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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, 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.
Principal Capital Appreciation I (PWCIX): 0.45% expense ratio and 0.41% management fee. PWCIX is part of the Large Cap Blend section, and these mutual funds most often invest in firms with a market capitalization of $10 billion or more. By investing in bigger companies, these funds offer more stability, and are often well-suited for investors with a "buy and hold" mindset. With annual returns of 12.29% over the last five years, this fund is a winner.
Thornburg Global Opportunities A (THOAX) is a stand out amongst its peers. THOAX 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 five-year annualized performance of 13.7%, expense ratio of 1.3% and management fee of 0.83%, this diversified fund is an attractive buy with a strong history of performance.
Calvert Emerging Markets Advance I (CEFIX - Free Report) is an attractive large-cap allocation. CEFIX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. CEFIX has an expense ratio of 0.95%, management fee of 0.75%, and annual returns of 11.51% over the past five years.
We hope that your investment advisor (if you use one) has you invested in one or all of the top-ranked mutual funds we've reviewed. But if that isn't the case, it might be time to have a conversation or reconsider this vitally important relationship.
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, 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.
Principal Capital Appreciation I (PWCIX): 0.45% expense ratio and 0.41% management fee. PWCIX is part of the Large Cap Blend section, and these mutual funds most often invest in firms with a market capitalization of $10 billion or more. By investing in bigger companies, these funds offer more stability, and are often well-suited for investors with a "buy and hold" mindset. With annual returns of 12.29% over the last five years, this fund is a winner.
Thornburg Global Opportunities A (THOAX) is a stand out amongst its peers. THOAX 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 five-year annualized performance of 13.7%, expense ratio of 1.3% and management fee of 0.83%, this diversified fund is an attractive buy with a strong history of performance.
Calvert Emerging Markets Advance I (CEFIX - Free Report) is an attractive large-cap allocation. CEFIX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. CEFIX has an expense ratio of 0.95%, management fee of 0.75%, and annual returns of 11.51% over the past five years.
We hope that your investment advisor (if you use one) has you invested in one or all of the top-ranked mutual funds we've reviewed. But if that isn't the case, it might be time to have a conversation or reconsider this vitally important relationship.