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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.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Putnam Focused Equity Y (PGILX): 0.83% expense ratio and 0.6% management fee. PGILX is a Global - Equity mutual fund. These funds invest in large markets like the U.S., Europe, and Japan, and operate with very few geographical limitations PGILX has achieved five-year annual returns of an astounding 15.74%.
SEI Mid-Cap Y (SIMT) (SFDYX) is a stand out amongst its peers. SFDYX is a Mid Cap Blend mutual fund. These funds usually seek a stock portfolio of various size and style, which allows for diversification when the focus is on companies with a market cap in the range of $2 billion to $10 billion With five-year annualized performance of 10.29%, expense ratio of 0.75% and management fee of 0.4%, this diversified fund is an attractive buy with a strong history of performance.
MFS Blended Research Value Equity A (BRUDX - Free Report) is an attractive large-cap allocation. BRUDX 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. BRUDX has an expense ratio of 0.71%, management fee of 0.25%, and annual returns of 13.64% 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.
View the Zacks #1 Rank List
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3 Great Mutual Fund Picks for Your Retirement
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.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Putnam Focused Equity Y (PGILX): 0.83% expense ratio and 0.6% management fee. PGILX is a Global - Equity mutual fund. These funds invest in large markets like the U.S., Europe, and Japan, and operate with very few geographical limitations PGILX has achieved five-year annual returns of an astounding 15.74%.
SEI Mid-Cap Y (SIMT) (SFDYX) is a stand out amongst its peers. SFDYX is a Mid Cap Blend mutual fund. These funds usually seek a stock portfolio of various size and style, which allows for diversification when the focus is on companies with a market cap in the range of $2 billion to $10 billion With five-year annualized performance of 10.29%, expense ratio of 0.75% and management fee of 0.4%, this diversified fund is an attractive buy with a strong history of performance.
MFS Blended Research Value Equity A (BRUDX - Free Report) is an attractive large-cap allocation. BRUDX 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. BRUDX has an expense ratio of 0.71%, management fee of 0.25%, and annual returns of 13.64% 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.