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3 Magnificent Mutual Funds to Maximize 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 take a look at some of our top-ranked mutual funds with the lowest fees.
Fidelity Select Banking (FSRBX) has a 0.7% expense ratio and 0.67% management fee. FSRBX is a Sector - Finance mutual fund option, which provide investors with a diversified and stabilized investment approach focused on the financial space, which is a notoriously large, complex, and heavily-regulated industry. With yearly returns of 15.28% over the last five years, this fund clearly wins.
Ave Maria Catholic Values Fund (AVEMX - Free Report) : 0.91% expense ratio and 0.75% management fee. AVEMX is a Mid Cap Blend mutual fund. These funds usually seek a stock portfolio of various size and style, which allows for diversification when the focus is on companies with a market cap in the range of $2 billion to $10 billion AVEMX, with annual returns of 11.02% over the last five years, is a well-diversified fund with a long track record of success.
Pzena International SmCap Value Inv (PZVIX): 1.33% expense ratio and 0.95% management fee. PZVIX 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 a five-year annual return of 13.88%, 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 Magnificent Mutual Funds to Maximize 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 take a look at some of our top-ranked mutual funds with the lowest fees.
Fidelity Select Banking (FSRBX) has a 0.7% expense ratio and 0.67% management fee. FSRBX is a Sector - Finance mutual fund option, which provide investors with a diversified and stabilized investment approach focused on the financial space, which is a notoriously large, complex, and heavily-regulated industry. With yearly returns of 15.28% over the last five years, this fund clearly wins.
Ave Maria Catholic Values Fund (AVEMX - Free Report) : 0.91% expense ratio and 0.75% management fee. AVEMX is a Mid Cap Blend mutual fund. These funds usually seek a stock portfolio of various size and style, which allows for diversification when the focus is on companies with a market cap in the range of $2 billion to $10 billion AVEMX, with annual returns of 11.02% over the last five years, is a well-diversified fund with a long track record of success.
Pzena International SmCap Value Inv (PZVIX): 1.33% expense ratio and 0.95% management fee. PZVIX 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 a five-year annual return of 13.88%, 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.