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3 Top-Performing Mutual Funds to Consider for 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 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.
Goldman Sachs International Equity Insights Service Class (GCISX - Free Report) : 1.31% expense ratio and 0.78% management fee. GCISX 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 annual returns of 10.94% over the last five years, this fund is a winner.
Moerus Worldwide Value Instl (MOWIX) is a stand out amongst its peers. MOWIX is a Global - Equity mutual fund, which invests their assets in large markets, leveraging the global economy. With five-year annualized performance of 20.66%, expense ratio of 1.25% and management fee of 0.95%, this diversified fund is an attractive buy with a strong history of performance.
Northern Large Cap Core (NOLCX). Expense ratio: 0.45%. Management fee: 0.44%. Five year annual return: 16.52%. NOLCX 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.
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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3 Top-Performing Mutual Funds to Consider for 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 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.
Goldman Sachs International Equity Insights Service Class (GCISX - Free Report) : 1.31% expense ratio and 0.78% management fee. GCISX 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 annual returns of 10.94% over the last five years, this fund is a winner.
Moerus Worldwide Value Instl (MOWIX) is a stand out amongst its peers. MOWIX is a Global - Equity mutual fund, which invests their assets in large markets, leveraging the global economy. With five-year annualized performance of 20.66%, expense ratio of 1.25% and management fee of 0.95%, this diversified fund is an attractive buy with a strong history of performance.
Northern Large Cap Core (NOLCX). Expense ratio: 0.45%. Management fee: 0.44%. Five year annual return: 16.52%. NOLCX 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.
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.