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3 Top-Performing Mutual Funds to Consider for Your Retirement Portfolio
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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 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 break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
BlackRock Equity Dividend A (MDDVX): 0.93% expense ratio and 0.56% management fee. MDDVX 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. MDDVX has achieved five-year annual returns of an astounding 11.44%.
Brandes International Equity Fund A (BIEAX - Free Report) is a stand out amongst its peers. BIEAX 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 five-year annualized performance of 14.61%, expense ratio of 1.08% and management fee of 0.75%, this diversified fund is an attractive buy with a strong history of performance.
American Funds Wash Mutl Invs R5E (RWMHX): 0.41% expense ratio and 0.22% management fee. RWMHX is a Large Cap Blend fund, targeting companies with market caps of over $10 billion. These funds offer investors a stability, and are perfect for people with a "buy and hold" mindset. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 14.04% 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 Top-Performing Mutual Funds to Consider for Your Retirement Portfolio
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 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 break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
BlackRock Equity Dividend A (MDDVX): 0.93% expense ratio and 0.56% management fee. MDDVX 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. MDDVX has achieved five-year annual returns of an astounding 11.44%.
Brandes International Equity Fund A (BIEAX - Free Report) is a stand out amongst its peers. BIEAX 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 five-year annualized performance of 14.61%, expense ratio of 1.08% and management fee of 0.75%, this diversified fund is an attractive buy with a strong history of performance.
American Funds Wash Mutl Invs R5E (RWMHX): 0.41% expense ratio and 0.22% management fee. RWMHX is a Large Cap Blend fund, targeting companies with market caps of over $10 billion. These funds offer investors a stability, and are perfect for people with a "buy and hold" mindset. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 14.04% 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.