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Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?
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There is never a wrong time to invest in mutual funds for retirement. So, if you're still looking for the best mutual funds, the Zacks Mutual Fund Rank can be a great guide.
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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
American Funds Fundamentl Invs F3 (FUNFX): 0.27% expense ratio and 0.24% management fee. FUNFX is classified as a Large Cap Blend fund. More often than not, Large Cap Blend mutual funds invest in companies with a market cap of over $10 billion. Buying stakes in bigger companies offer these funds more stability, and are well-suited for investors with a "buy and hold" mindset. With annual returns of 14.63% over the last five years, this fund is a winner.
Hartford Schroder Intl Multi Val R5 (HFYTX): 0.87% expense ratio and 0.7% management fee. HFYTX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. HFYTX, with annual returns of 12.23% over the last five years, is a well-diversified fund with a long track record of success.
MFS Blended Research Mid Cap Eq I (BMSLX - Free Report) is an attractive large-cap allocation. BMSLX is a Mid Cap Blend mutual fund, and usually features a portfolio with stocks of various styles and sizes, allowing for diversification within a strategy that focuses on mid cap companies. BMSLX has an expense ratio of 0.59%, management fee of 0.5%, and annual returns of 11.04% over the past five years.
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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Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?
There is never a wrong time to invest in mutual funds for retirement. So, if you're still looking for the best mutual funds, the Zacks Mutual Fund Rank can be a great guide.
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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
American Funds Fundamentl Invs F3 (FUNFX): 0.27% expense ratio and 0.24% management fee. FUNFX is classified as a Large Cap Blend fund. More often than not, Large Cap Blend mutual funds invest in companies with a market cap of over $10 billion. Buying stakes in bigger companies offer these funds more stability, and are well-suited for investors with a "buy and hold" mindset. With annual returns of 14.63% over the last five years, this fund is a winner.
Hartford Schroder Intl Multi Val R5 (HFYTX): 0.87% expense ratio and 0.7% management fee. HFYTX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. HFYTX, with annual returns of 12.23% over the last five years, is a well-diversified fund with a long track record of success.
MFS Blended Research Mid Cap Eq I (BMSLX - Free Report) is an attractive large-cap allocation. BMSLX is a Mid Cap Blend mutual fund, and usually features a portfolio with stocks of various styles and sizes, allowing for diversification within a strategy that focuses on mid cap companies. BMSLX has an expense ratio of 0.59%, management fee of 0.5%, and annual returns of 11.04% over the past five years.
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.