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Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?
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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, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. The Zacks Mutual Fund Rank, which covers over 19,000 mutual funds, has helped us identify three outstanding options that are perfect for any long-term investors' portfolios that is retirement-focused.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
If you are looking to diversify your portfolio, consider Wasatch Global Value Institutional (WILCX). WILCX 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 0.95%, management fee of 0.9%, and a five-year annualized return track record of 12.04%.
Lazard Emerging Markets Eq R6 (RLEMX): 1.07% expense ratio and 1% management fee. RLEMX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. With yearly returns of 13.05% over the last five years, RLEMX is an effectively diversified fund with a long reputation of solidly positive performance.
Fidelity Advisor Small Cap Fund I (FSCIX - Free Report) : 0.95% expense ratio and 0.94% management fee. FSCIX is a Small Cap Blend mutual fund that usually targets companies with a market capitalization of less than $2 billion. With a five-year annual return of 10.03%, 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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Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?
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, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. The Zacks Mutual Fund Rank, which covers over 19,000 mutual funds, has helped us identify three outstanding options that are perfect for any long-term investors' portfolios that is retirement-focused.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
If you are looking to diversify your portfolio, consider Wasatch Global Value Institutional (WILCX). WILCX 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 0.95%, management fee of 0.9%, and a five-year annualized return track record of 12.04%.
Lazard Emerging Markets Eq R6 (RLEMX): 1.07% expense ratio and 1% management fee. RLEMX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. With yearly returns of 13.05% over the last five years, RLEMX is an effectively diversified fund with a long reputation of solidly positive performance.
Fidelity Advisor Small Cap Fund I (FSCIX - Free Report) : 0.95% expense ratio and 0.94% management fee. FSCIX is a Small Cap Blend mutual fund that usually targets companies with a market capitalization of less than $2 billion. With a five-year annual return of 10.03%, 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.