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Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?
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There is never a wrong time to invest in mutual funds for retirement. So, if you're still looking for the best mutual funds, the Zacks Mutual Fund Rank can be a great guide.
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 break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
If you are looking to diversify your portfolio, consider Thornburg Global Opportunities R6 (THOGX). THOGX is a Global - Equity mutual fund investing in bigger markets like the U.S., Europe, and Japan; these kinds of funds aren't limited by geography. This fund is a winner, boasting an expense ratio of 0.85%, management fee of 0.83%, and a five-year annualized return track record of 14.04%.
American Funds Investor Company of America F1 (AICFX - Free Report) : 0.62% expense ratio and 0.23% management fee. AICFX 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. AICFX, with annual returns of 14.84% over the last five years, is a well-diversified fund with a long track record of success.
GMO International Intrinsic Value III (GMOIX) is an attractive large-cap allocation. GMOIX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. GMOIX has an expense ratio of 0.68%, management fee of 0.65%, and annual returns of 15.02% over the past five years.
We hope that your investment advisor (if you use one) has you invested in one or all of the top-ranked mutual funds we've reviewed. But if that isn't the case, it might be time to have a conversation or reconsider this vitally important relationship.
Image: Bigstock
Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?
There is never a wrong time to invest in mutual funds for retirement. So, if you're still looking for the best mutual funds, the Zacks Mutual Fund Rank can be a great guide.
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 break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
If you are looking to diversify your portfolio, consider Thornburg Global Opportunities R6 (THOGX). THOGX is a Global - Equity mutual fund investing in bigger markets like the U.S., Europe, and Japan; these kinds of funds aren't limited by geography. This fund is a winner, boasting an expense ratio of 0.85%, management fee of 0.83%, and a five-year annualized return track record of 14.04%.
American Funds Investor Company of America F1 (AICFX - Free Report) : 0.62% expense ratio and 0.23% management fee. AICFX 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. AICFX, with annual returns of 14.84% over the last five years, is a well-diversified fund with a long track record of success.
GMO International Intrinsic Value III (GMOIX) is an attractive large-cap allocation. GMOIX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. GMOIX has an expense ratio of 0.68%, management fee of 0.65%, and annual returns of 15.02% over the past five years.
We hope that your investment advisor (if you use one) has you invested in one or all of the top-ranked mutual funds we've reviewed. But if that isn't the case, it might be time to have a conversation or reconsider this vitally important relationship.