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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, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. The Zacks Mutual Fund Rank, which covers over 19,000 mutual funds, has helped us identify three outstanding options that are perfect for any long-term investors' portfolios that is retirement-focused.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
DFA US Vector Equity I (DFVEX) has a 0.27% expense ratio and 0.2% management fee. DFVEX is a Mid Cap Blend mutual fund that typically features a portfolio filled with stocks of various sizes and styles; it allows for a diversification strategy focusing on companies with market caps between $2 billion and $10 billion. With yearly returns of 13.44% over the last five years, this fund clearly wins.
Brandes Small Cap Value A (BSCAX - Free Report) : 1.15% expense ratio and 0.7% management fee. BSCAX is a Small Cap Value fund, and these funds are known for investing in companies with market caps under $2 billion. BSCAX, with annual returns of 17.67% over the last five years, is a well-diversified fund with a long track record of success.
Columbia Integrated LrgCap Value A (ILVBX) is an attractive large-cap allocation. ILVBX is a part of the Large Cap Value category, and invests in equities with a market capitalization of $10 billion or more, but whose share prices do not reflect their intrinsic value. ILVBX has an expense ratio of 0.77%, management fee of 0.75%, and annual returns of 12.84% over the past five years.
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, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. The Zacks Mutual Fund Rank, which covers over 19,000 mutual funds, has helped us identify three outstanding options that are perfect for any long-term investors' portfolios that is retirement-focused.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
DFA US Vector Equity I (DFVEX) has a 0.27% expense ratio and 0.2% management fee. DFVEX is a Mid Cap Blend mutual fund that typically features a portfolio filled with stocks of various sizes and styles; it allows for a diversification strategy focusing on companies with market caps between $2 billion and $10 billion. With yearly returns of 13.44% over the last five years, this fund clearly wins.
Brandes Small Cap Value A (BSCAX - Free Report) : 1.15% expense ratio and 0.7% management fee. BSCAX is a Small Cap Value fund, and these funds are known for investing in companies with market caps under $2 billion. BSCAX, with annual returns of 17.67% over the last five years, is a well-diversified fund with a long track record of success.
Columbia Integrated LrgCap Value A (ILVBX) is an attractive large-cap allocation. ILVBX is a part of the Large Cap Value category, and invests in equities with a market capitalization of $10 billion or more, but whose share prices do not reflect their intrinsic value. ILVBX has an expense ratio of 0.77%, management fee of 0.75%, and annual returns of 12.84% over the past five years.
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.