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Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds.
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.
Let's break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
American Funds Investor Company of America R2 (RICBX) has a 1.36% expense ratio and 0.23% management fee. RICBX 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 13.23% over the last five years, this fund clearly wins.
Fidelity Adv Stk Selector Sm Cap Z (FSSZX - Free Report) . Expense ratio: 0.74%. Management fee: 0.72%. FSSZX is a Small Cap Blend mutual fund that usually targets companies with a market capitalization of less than $2 billion. This fund has managed to produce a robust 10.84% over the last five years.
PIMCO RAE US Small I2 (PMJPX) is an attractive large-cap allocation. PMJPX is a Small Cap Value mutual fund, investing in small companies with stock market valuation less than $2 billion. PMJPX has an expense ratio of 0.61%, management fee of 0.6%, and annual returns of 13.41% over the past 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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3 Great Mutual Fund Picks for Your Retirement
Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds.
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.
Let's break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
American Funds Investor Company of America R2 (RICBX) has a 1.36% expense ratio and 0.23% management fee. RICBX 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 13.23% over the last five years, this fund clearly wins.
Fidelity Adv Stk Selector Sm Cap Z (FSSZX - Free Report) . Expense ratio: 0.74%. Management fee: 0.72%. FSSZX is a Small Cap Blend mutual fund that usually targets companies with a market capitalization of less than $2 billion. This fund has managed to produce a robust 10.84% over the last five years.
PIMCO RAE US Small I2 (PMJPX) is an attractive large-cap allocation. PMJPX is a Small Cap Value mutual fund, investing in small companies with stock market valuation less than $2 billion. PMJPX has an expense ratio of 0.61%, management fee of 0.6%, and annual returns of 13.41% over the past 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.