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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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
Artisan Global Equity Advisor (APDHX - Free Report) has a 1.25% expense ratio and 0.9% management fee. APDHX 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 yearly returns of 11.57% over the last five years, this fund clearly wins.
Principal Capital Appreciation R3 (PCAOX): 0.99% expense ratio and 0.41% management fee. PCAOX 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. PCAOX, with annual returns of 13.24% over the last five years, is a well-diversified fund with a long track record of success.
MFS Blended Research Intl Eq I (BRXIX): 0.49% expense ratio and 0.35% management fee. BRXIX 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 a five-year annual return of 12.56%, 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 Top-Ranked Mutual Funds 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 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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
Artisan Global Equity Advisor (APDHX - Free Report) has a 1.25% expense ratio and 0.9% management fee. APDHX 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 yearly returns of 11.57% over the last five years, this fund clearly wins.
Principal Capital Appreciation R3 (PCAOX): 0.99% expense ratio and 0.41% management fee. PCAOX 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. PCAOX, with annual returns of 13.24% over the last five years, is a well-diversified fund with a long track record of success.
MFS Blended Research Intl Eq I (BRXIX): 0.49% expense ratio and 0.35% management fee. BRXIX 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 a five-year annual return of 12.56%, 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.