which seeks to invest in a balance of asset types, like stocks, bonds, and cash, and including precious metals or commodities is not unusual. RLEFX has an expense ratio of 0.4%, management fee of 0.21%, and annual returns of 10.24% over the past five years.
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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3 Great Mutual Fund Picks for Your Retirement
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, 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.
Wilshire Large Company Growth Institutional (WLCGX): 1% expense ratio and 0.75% management fee. WLCGX 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. WLCGX has achieved five-year annual returns of an astounding 16.78%.
Allspring Discipl US Core R6 (EVSRX - Free Report) is a stand out amongst its peers. EVSRX 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 five-year annualized performance of 18.05%, expense ratio of 0.41% and management fee of 0.35%, this diversified fund is an attractive buy with a strong history of performance.
American Funds Balanced R5E (RLEFX) is an attractive large-cap allocation. RLEFX is classified as an Allocation Balanced fund, which seeks to invest in a balance of asset types, like stocks, bonds, and cash, and including precious metals or commodities is not unusual. RLEFX has an expense ratio of 0.4%, management fee of 0.21%, and annual returns of 10.24% over the past five years.
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.