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Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?
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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.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
American Funds International Growth & Income 529F (CGIFX - Free Report) has a 0.73% expense ratio and 0.48% management fee. CGIFX 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 yearly returns of 9.19% over the last five years, this fund clearly wins.
Causeway Global Value Institutional (CGVIX): 0.85% expense ratio and 0.8% management fee. CGVIX is a Global - Equity mutual fund. These funds invest in large markets like the U.S., Europe, and Japan, and operate with very few geographical limitations CGVIX, with annual returns of 15.02% over the last five years, is a well-diversified fund with a long track record of success.
Franklin Utilities R (FRURX): 1.06% expense ratio and 0.46% management fee. FRURX is a Sector - Utilities fund, and these types of mutual funds are known for their stability; they focus on companies that provide essential services to millions of people on a daily basis like electric power, gas distribution, and water supply. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 11.61% over the last 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?
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.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
American Funds International Growth & Income 529F (CGIFX - Free Report) has a 0.73% expense ratio and 0.48% management fee. CGIFX 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 yearly returns of 9.19% over the last five years, this fund clearly wins.
Causeway Global Value Institutional (CGVIX): 0.85% expense ratio and 0.8% management fee. CGVIX is a Global - Equity mutual fund. These funds invest in large markets like the U.S., Europe, and Japan, and operate with very few geographical limitations CGVIX, with annual returns of 15.02% over the last five years, is a well-diversified fund with a long track record of success.
Franklin Utilities R (FRURX): 1.06% expense ratio and 0.46% management fee. FRURX is a Sector - Utilities fund, and these types of mutual funds are known for their stability; they focus on companies that provide essential services to millions of people on a daily basis like electric power, gas distribution, and water supply. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 11.61% over the last 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.