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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.
The easiest, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. The Zacks Mutual Fund Rank, which covers over 19,000 mutual funds, has helped us identify three outstanding options that are perfect for any long-term investors' portfolios that is retirement-focused.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
DWS Science and Technology A (KTCAX) has a 0.88% expense ratio and 0.45% management fee. With a much more diversified approach, KTCAX--part of the Sector - Tech mutual fund category--gives investors a way to own a stake in the notoriously risky tech sector. With yearly returns of 15.87% over the last five years, this fund clearly wins.
Macquarie Emerging Markets I (DEMIX - Free Report) : 1.17% expense ratio and 1.14% management fee. DEMIX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. With yearly returns of 10.35% over the last five years, DEMIX is an effectively diversified fund with a long reputation of solidly positive performance.
Oberweis Small-Cap Opps Instl (OBSIX) is an attractive large-cap allocation. OBSIX is a Small Cap Growth mutual fund building their portfolio around stocks with market caps under $2 billion and large growth opportunities. OBSIX has an expense ratio of 1%, management fee of 0.8%, and annual returns of 14.7% over the past five years.
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-Ranked Mutual Funds 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.
The easiest, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. The Zacks Mutual Fund Rank, which covers over 19,000 mutual funds, has helped us identify three outstanding options that are perfect for any long-term investors' portfolios that is retirement-focused.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
DWS Science and Technology A (KTCAX) has a 0.88% expense ratio and 0.45% management fee. With a much more diversified approach, KTCAX--part of the Sector - Tech mutual fund category--gives investors a way to own a stake in the notoriously risky tech sector. With yearly returns of 15.87% over the last five years, this fund clearly wins.
Macquarie Emerging Markets I (DEMIX - Free Report) : 1.17% expense ratio and 1.14% management fee. DEMIX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. With yearly returns of 10.35% over the last five years, DEMIX is an effectively diversified fund with a long reputation of solidly positive performance.
Oberweis Small-Cap Opps Instl (OBSIX) is an attractive large-cap allocation. OBSIX is a Small Cap Growth mutual fund building their portfolio around stocks with market caps under $2 billion and large growth opportunities. OBSIX has an expense ratio of 1%, management fee of 0.8%, and annual returns of 14.7% over the past five years.
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.