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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.
How can you tell a good mutual fund from a bad one? It's pretty basic: if the fund is diversified, has low fees, and shows strong performance, it's a keeper. Of course, there's a wide range, but using the Zacks Mutual Fund Rank, we've found three mutual funds that would be great additions to any long-term investors' portfolios.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Brandes Global Equity I (BGVIX - Free Report) : 1% expense ratio and 0.75% management fee. BGVIX is a Global - Equity mutual fund, which invests their assets in large markets, leveraging the global economy. BGVIX has achieved five-year annual returns of an astounding 13.96%.
Harbor Small Cap Value Investor (HISVX): 1.22% expense ratio and 0.75% management fee. HISVX is a Small Cap Value fund, and these funds are known for investing in companies with market caps under $2 billion. With yearly returns of 8.74% over the last five years, HISVX is an effectively diversified fund with a long reputation of solidly positive performance.
Steward Values Focus LC Enhc Idx R6 (SEEHX). Expense ratio: 0.47%. Management fee: 0.22%. Five year annual return: 11.81%. SEEHX 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.
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 Top-Ranked Mutual Funds 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.
How can you tell a good mutual fund from a bad one? It's pretty basic: if the fund is diversified, has low fees, and shows strong performance, it's a keeper. Of course, there's a wide range, but using the Zacks Mutual Fund Rank, we've found three mutual funds that would be great additions to any long-term investors' portfolios.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Brandes Global Equity I (BGVIX - Free Report) : 1% expense ratio and 0.75% management fee. BGVIX is a Global - Equity mutual fund, which invests their assets in large markets, leveraging the global economy. BGVIX has achieved five-year annual returns of an astounding 13.96%.
Harbor Small Cap Value Investor (HISVX): 1.22% expense ratio and 0.75% management fee. HISVX is a Small Cap Value fund, and these funds are known for investing in companies with market caps under $2 billion. With yearly returns of 8.74% over the last five years, HISVX is an effectively diversified fund with a long reputation of solidly positive performance.
Steward Values Focus LC Enhc Idx R6 (SEEHX). Expense ratio: 0.47%. Management fee: 0.22%. Five year annual return: 11.81%. SEEHX 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.
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.