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Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds.
How can you tell a good mutual fund from a bad one? It's pretty basic: if the fund is diversified, has low fees, and shows strong performance, it's a keeper. Of course, there's a wide range, but using the Zacks Mutual Fund Rank, we've found three mutual funds that would be great additions to any long-term investors' portfolios.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
American Funds Washington Mutual Investors C (WSHCX): 1.31% expense ratio and 0.22% management fee. WSHCX 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. With annual returns of 13.02% over the last five years, this fund is a winner.
Janus Henderson Global Technology D (JNGTX - Free Report) . Expense ratio: 0.81%. Management fee: 0.64%. With a much more diversified approach, JNGTX--part of the Sector - Tech mutual fund category--gives investors a way to own a stake in the notoriously risky tech sector. This fund has managed to produce a robust 13.52% over the last five years.
Third Avenue Value Z (TAVZX): 1.06% expense ratio and 0.9% management fee. TAVZX is a Small Cap Value fund, and these funds are known for investing in companies with market caps under $2 billion. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 18.11% 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
Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds.
How can you tell a good mutual fund from a bad one? It's pretty basic: if the fund is diversified, has low fees, and shows strong performance, it's a keeper. Of course, there's a wide range, but using the Zacks Mutual Fund Rank, we've found three mutual funds that would be great additions to any long-term investors' portfolios.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
American Funds Washington Mutual Investors C (WSHCX): 1.31% expense ratio and 0.22% management fee. WSHCX 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. With annual returns of 13.02% over the last five years, this fund is a winner.
Janus Henderson Global Technology D (JNGTX - Free Report) . Expense ratio: 0.81%. Management fee: 0.64%. With a much more diversified approach, JNGTX--part of the Sector - Tech mutual fund category--gives investors a way to own a stake in the notoriously risky tech sector. This fund has managed to produce a robust 13.52% over the last five years.
Third Avenue Value Z (TAVZX): 1.06% expense ratio and 0.9% management fee. TAVZX is a Small Cap Value fund, and these funds are known for investing in companies with market caps under $2 billion. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 18.11% 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.