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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, 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.
Cullen Emg Mrkts High Dividend Rtl (CEMDX) has a 1.25% expense ratio and 1% management fee. CEMDX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. With yearly returns of 14.04% over the last five years, this fund clearly wins.
American Funds Washington Mutual Investors A (AWSHX - Free Report) is a stand out amongst its peers. AWSHX is a part of the Large Cap Value category, and invests in equities with a market capitalization of $10 billion or more, but whose share prices do not reflect their intrinsic value. With five-year annualized performance of 11.85%, expense ratio of 0.55% and management fee of 0.22%, this diversified fund is an attractive buy with a strong history of performance.
Baron Durable Advantage R6 (BDAUX). Expense ratio: 0.7%. Management fee: 0.65%. Five year annual return: 15.39%. BDAUX 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.
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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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, 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.
Cullen Emg Mrkts High Dividend Rtl (CEMDX) has a 1.25% expense ratio and 1% management fee. CEMDX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. With yearly returns of 14.04% over the last five years, this fund clearly wins.
American Funds Washington Mutual Investors A (AWSHX - Free Report) is a stand out amongst its peers. AWSHX is a part of the Large Cap Value category, and invests in equities with a market capitalization of $10 billion or more, but whose share prices do not reflect their intrinsic value. With five-year annualized performance of 11.85%, expense ratio of 0.55% and management fee of 0.22%, this diversified fund is an attractive buy with a strong history of performance.
Baron Durable Advantage R6 (BDAUX). Expense ratio: 0.7%. Management fee: 0.65%. Five year annual return: 15.39%. BDAUX 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.
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.