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Make the Most of Your Retirement with These Top-Ranked Mutual Funds
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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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
If you are looking to diversify your portfolio, consider American Funds Washington Mutual Investors F2 (WMFFX). WMFFX 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. This fund is a winner, boasting an expense ratio of 0.37%, management fee of 0.22%, and a five-year annualized return track record of 12.06%.
JPMorgan Developed Intl Value A (JFEAX): 0.99% expense ratio and 0.55% management fee. JFEAX 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 yearly returns of 14.46% over the last five years, JFEAX is an effectively diversified fund with a long reputation of solidly positive performance.
Allspring Special LargeCap Value Ad (EIVDX - Free Report) : 0.81% expense ratio and 0.4% management fee. EIVDX is an All Cap Value mutual fund, which invests in small, medium, and large-cap companies, though they end up focusing on bigger firms due to percentage of assets. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 10.29% over the last five years.
There you have it. If your financial advisor had you put your money into any of our top-ranked funds, then they've got you covered. If not, you may need to talk.
View the Zacks #1 Rank List
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Make the Most of Your Retirement with These Top-Ranked Mutual Funds
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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
If you are looking to diversify your portfolio, consider American Funds Washington Mutual Investors F2 (WMFFX). WMFFX 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. This fund is a winner, boasting an expense ratio of 0.37%, management fee of 0.22%, and a five-year annualized return track record of 12.06%.
JPMorgan Developed Intl Value A (JFEAX): 0.99% expense ratio and 0.55% management fee. JFEAX 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 yearly returns of 14.46% over the last five years, JFEAX is an effectively diversified fund with a long reputation of solidly positive performance.
Allspring Special LargeCap Value Ad (EIVDX - Free Report) : 0.81% expense ratio and 0.4% management fee. EIVDX is an All Cap Value mutual fund, which invests in small, medium, and large-cap companies, though they end up focusing on bigger firms due to percentage of assets. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 10.29% over the last five years.
There you have it. If your financial advisor had you put your money into any of our top-ranked funds, then they've got you covered. If not, you may need to talk.