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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.
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.
BlackRock Sustain Advntg LC Core A (BIRAX - Free Report) has a 0.73% expense ratio and 0.4% management fee. BIRAX is classified as a Large Cap Blend fund. More often than not, Large Cap Blend mutual funds invest in companies with a market cap of over $10 billion. Buying stakes in bigger companies offer these funds more stability, and are well-suited for investors with a "buy and hold" mindset. With yearly returns of 12.72% over the last five years, this fund clearly wins.
Nuveen Quant Intl SmCap Eq W (TAIWX) is a stand out amongst its peers. TAIWX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. With five-year annualized performance of 10.17%, expense ratio of 0.73% and management fee of 0.64%, this diversified fund is an attractive buy with a strong history of performance.
Franklin Templeton SMACS (FQTEX): 0.05% expense ratio and 0% management fee. FQTEX is a Large Cap Value mutual fund, which invests 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 11.3% 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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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.
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.
BlackRock Sustain Advntg LC Core A (BIRAX - Free Report) has a 0.73% expense ratio and 0.4% management fee. BIRAX is classified as a Large Cap Blend fund. More often than not, Large Cap Blend mutual funds invest in companies with a market cap of over $10 billion. Buying stakes in bigger companies offer these funds more stability, and are well-suited for investors with a "buy and hold" mindset. With yearly returns of 12.72% over the last five years, this fund clearly wins.
Nuveen Quant Intl SmCap Eq W (TAIWX) is a stand out amongst its peers. TAIWX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. With five-year annualized performance of 10.17%, expense ratio of 0.73% and management fee of 0.64%, this diversified fund is an attractive buy with a strong history of performance.
Franklin Templeton SMACS (FQTEX): 0.05% expense ratio and 0% management fee. FQTEX is a Large Cap Value mutual fund, which invests 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 11.3% 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.