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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.
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.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
PGIM QuantSolutions LC Core Eqty Z (PTEZX): 0.49% expense ratio and 0.35% management fee. PTEZX is a Large Cap Blend fund, targeting companies with market caps of over $10 billion. These funds offer investors a stability, and are perfect for people with a "buy and hold" mindset. PTEZX has achieved five-year annual returns of an astounding 13.46%.
Fidelity Equity-Income Fund K (FEIKX - Free Report) : 0.45% expense ratio and 0.44% management fee. FEIKX is a Large Cap Value mutual fund, which invests in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. With yearly returns of 11.44% over the last five years, FEIKX is an effectively diversified fund with a long reputation of solidly positive performance.
JHancock Infrastructure R6 (JEEDX). Expense ratio: 0.85%. Management fee: 0.77%. Five year annual return: 10.61%. JEEDX 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
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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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.
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.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
PGIM QuantSolutions LC Core Eqty Z (PTEZX): 0.49% expense ratio and 0.35% management fee. PTEZX is a Large Cap Blend fund, targeting companies with market caps of over $10 billion. These funds offer investors a stability, and are perfect for people with a "buy and hold" mindset. PTEZX has achieved five-year annual returns of an astounding 13.46%.
Fidelity Equity-Income Fund K (FEIKX - Free Report) : 0.45% expense ratio and 0.44% management fee. FEIKX is a Large Cap Value mutual fund, which invests in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. With yearly returns of 11.44% over the last five years, FEIKX is an effectively diversified fund with a long reputation of solidly positive performance.
JHancock Infrastructure R6 (JEEDX). Expense ratio: 0.85%. Management fee: 0.77%. Five year annual return: 10.61%. JEEDX 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
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.