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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.
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.
Cavanal Hill World Energy A (AAWEX - Free Report) has a 1.15% expense ratio and 0.6% management fee. AAWEX is a Sector - Energy fund, which are comprised of various changing and hugely important industries throughout the massive global energy sector. With yearly returns of 22.51% over the last five years, this fund clearly wins.
AQR Large Cap Multi Style I (QCELX): 0.4% expense ratio and 0.25% management fee. QCELX 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. QCELX, with annual returns of 15.83% over the last five years, is a well-diversified fund with a long track record of success.
BlackRock Advantage Large Cap Value A (MDLVX) is an attractive large-cap allocation. MDLVX 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. MDLVX has an expense ratio of 0.79%, management fee of 0.49%, and annual returns of 13.43% 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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3 Great Mutual Fund Picks for Your Retirement
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.
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.
Cavanal Hill World Energy A (AAWEX - Free Report) has a 1.15% expense ratio and 0.6% management fee. AAWEX is a Sector - Energy fund, which are comprised of various changing and hugely important industries throughout the massive global energy sector. With yearly returns of 22.51% over the last five years, this fund clearly wins.
AQR Large Cap Multi Style I (QCELX): 0.4% expense ratio and 0.25% management fee. QCELX 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. QCELX, with annual returns of 15.83% over the last five years, is a well-diversified fund with a long track record of success.
BlackRock Advantage Large Cap Value A (MDLVX) is an attractive large-cap allocation. MDLVX 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. MDLVX has an expense ratio of 0.79%, management fee of 0.49%, and annual returns of 13.43% 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.