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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 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.
If you are looking to diversify your portfolio, consider MFS Blended Research Growth Eq R1 (BRWRX - Free Report) . BRWRX is a Large Cap Growth mutual fund, and these funds invest in many large U.S. firms that are projected to grow at a faster rate than their large-cap peers. This fund is a winner, boasting an expense ratio of 1.49%, management fee of 0.25%, and a five-year annualized return track record of 15.95%.
Principal Mid Cap R5 (PMBPX) is a stand out amongst its peers. PMBPX is a Mid Cap Growth mutual fund. These mutual funds choose companies with a stock market valuation between $2 billion and $10 billion. With five-year annualized performance of 11.94%, expense ratio of 0.82% and management fee of 0.57%, this diversified fund is an attractive buy with a strong history of performance.
Davis Balanced Y (DCSYX) is an attractive large-cap allocation. DCSYX 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. DCSYX has an expense ratio of 0.67%, management fee of 0.55%, and annual returns of 15.09% 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
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 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.
If you are looking to diversify your portfolio, consider MFS Blended Research Growth Eq R1 (BRWRX - Free Report) . BRWRX is a Large Cap Growth mutual fund, and these funds invest in many large U.S. firms that are projected to grow at a faster rate than their large-cap peers. This fund is a winner, boasting an expense ratio of 1.49%, management fee of 0.25%, and a five-year annualized return track record of 15.95%.
Principal Mid Cap R5 (PMBPX) is a stand out amongst its peers. PMBPX is a Mid Cap Growth mutual fund. These mutual funds choose companies with a stock market valuation between $2 billion and $10 billion. With five-year annualized performance of 11.94%, expense ratio of 0.82% and management fee of 0.57%, this diversified fund is an attractive buy with a strong history of performance.
Davis Balanced Y (DCSYX) is an attractive large-cap allocation. DCSYX 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. DCSYX has an expense ratio of 0.67%, management fee of 0.55%, and annual returns of 15.09% 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.