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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 break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
Janus Henderson Global Technology S (JATSX): 1.21% expense ratio and 0.64% management fee. JATSX is a Sector - Tech mutual fund, allowing investors to own a stake in a notoriously volatile sector with a much more diversified approach. JATSX has achieved five-year annual returns of an astounding 15.8%.
Ave Maria Catholic Values Fund (AVEMX - Free Report) : 0.91% expense ratio and 0.75% management fee. AVEMX is a Mid Cap Blend mutual fund. These funds usually seek a stock portfolio of various size and style, which allows for diversification when the focus is on companies with a market cap in the range of $2 billion to $10 billion AVEMX, with annual returns of 15.8% over the last five years, is a well-diversified fund with a long track record of success.
Franklin Templeton SMACS (FQTEX). Expense ratio: 0.06%. Management fee: 0%. Five year annual return: 15.11%. FQTEX 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.
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 break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
Janus Henderson Global Technology S (JATSX): 1.21% expense ratio and 0.64% management fee. JATSX is a Sector - Tech mutual fund, allowing investors to own a stake in a notoriously volatile sector with a much more diversified approach. JATSX has achieved five-year annual returns of an astounding 15.8%.
Ave Maria Catholic Values Fund (AVEMX - Free Report) : 0.91% expense ratio and 0.75% management fee. AVEMX is a Mid Cap Blend mutual fund. These funds usually seek a stock portfolio of various size and style, which allows for diversification when the focus is on companies with a market cap in the range of $2 billion to $10 billion AVEMX, with annual returns of 15.8% over the last five years, is a well-diversified fund with a long track record of success.
Franklin Templeton SMACS (FQTEX). Expense ratio: 0.06%. Management fee: 0%. Five year annual return: 15.11%. FQTEX 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.
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.