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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 learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Bridgeway Aggressive Investors 1 (BRAGX - Free Report) : 0.86% expense ratio and 0.6% management fee. BRAGX is an All Cap Growth mutual fund investing in a wide variety of equities, no matter the size of the company and as long as the firm exhibits growth characteristics. With annual returns of 12.93% over the last five years, this fund is a winner.
Causeway International Value Institutional (CIVIX): 0.85% expense ratio and 0.8% management fee. CIVIX 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. CIVIX, with annual returns of 13.3% over the last five years, is a well-diversified fund with a long track record of success.
FPA Queens Road SmCap Value Adv (QRSAX): 0.86% expense ratio and 0.66% management fee. QRSAX is a Small Cap Value mutual fund option, which typically invest in companies with market caps under $2 billion. With a five-year annual return of 10.3%, this fund is a well-diversified fund with a long track record of success.
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 learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Bridgeway Aggressive Investors 1 (BRAGX - Free Report) : 0.86% expense ratio and 0.6% management fee. BRAGX is an All Cap Growth mutual fund investing in a wide variety of equities, no matter the size of the company and as long as the firm exhibits growth characteristics. With annual returns of 12.93% over the last five years, this fund is a winner.
Causeway International Value Institutional (CIVIX): 0.85% expense ratio and 0.8% management fee. CIVIX 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. CIVIX, with annual returns of 13.3% over the last five years, is a well-diversified fund with a long track record of success.
FPA Queens Road SmCap Value Adv (QRSAX): 0.86% expense ratio and 0.66% management fee. QRSAX is a Small Cap Value mutual fund option, which typically invest in companies with market caps under $2 billion. With a five-year annual return of 10.3%, this fund is a well-diversified fund with a long track record of success.
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.