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Make the Most of Your Retirement with These Top-Ranked Mutual Funds
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It is never too late to invest in mutual funds for retirement. As such, if you plan to invest in some of the best funds, the Zacks Mutual Fund Rank can provide you with valuable guidance.
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.
Vanguard Windsor-II Investor (VWNFX): 0.33% expense ratio and 0.32% management fee. VWNFX 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. VWNFX has achieved five-year annual returns of an astounding 10.45%.
Fidelity Value Strategies (FSLSX - Free Report) : 0.66% expense ratio and 0.65% management fee. FSLSX 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 12.26% over the last five years, FSLSX is an effectively diversified fund with a long reputation of solidly positive performance.
Invesco SteelPath MLPSelect 40 R (SPMWX): 1.37% expense ratio and 0.69% management fee. SPMWX is a Sector - Energy mutual fund, which encompasses a wide range of vastly changing and vitally important industries throughout this massive global sector. With a five-year annual return of 20.76%, 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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Make the Most of Your Retirement with These Top-Ranked Mutual Funds
It is never too late to invest in mutual funds for retirement. As such, if you plan to invest in some of the best funds, the Zacks Mutual Fund Rank can provide you with valuable guidance.
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.
Vanguard Windsor-II Investor (VWNFX): 0.33% expense ratio and 0.32% management fee. VWNFX 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. VWNFX has achieved five-year annual returns of an astounding 10.45%.
Fidelity Value Strategies (FSLSX - Free Report) : 0.66% expense ratio and 0.65% management fee. FSLSX 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 12.26% over the last five years, FSLSX is an effectively diversified fund with a long reputation of solidly positive performance.
Invesco SteelPath MLPSelect 40 R (SPMWX): 1.37% expense ratio and 0.69% management fee. SPMWX is a Sector - Energy mutual fund, which encompasses a wide range of vastly changing and vitally important industries throughout this massive global sector. With a five-year annual return of 20.76%, 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.