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Make the Most of Your Retirement with These Top-Ranked Mutual Funds
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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 way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Using the Zacks Mutual Fund Rank of over 19,000 mutual funds, we've identified three outstanding mutual funds that are ideally suited to help long-term investors pursue and achieve their retirement investing goals.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Sound Shore Fund (SSHFX): 0.95% expense ratio and 0.75% management fee. SSHFX is categorized as an All Cap Value fund, and like the name suggests, invests across the cap spectrum in small-cap, mid-cap, and large-cap companies. With annual returns of 11.93% over the last five years, this fund is a winner.
Thornburg Investment Income Builder R5 (TIBMX) is a stand out amongst its peers. TIBMX is a part of the Allocation Balanced fund category; these funds like to invest in a variety of asset types, finding a balance between stocks, bonds, cash, and sometimes even precious metals and commodities; they are mostly categorized by their respective asset allocation. With five-year annualized performance of 15.32%, expense ratio of 0.99% and management fee of 0.69%, this diversified fund is an attractive buy with a strong history of performance.
Hood River Small Cap Growth Institutional (HRSMX - Free Report) : 1.07% expense ratio and 0.9% management fee. HRSMX is a Small Cap Growth mutual fund and tends to feature small companies in up-and-coming industries and markets. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 12.31% over the last 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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Make the Most of Your Retirement with These Top-Ranked Mutual Funds
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 way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Using the Zacks Mutual Fund Rank of over 19,000 mutual funds, we've identified three outstanding mutual funds that are ideally suited to help long-term investors pursue and achieve their retirement investing goals.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Sound Shore Fund (SSHFX): 0.95% expense ratio and 0.75% management fee. SSHFX is categorized as an All Cap Value fund, and like the name suggests, invests across the cap spectrum in small-cap, mid-cap, and large-cap companies. With annual returns of 11.93% over the last five years, this fund is a winner.
Thornburg Investment Income Builder R5 (TIBMX) is a stand out amongst its peers. TIBMX is a part of the Allocation Balanced fund category; these funds like to invest in a variety of asset types, finding a balance between stocks, bonds, cash, and sometimes even precious metals and commodities; they are mostly categorized by their respective asset allocation. With five-year annualized performance of 15.32%, expense ratio of 0.99% and management fee of 0.69%, this diversified fund is an attractive buy with a strong history of performance.
Hood River Small Cap Growth Institutional (HRSMX - Free Report) : 1.07% expense ratio and 0.9% management fee. HRSMX is a Small Cap Growth mutual fund and tends to feature small companies in up-and-coming industries and markets. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 12.31% over the last 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.