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Make the Most of Your Retirement with These Top-Ranked Mutual Funds
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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.
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 take a look at some of our top-ranked mutual funds with the lowest fees.
DFA US Targeted Value I (DFFVX): 0.29% expense ratio and 0.27% management fee. DFFVX is a Small Cap Value fund, and these funds are known for investing in companies with market caps under $2 billion. With annual returns of 14.01% over the last five years, this fund is a winner.
American Funds New Economy 529F (CNGFX - Free Report) is a stand out amongst its peers. CNGFX 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 With five-year annualized performance of 11.59%, expense ratio of 0.59% and management fee of 0.37%, this diversified fund is an attractive buy with a strong history of performance.
Fidelity Natural Resources (FNARX). Expense ratio: 0.69%. Management fee: 0.67%. Five year annual return: 25.68%. FNARX is classified as a Sector - Energy mutual fund. Throughout the massive global energy sector, these funds hold a wide range of quickly changing and vitally important industries.
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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Make the Most of Your Retirement with These Top-Ranked Mutual Funds
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.
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 take a look at some of our top-ranked mutual funds with the lowest fees.
DFA US Targeted Value I (DFFVX): 0.29% expense ratio and 0.27% management fee. DFFVX is a Small Cap Value fund, and these funds are known for investing in companies with market caps under $2 billion. With annual returns of 14.01% over the last five years, this fund is a winner.
American Funds New Economy 529F (CNGFX - Free Report) is a stand out amongst its peers. CNGFX 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 With five-year annualized performance of 11.59%, expense ratio of 0.59% and management fee of 0.37%, this diversified fund is an attractive buy with a strong history of performance.
Fidelity Natural Resources (FNARX). Expense ratio: 0.69%. Management fee: 0.67%. Five year annual return: 25.68%. FNARX is classified as a Sector - Energy mutual fund. Throughout the massive global energy sector, these funds hold a wide range of quickly changing and vitally important industries.
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.