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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 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 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 Boston Partners Small Cap Value II Investor (BPSCX - Free Report) . BPSCX is a Small Cap Value fund, and these funds are known for investing in companies with market caps under $2 billion. This fund is a winner, boasting an expense ratio of 1.24%, management fee of 0.85%, and a five-year annualized return track record of 14.07%.
Allspring Discipl US Core R6 (EVSRX): 0.41% expense ratio and 0.35% management fee. EVSRX 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. EVSRX, with annual returns of 19.21% over the last five years, is a well-diversified fund with a long track record of success.
Federated Hermes MDT Sm Cap Core R6 (QLSCX): 0.87% expense ratio and 0.75% management fee. QLSCX 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. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 15.51% over the last 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
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 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 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 Boston Partners Small Cap Value II Investor (BPSCX - Free Report) . BPSCX is a Small Cap Value fund, and these funds are known for investing in companies with market caps under $2 billion. This fund is a winner, boasting an expense ratio of 1.24%, management fee of 0.85%, and a five-year annualized return track record of 14.07%.
Allspring Discipl US Core R6 (EVSRX): 0.41% expense ratio and 0.35% management fee. EVSRX 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. EVSRX, with annual returns of 19.21% over the last five years, is a well-diversified fund with a long track record of success.
Federated Hermes MDT Sm Cap Core R6 (QLSCX): 0.87% expense ratio and 0.75% management fee. QLSCX 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. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 15.51% over the last 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.