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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, 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.
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 Investor Company of America F2 (ICAFX). ICAFX 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. This fund is a winner, boasting an expense ratio of 0.37%, management fee of 0.23%, and a five-year annualized return track record of 14.35%.
GMO International Intrinsic Value III (GMOIX - Free Report) : 0.68% expense ratio and 0.65% management fee. GMOIX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. GMOIX, with annual returns of 15.91% over the last five years, is a well-diversified fund with a long track record of success.
Neiman Large Cap Value A (NEAMX) is an attractive large-cap allocation. NEAMX 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. NEAMX has an expense ratio of 1.34%, management fee of 1%, and annual returns of 11.94% over the past 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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3 Great Mutual Fund Picks for Your Retirement
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, 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.
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 Investor Company of America F2 (ICAFX). ICAFX 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. This fund is a winner, boasting an expense ratio of 0.37%, management fee of 0.23%, and a five-year annualized return track record of 14.35%.
GMO International Intrinsic Value III (GMOIX - Free Report) : 0.68% expense ratio and 0.65% management fee. GMOIX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. GMOIX, with annual returns of 15.91% over the last five years, is a well-diversified fund with a long track record of success.
Neiman Large Cap Value A (NEAMX) is an attractive large-cap allocation. NEAMX 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. NEAMX has an expense ratio of 1.34%, management fee of 1%, and annual returns of 11.94% over the past 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.