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There is never a wrong time to invest in mutual funds for retirement. So, if you're still looking for the best mutual funds, the Zacks Mutual Fund Rank can be a great guide.
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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
Sterling Capital Behv Small Val R6 (STRBX): 0.75% expense ratio and 0.6% management fee. STRBX is a Small Cap Value mutual fund, investing in small companies with stock market valuation less than $2 billion. STRBX has achieved five-year annual returns of an astounding 14.25%.
BlackRock Advantage Large Cap Value I (MALVX): 0.54% expense ratio and 0.49% management fee. MALVX 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. MALVX, with annual returns of 12.85% over the last five years, is a well-diversified fund with a long track record of success.
Franklin Utilities A1 (FKUTX - Free Report) . Expense ratio: 0.71%. Management fee: 0.46%. Five year annual return: 12%. Sector - Utilities funds like FKUTX focus their investments on firms that provide essential daily services to millions of people like electric power, gas distribution, and water supply.
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
There is never a wrong time to invest in mutual funds for retirement. So, if you're still looking for the best mutual funds, the Zacks Mutual Fund Rank can be a great guide.
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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
Sterling Capital Behv Small Val R6 (STRBX): 0.75% expense ratio and 0.6% management fee. STRBX is a Small Cap Value mutual fund, investing in small companies with stock market valuation less than $2 billion. STRBX has achieved five-year annual returns of an astounding 14.25%.
BlackRock Advantage Large Cap Value I (MALVX): 0.54% expense ratio and 0.49% management fee. MALVX 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. MALVX, with annual returns of 12.85% over the last five years, is a well-diversified fund with a long track record of success.
Franklin Utilities A1 (FKUTX - Free Report) . Expense ratio: 0.71%. Management fee: 0.46%. Five year annual return: 12%. Sector - Utilities funds like FKUTX focus their investments on firms that provide essential daily services to millions of people like electric power, gas distribution, and water supply.
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.