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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, 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.
If you are looking to diversify your portfolio, consider American Funds Fundamentl Invs F3 (FUNFX - Free Report) . FUNFX 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. This fund is a winner, boasting an expense ratio of 0.27%, management fee of 0.24%, and a five-year annualized return track record of 17.83%.
T. Rowe Price Tax-Efficient Eqty I (TEEFX). Expense ratio: 0.68%. Management fee: 0.63%. TEEFX 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 has managed to produce a robust 16.57% over the last five years.
Harbor International Core Retire (HAORX): 0.77% expense ratio and 0.75% management fee. HAORX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 14.53% over the last five years.
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, 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.
If you are looking to diversify your portfolio, consider American Funds Fundamentl Invs F3 (FUNFX - Free Report) . FUNFX 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. This fund is a winner, boasting an expense ratio of 0.27%, management fee of 0.24%, and a five-year annualized return track record of 17.83%.
T. Rowe Price Tax-Efficient Eqty I (TEEFX). Expense ratio: 0.68%. Management fee: 0.63%. TEEFX 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 has managed to produce a robust 16.57% over the last five years.
Harbor International Core Retire (HAORX): 0.77% expense ratio and 0.75% management fee. HAORX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 14.53% over the last five years.
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.