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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 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.
American Funds Fundamental Investors R6 (RFNGX): 0.28% expense ratio and 0.24% management fee. RFNGX is part of the Large Cap Blend section, and these mutual funds most often invest in firms with a market capitalization of $10 billion or more. By investing in bigger companies, these funds offer more stability, and are often well-suited for investors with a "buy and hold" mindset. RFNGX has achieved five-year annual returns of an astounding 12.47%.
GMO International Intrinsic Value III (GMOIX - Free Report) : 0.68% expense ratio and 0.65% management fee. GMOIX is a part of the Non US - Equity fund category, many of which will focus across all cap levels, and will typically allocate their investments between emerging and developed markets. With yearly returns of 13.96% over the last five years, GMOIX is an effectively diversified fund with a long reputation of solidly positive performance.
T. Rowe Price Global Value Equity (TRGVX): 0.89% expense ratio and 0.63% management fee. TRGVX 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 a five-year annual return of 11.11%, this fund is a well-diversified fund with a long track record of success.
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
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 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.
American Funds Fundamental Investors R6 (RFNGX): 0.28% expense ratio and 0.24% management fee. RFNGX is part of the Large Cap Blend section, and these mutual funds most often invest in firms with a market capitalization of $10 billion or more. By investing in bigger companies, these funds offer more stability, and are often well-suited for investors with a "buy and hold" mindset. RFNGX has achieved five-year annual returns of an astounding 12.47%.
GMO International Intrinsic Value III (GMOIX - Free Report) : 0.68% expense ratio and 0.65% management fee. GMOIX is a part of the Non US - Equity fund category, many of which will focus across all cap levels, and will typically allocate their investments between emerging and developed markets. With yearly returns of 13.96% over the last five years, GMOIX is an effectively diversified fund with a long reputation of solidly positive performance.
T. Rowe Price Global Value Equity (TRGVX): 0.89% expense ratio and 0.63% management fee. TRGVX 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 a five-year annual return of 11.11%, this fund is a well-diversified fund with a long track record of success.
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.