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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, 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.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
Columbia Dividend Income A (LBSAX - Free Report) : 0.9% expense ratio and 0.53% management fee. LBSAX is a Large Cap Value mutual fund, which invests in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. LBSAX has achieved five-year annual returns of an astounding 12.34%.
Steward Values Enhanced Intl R6 (SNTFX): 0.66% expense ratio and 0.37% management fee. SNTFX is part of the Large Cap Blend section, and these mutual funds most often invest in firms with a market capitalization of $10 billion or more. By investing in bigger companies, these funds offer more stability, and are often well-suited for investors with a "buy and hold" mindset. SNTFX, with annual returns of 11.56% over the last five years, is a well-diversified fund with a long track record of success.
Federated Hermes MDT Sm Cap Core R6 (QLSCX). Expense ratio: 0.87%. Management fee: 0.75%. Five year annual return: 11.83%. QLSCX is a Small Cap Blend mutual fund, allowing investors a way to diversify their funds among various types of small-cap stocks.
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
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, 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.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
Columbia Dividend Income A (LBSAX - Free Report) : 0.9% expense ratio and 0.53% management fee. LBSAX is a Large Cap Value mutual fund, which invests in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. LBSAX has achieved five-year annual returns of an astounding 12.34%.
Steward Values Enhanced Intl R6 (SNTFX): 0.66% expense ratio and 0.37% management fee. SNTFX is part of the Large Cap Blend section, and these mutual funds most often invest in firms with a market capitalization of $10 billion or more. By investing in bigger companies, these funds offer more stability, and are often well-suited for investors with a "buy and hold" mindset. SNTFX, with annual returns of 11.56% over the last five years, is a well-diversified fund with a long track record of success.
Federated Hermes MDT Sm Cap Core R6 (QLSCX). Expense ratio: 0.87%. Management fee: 0.75%. Five year annual return: 11.83%. QLSCX is a Small Cap Blend mutual fund, allowing investors a way to diversify their funds among various types of small-cap stocks.
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.