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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 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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
If you are looking to diversify your portfolio, consider Northern Large Cap Core (NOLCX - Free Report) . NOLCX is classified as a Large Cap Blend fund. More often than not, Large Cap Blend mutual funds invest in companies with a market cap of over $10 billion. Buying stakes in bigger companies offer these funds more stability, and are well-suited for investors with a "buy and hold" mindset. This fund is a winner, boasting an expense ratio of 0.45%, management fee of 0.44%, and a five-year annualized return track record of 19.56%.
Davis Financial A (RPFGX): 0.94% expense ratio and 0.55% management fee. RPFGX is a Sector - Finance mutual fund option, which provide investors with a diversified and stabilized investment approach focused on the financial space, which is a notoriously large, complex, and heavily-regulated industry. With yearly returns of 21.76% over the last five years, RPFGX is an effectively diversified fund with a long reputation of solidly positive performance.
T.Rowe Price Integrat US SMIDCore I (TQSIX). Expense ratio: 0.69%. Management fee: 0.63%. Five year annual return: 15.02%. TQSIX is a Small Cap Blend mutual fund that usually targets companies with a market capitalization of less than $2 billion.
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 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 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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
If you are looking to diversify your portfolio, consider Northern Large Cap Core (NOLCX - Free Report) . NOLCX is classified as a Large Cap Blend fund. More often than not, Large Cap Blend mutual funds invest in companies with a market cap of over $10 billion. Buying stakes in bigger companies offer these funds more stability, and are well-suited for investors with a "buy and hold" mindset. This fund is a winner, boasting an expense ratio of 0.45%, management fee of 0.44%, and a five-year annualized return track record of 19.56%.
Davis Financial A (RPFGX): 0.94% expense ratio and 0.55% management fee. RPFGX is a Sector - Finance mutual fund option, which provide investors with a diversified and stabilized investment approach focused on the financial space, which is a notoriously large, complex, and heavily-regulated industry. With yearly returns of 21.76% over the last five years, RPFGX is an effectively diversified fund with a long reputation of solidly positive performance.
T.Rowe Price Integrat US SMIDCore I (TQSIX). Expense ratio: 0.69%. Management fee: 0.63%. Five year annual return: 15.02%. TQSIX is a Small Cap Blend mutual fund that usually targets companies with a market capitalization of less than $2 billion.
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.