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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 easiest, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. The Zacks Mutual Fund Rank, which covers over 19,000 mutual funds, has helped us identify three outstanding options that are perfect for any long-term investors' portfolios that is retirement-focused.
Let's break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
If you are looking to diversify your portfolio, consider Fidelity Advisor Mega Cap Stock M (FTGRX). FTGRX is classified as a Large Cap Blend fund. More often than not, Large Cap Blend mutual funds invest in companies with a market cap of over $10 billion. Buying stakes in bigger companies offer these funds more stability, and are well-suited for investors with a "buy and hold" mindset. This fund is a winner, boasting an expense ratio of 1.11%, management fee of 0.6%, and a five-year annualized return track record of 16.59%.
MFS Blended Research Intl Eq I (BRXIX - Free Report) : 0.65% expense ratio and 0.35% management fee. BRXIX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. BRXIX, with annual returns of 13.74% over the last five years, is a well-diversified fund with a long track record of success.
Lord Abbett Global Equity R6 (LGCWX) is an attractive large-cap allocation. LGCWX 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 LGCWX has an expense ratio of 0.52%, management fee of 0.45%, and annual returns of 10.91% 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 Top-Ranked Mutual Funds for Your Retirement
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 easiest, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. The Zacks Mutual Fund Rank, which covers over 19,000 mutual funds, has helped us identify three outstanding options that are perfect for any long-term investors' portfolios that is retirement-focused.
Let's break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
If you are looking to diversify your portfolio, consider Fidelity Advisor Mega Cap Stock M (FTGRX). FTGRX is classified as a Large Cap Blend fund. More often than not, Large Cap Blend mutual funds invest in companies with a market cap of over $10 billion. Buying stakes in bigger companies offer these funds more stability, and are well-suited for investors with a "buy and hold" mindset. This fund is a winner, boasting an expense ratio of 1.11%, management fee of 0.6%, and a five-year annualized return track record of 16.59%.
MFS Blended Research Intl Eq I (BRXIX - Free Report) : 0.65% expense ratio and 0.35% management fee. BRXIX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. BRXIX, with annual returns of 13.74% over the last five years, is a well-diversified fund with a long track record of success.
Lord Abbett Global Equity R6 (LGCWX) is an attractive large-cap allocation. LGCWX 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 LGCWX has an expense ratio of 0.52%, management fee of 0.45%, and annual returns of 10.91% 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.