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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 learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
If you are looking to diversify your portfolio, consider Touchstone Small Company A (SAGWX). SAGWX is a Small Cap Blend mutual fund, and usually targets stocks with market caps of less than $2 billion, letting investors diversify their funds among other kinds of small-cap equities. This fund is a winner, boasting an expense ratio of 1.15%, management fee of 0.67%, and a five-year annualized return track record of 14.8%.
JPMorgan Equity Income R4 (OIEQX): 0.7% expense ratio and 0.4% management fee. OIEQX is a Large Cap Blend fund, targeting companies with market caps of over $10 billion. These funds offer investors a stability, and are perfect for people with a "buy and hold" mindset. With yearly returns of 12.83% over the last five years, OIEQX is an effectively diversified fund with a long reputation of solidly positive performance.
Brandes Small Cap Value I (BSCMX - Free Report) is an attractive large-cap allocation. BSCMX is a Small Cap Value mutual fund option, which typically invest in companies with market caps under $2 billion. BSCMX has an expense ratio of 0.9%, management fee of 0.7%, and annual returns of 21.67% over the past five years.
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 learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
If you are looking to diversify your portfolio, consider Touchstone Small Company A (SAGWX). SAGWX is a Small Cap Blend mutual fund, and usually targets stocks with market caps of less than $2 billion, letting investors diversify their funds among other kinds of small-cap equities. This fund is a winner, boasting an expense ratio of 1.15%, management fee of 0.67%, and a five-year annualized return track record of 14.8%.
JPMorgan Equity Income R4 (OIEQX): 0.7% expense ratio and 0.4% management fee. OIEQX is a Large Cap Blend fund, targeting companies with market caps of over $10 billion. These funds offer investors a stability, and are perfect for people with a "buy and hold" mindset. With yearly returns of 12.83% over the last five years, OIEQX is an effectively diversified fund with a long reputation of solidly positive performance.
Brandes Small Cap Value I (BSCMX - Free Report) is an attractive large-cap allocation. BSCMX is a Small Cap Value mutual fund option, which typically invest in companies with market caps under $2 billion. BSCMX has an expense ratio of 0.9%, management fee of 0.7%, and annual returns of 21.67% over the past five years.
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.