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There is never a wrong time to invest in mutual funds for retirement. So, if you're still looking for the best mutual funds, the Zacks Mutual Fund Rank can be a great guide.
The best way to shortlist great mutual funds is to ensure solid performance, diversification, and low fees. Some are better than others, but utilizing the Zacks Mutual Fund Rank, we have identified three mutual funds that could be solid additions to one's retirement portfolio.
Let's break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
GMO Global Equity Allocation R6 (GMADX) has a 0.01% expense ratio and 0% management fee. GMADX 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. With yearly returns of 13.34% over the last five years, this fund clearly wins.
Causeway International Opportunities Investor (CIOVX - Free Report) is a stand out amongst its peers. CIOVX is a part of the Non US - Equity fund category, many of which will focus across all cap levels, and will typically allocate their investments between emerging and developed markets. With five-year annualized performance of 15.71%, expense ratio of 1.2% and management fee of 0.8%, this diversified fund is an attractive buy with a strong history of performance.
Fidelity Advisor Diversified Stock A (FDTOX). Expense ratio: 0.76%. Management fee: 0.5%. Five year annual return: 16.56%. FDTOX 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.
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
There is never a wrong time to invest in mutual funds for retirement. So, if you're still looking for the best mutual funds, the Zacks Mutual Fund Rank can be a great guide.
The best way to shortlist great mutual funds is to ensure solid performance, diversification, and low fees. Some are better than others, but utilizing the Zacks Mutual Fund Rank, we have identified three mutual funds that could be solid additions to one's retirement portfolio.
Let's break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
GMO Global Equity Allocation R6 (GMADX) has a 0.01% expense ratio and 0% management fee. GMADX 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. With yearly returns of 13.34% over the last five years, this fund clearly wins.
Causeway International Opportunities Investor (CIOVX - Free Report) is a stand out amongst its peers. CIOVX is a part of the Non US - Equity fund category, many of which will focus across all cap levels, and will typically allocate their investments between emerging and developed markets. With five-year annualized performance of 15.71%, expense ratio of 1.2% and management fee of 0.8%, this diversified fund is an attractive buy with a strong history of performance.
Fidelity Advisor Diversified Stock A (FDTOX). Expense ratio: 0.76%. Management fee: 0.5%. Five year annual return: 16.56%. FDTOX 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.
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.