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Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?
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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 break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
DFA US Vector Equity I (DFVEX - Free Report) : 0.27% expense ratio and 0.2% management fee. DFVEX is a Mid Cap Blend mutual fund, and usually features a portfolio with stocks of various styles and sizes, allowing for diversification within a strategy that focuses on mid cap companies. With annual returns of 16.35% over the last five years, this fund is a winner.
Fidelity Advisor Growth Opportunities I (FAGCX) is a stand out amongst its peers. FAGCX 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. With five-year annualized performance of 16.01%, expense ratio of 0.61% and management fee of 0.48%, this diversified fund is an attractive buy with a strong history of performance.
Transamerica International Stock A (TIHAX). Expense ratio: 1.13%. Management fee: 0.7%. Five year annual return: 15.72%. TIHAX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too.
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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Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?
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 break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
DFA US Vector Equity I (DFVEX - Free Report) : 0.27% expense ratio and 0.2% management fee. DFVEX is a Mid Cap Blend mutual fund, and usually features a portfolio with stocks of various styles and sizes, allowing for diversification within a strategy that focuses on mid cap companies. With annual returns of 16.35% over the last five years, this fund is a winner.
Fidelity Advisor Growth Opportunities I (FAGCX) is a stand out amongst its peers. FAGCX 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. With five-year annualized performance of 16.01%, expense ratio of 0.61% and management fee of 0.48%, this diversified fund is an attractive buy with a strong history of performance.
Transamerica International Stock A (TIHAX). Expense ratio: 1.13%. Management fee: 0.7%. Five year annual return: 15.72%. TIHAX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too.
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.