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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 take a look at some of our top-ranked mutual funds with the lowest fees.
LSV Conservative Value Equity Investor (LVAVX): 0.6% expense ratio and 0.38% management fee. LVAVX is a Large Cap Value mutual fund, which invests in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. LVAVX has achieved five-year annual returns of an astounding 15.35%.
AMG RiverRoad LargeCap Value Sel N (FQUAX - Free Report) : 0.95% expense ratio and 0.35% management fee. FQUAX is a Long Short - Equity mutual fund, which look at taking long positions in equities that are expected to appreciate and short positions in equities that are projected to decline, but overall, hope to minimize their market exposure. FQUAX, with annual returns of 14.18% over the last five years, is a well-diversified fund with a long track record of success.
FullerThaler Behav SmCap Grow A (FTXAX): 1.29% expense ratio and 0.85% management fee. FTXAX is a Small Cap Growth mutual fund and tends to feature small companies in up-and-coming industries and markets. With a five-year annual return of 16.54%, 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
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 take a look at some of our top-ranked mutual funds with the lowest fees.
LSV Conservative Value Equity Investor (LVAVX): 0.6% expense ratio and 0.38% management fee. LVAVX is a Large Cap Value mutual fund, which invests in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. LVAVX has achieved five-year annual returns of an astounding 15.35%.
AMG RiverRoad LargeCap Value Sel N (FQUAX - Free Report) : 0.95% expense ratio and 0.35% management fee. FQUAX is a Long Short - Equity mutual fund, which look at taking long positions in equities that are expected to appreciate and short positions in equities that are projected to decline, but overall, hope to minimize their market exposure. FQUAX, with annual returns of 14.18% over the last five years, is a well-diversified fund with a long track record of success.
FullerThaler Behav SmCap Grow A (FTXAX): 1.29% expense ratio and 0.85% management fee. FTXAX is a Small Cap Growth mutual fund and tends to feature small companies in up-and-coming industries and markets. With a five-year annual return of 16.54%, 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.