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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.
If you are looking to diversify your portfolio, consider Schwab International Core Equity (SICNX). SICNX 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. This fund is a winner, boasting an expense ratio of 0.86%, management fee of 0.58%, and a five-year annualized return track record of 11.87%.
T. Rowe Price Capital Opportunity R (RRCOX) is a stand out amongst its peers. RRCOX 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 five-year annualized performance of 12.32%, expense ratio of 1.18% and management fee of 0.32%, this diversified fund is an attractive buy with a strong history of performance.
NYLI Epoch Global Equity Yield Inv (EPSIX - Free Report) : 1.13% expense ratio and 0.7% management fee. EPSIX is a Global - Equity mutual fund, which invests their assets in large markets, leveraging the global economy. With a five-year annual return of 13.02%, this fund is a well-diversified fund with a long track record of success.
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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3 Top-Ranked Mutual Funds for Your Retirement
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.
If you are looking to diversify your portfolio, consider Schwab International Core Equity (SICNX). SICNX 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. This fund is a winner, boasting an expense ratio of 0.86%, management fee of 0.58%, and a five-year annualized return track record of 11.87%.
T. Rowe Price Capital Opportunity R (RRCOX) is a stand out amongst its peers. RRCOX 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 five-year annualized performance of 12.32%, expense ratio of 1.18% and management fee of 0.32%, this diversified fund is an attractive buy with a strong history of performance.
NYLI Epoch Global Equity Yield Inv (EPSIX - Free Report) : 1.13% expense ratio and 0.7% management fee. EPSIX is a Global - Equity mutual fund, which invests their assets in large markets, leveraging the global economy. With a five-year annual return of 13.02%, this fund is a well-diversified fund with a long track record of success.
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.