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Make the Most of Your Retirement with These Top-Ranked Mutual Funds
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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.
FullerThaler Behav SmallCap R6 (FTHFX - Free Report) : 0.64% expense ratio and 0.6% management fee. FTHFX is a Small Cap Blend mutual fund, and usually targets stocks with market caps of less than $2 billion, letting investors diversify their funds among other kinds of small-cap equities. FTHFX has achieved five-year annual returns of an astounding 14.75%.
Transamerica Large Cap Value A (TWQAX) is a stand out amongst its peers. TWQAX is a part of the Large Cap Value category, and invests in equities with a market capitalization of $10 billion or more, but whose share prices do not reflect their intrinsic value. With five-year annualized performance of 15.5%, expense ratio of 0.97% and management fee of 0.59%, this diversified fund is an attractive buy with a strong history of performance.
PIMCO StocksPLUS R (PSPRX). Expense ratio: 1.15%. Management fee: 0.65%. Five year annual return: 13.28%. PSPRX is classified as an Allocation Balanced fund, which seeks to invest in a balance of asset types, like stocks, bonds, and cash, and including precious metals or commodities is not unusual.
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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Make the Most of Your Retirement with These Top-Ranked Mutual Funds
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.
FullerThaler Behav SmallCap R6 (FTHFX - Free Report) : 0.64% expense ratio and 0.6% management fee. FTHFX is a Small Cap Blend mutual fund, and usually targets stocks with market caps of less than $2 billion, letting investors diversify their funds among other kinds of small-cap equities. FTHFX has achieved five-year annual returns of an astounding 14.75%.
Transamerica Large Cap Value A (TWQAX) is a stand out amongst its peers. TWQAX is a part of the Large Cap Value category, and invests in equities with a market capitalization of $10 billion or more, but whose share prices do not reflect their intrinsic value. With five-year annualized performance of 15.5%, expense ratio of 0.97% and management fee of 0.59%, this diversified fund is an attractive buy with a strong history of performance.
PIMCO StocksPLUS R (PSPRX). Expense ratio: 1.15%. Management fee: 0.65%. Five year annual return: 13.28%. PSPRX is classified as an Allocation Balanced fund, which seeks to invest in a balance of asset types, like stocks, bonds, and cash, and including precious metals or commodities is not unusual.
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.