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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 best way to shortlist great mutual funds is to ensure solid performance, diversification, and low fees. Some are better than others, but utilizing the Zacks Mutual Fund Rank, we have identified three mutual funds that could be solid additions to one's retirement portfolio.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
Thornburg Investment Income Builder A (TIBAX): 1.12% expense ratio and 0.69% management fee. TIBAX is classified as an Allocation Balanced fund, which seeks to invest in a balance of asset types, like stocks, bonds, and cash, and including precious metals or commodities is not unusual. With annual returns of 13.31% over the last five years, this fund is a winner.
FMI Common Stock Institutional (FMIUX - Free Report) is a stand out amongst its peers. FMIUX 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 With five-year annualized performance of 11.72%, expense ratio of 0.83% and management fee of 0.79%, this diversified fund is an attractive buy with a strong history of performance.
Nuveen Quant SMid-Cap Eq A (TSMEX): 0.79% expense ratio and 0.43% management fee. TSMEX is a Small Cap Blend mutual fund, and usually targets stocks with market caps of less than $2 billion, letting investors diversify their funds among other kinds of small-cap equities. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 12.53% over the last five years.
There you have it. If your financial advisor had you put your money into any of our top-ranked funds, then they've got you covered. If not, you may need to talk.
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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 best way to shortlist great mutual funds is to ensure solid performance, diversification, and low fees. Some are better than others, but utilizing the Zacks Mutual Fund Rank, we have identified three mutual funds that could be solid additions to one's retirement portfolio.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
Thornburg Investment Income Builder A (TIBAX): 1.12% expense ratio and 0.69% management fee. TIBAX is classified as an Allocation Balanced fund, which seeks to invest in a balance of asset types, like stocks, bonds, and cash, and including precious metals or commodities is not unusual. With annual returns of 13.31% over the last five years, this fund is a winner.
FMI Common Stock Institutional (FMIUX - Free Report) is a stand out amongst its peers. FMIUX 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 With five-year annualized performance of 11.72%, expense ratio of 0.83% and management fee of 0.79%, this diversified fund is an attractive buy with a strong history of performance.
Nuveen Quant SMid-Cap Eq A (TSMEX): 0.79% expense ratio and 0.43% management fee. TSMEX is a Small Cap Blend mutual fund, and usually targets stocks with market caps of less than $2 billion, letting investors diversify their funds among other kinds of small-cap equities. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 12.53% over the last five years.
There you have it. If your financial advisor had you put your money into any of our top-ranked funds, then they've got you covered. If not, you may need to talk.