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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 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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
GMO International Intrinsic Value IV (GMCFX - Free Report) : 0.62% expense ratio and 0.59% management fee. GMCFX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. GMCFX has achieved five-year annual returns of an astounding 15.09%.
Virtus Silvant Large Cap Growth Stock A (STCIX): 1.03% expense ratio and 0.45% management fee. STCIX is a Large Cap Growth mutual fund, and these funds invest in many large U.S. firms that are projected to grow at a faster rate than their large-cap peers. STCIX, with annual returns of 15.14% over the last five years, is a well-diversified fund with a long track record of success.
LSV Conservative Value Equity Investor (LVAVX): 0.6% expense ratio and 0.38% management fee. LVAVX is a Large Cap Value fund. These funds invest in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 11.33% over the last five years.
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 Top-Ranked Mutual Funds for Your Retirement
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 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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
GMO International Intrinsic Value IV (GMCFX - Free Report) : 0.62% expense ratio and 0.59% management fee. GMCFX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. GMCFX has achieved five-year annual returns of an astounding 15.09%.
Virtus Silvant Large Cap Growth Stock A (STCIX): 1.03% expense ratio and 0.45% management fee. STCIX is a Large Cap Growth mutual fund, and these funds invest in many large U.S. firms that are projected to grow at a faster rate than their large-cap peers. STCIX, with annual returns of 15.14% over the last five years, is a well-diversified fund with a long track record of success.
LSV Conservative Value Equity Investor (LVAVX): 0.6% expense ratio and 0.38% management fee. LVAVX is a Large Cap Value fund. These funds invest in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 11.33% over the last five years.
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.