We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
Should You Add These 3 Top-Performing Mutual Funds to Your Portfolio?
Read MoreHide Full Article
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 learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Hartford Schroder Intl Multi Val A (SIDVX): 1.09% expense ratio and 0.7% management fee. SIDVX is a part of the Non US - Equity fund category, many of which will focus across all cap levels, and will typically allocate their investments between emerging and developed markets. With annual returns of 13.18% over the last five years, this fund is a winner.
Harbor Small Cap Value Institutional (HASCX). Expense ratio: 0.88%. Management fee: 0.75%. HASCX is a Small Cap Value mutual fund option, which typically invest in companies with market caps under $2 billion. This fund has managed to produce a robust 9.53% over the last five years.
FullerThaler Behav SmallCap A (FTHAX - Free Report) : 1.13% expense ratio and 0.6% management fee. FTHAX is a Small Cap Blend mutual fund, and usually targets stocks with market caps of less than $2 billion, letting investors diversify their funds among other kinds of small-cap equities. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 12.62% over the last 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
Image: Bigstock
Should You Add These 3 Top-Performing Mutual Funds to Your Portfolio?
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 learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Hartford Schroder Intl Multi Val A (SIDVX): 1.09% expense ratio and 0.7% management fee. SIDVX is a part of the Non US - Equity fund category, many of which will focus across all cap levels, and will typically allocate their investments between emerging and developed markets. With annual returns of 13.18% over the last five years, this fund is a winner.
Harbor Small Cap Value Institutional (HASCX). Expense ratio: 0.88%. Management fee: 0.75%. HASCX is a Small Cap Value mutual fund option, which typically invest in companies with market caps under $2 billion. This fund has managed to produce a robust 9.53% over the last five years.
FullerThaler Behav SmallCap A (FTHAX - Free Report) : 1.13% expense ratio and 0.6% management fee. FTHAX is a Small Cap Blend mutual fund, and usually targets stocks with market caps of less than $2 billion, letting investors diversify their funds among other kinds of small-cap equities. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 12.62% over the last 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.