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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.
How can you tell a good mutual fund from a bad one? It's pretty basic: if the fund is diversified, has low fees, and shows strong performance, it's a keeper. Of course, there's a wide range, but using the Zacks Mutual Fund Rank, we've found three mutual funds that would be great additions to any long-term investors' portfolios.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
MassMutual Select Diversified Value R5 (MDVSX) has a 0.67% expense ratio and 0.5% management fee. MDVSX is a Large Cap Value fund. These funds invest in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. With yearly returns of 16.35% over the last five years, this fund clearly wins.
JPMorgan Developed Intl Value R2 (JPVZX - Free Report) . Expense ratio: 1.29%. Management fee: 0.55%. JPVZX is a Non US - Equity fund. Many of these funds like to allocate across emerging and developed markets, and will often focus on all cap levels. This fund has managed to produce a robust 19.04% over the last five years.
Sterling Capital Behv Small Val R6 (STRBX): 0.75% expense ratio and 0.6% management fee. STRBX is a Small Cap Value fund, and these funds are known for investing in companies with market caps under $2 billion. With a five-year annual return of 16.55%, this fund is a well-diversified fund with a long track record of success.
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 Great Mutual Fund Picks for Your Retirement
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.
How can you tell a good mutual fund from a bad one? It's pretty basic: if the fund is diversified, has low fees, and shows strong performance, it's a keeper. Of course, there's a wide range, but using the Zacks Mutual Fund Rank, we've found three mutual funds that would be great additions to any long-term investors' portfolios.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
MassMutual Select Diversified Value R5 (MDVSX) has a 0.67% expense ratio and 0.5% management fee. MDVSX is a Large Cap Value fund. These funds invest in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. With yearly returns of 16.35% over the last five years, this fund clearly wins.
JPMorgan Developed Intl Value R2 (JPVZX - Free Report) . Expense ratio: 1.29%. Management fee: 0.55%. JPVZX is a Non US - Equity fund. Many of these funds like to allocate across emerging and developed markets, and will often focus on all cap levels. This fund has managed to produce a robust 19.04% over the last five years.
Sterling Capital Behv Small Val R6 (STRBX): 0.75% expense ratio and 0.6% management fee. STRBX is a Small Cap Value fund, and these funds are known for investing in companies with market caps under $2 billion. With a five-year annual return of 16.55%, this fund is a well-diversified fund with a long track record of success.
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.