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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 break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
American Funds Investor Company of America R6 (RICGX): 0.26% expense ratio and 0.23% management fee. RICGX 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. With annual returns of 16.61% over the last five years, this fund is a winner.
Eaton Vance Greater India I (EGIIX - Free Report) is a stand out amongst its peers. EGIIX is classified as a Pacific Rim - Equity fund, and these types of mutual funds see big investment opportunities in the dominant export-focused markets of Hong Kong, Singapore, Taiwan, and Korea. With five-year annualized performance of 9.97%, expense ratio of 1.32% and management fee of 1%, this diversified fund is an attractive buy with a strong history of performance.
Nationwide Bailard International Equities R6 (NWHMX): 0.89% expense ratio and 0.75% management fee. NWHMX 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. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 10.78% over the last five years.
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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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 break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
American Funds Investor Company of America R6 (RICGX): 0.26% expense ratio and 0.23% management fee. RICGX 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. With annual returns of 16.61% over the last five years, this fund is a winner.
Eaton Vance Greater India I (EGIIX - Free Report) is a stand out amongst its peers. EGIIX is classified as a Pacific Rim - Equity fund, and these types of mutual funds see big investment opportunities in the dominant export-focused markets of Hong Kong, Singapore, Taiwan, and Korea. With five-year annualized performance of 9.97%, expense ratio of 1.32% and management fee of 1%, this diversified fund is an attractive buy with a strong history of performance.
Nationwide Bailard International Equities R6 (NWHMX): 0.89% expense ratio and 0.75% management fee. NWHMX 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. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 10.78% over the last five years.
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.