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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.
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.
Fidelity Advisor Diversified Stock A (FDTOX - Free Report) has a 0.76% expense ratio and 0.5% management fee. FDTOX 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 yearly returns of 12.28% over the last five years, this fund clearly wins.
Timothy Plan Israel Common Values I (TICIX): 1.35% expense ratio and 1% management fee. TICIX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. TICIX, with annual returns of 13.3% over the last five years, is a well-diversified fund with a long track record of success.
SA US Value Fund (SABTX). Expense ratio: 0.74%. Management fee: 0.5%. Five year annual return: 12.04%. SABTX is a part of the Large Cap Value category, and invests in equities with a market capitalization of $10 billion or more, but whose share prices do not reflect their intrinsic value.
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
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3 Top-Ranked Mutual Funds 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.
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.
Fidelity Advisor Diversified Stock A (FDTOX - Free Report) has a 0.76% expense ratio and 0.5% management fee. FDTOX 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 yearly returns of 12.28% over the last five years, this fund clearly wins.
Timothy Plan Israel Common Values I (TICIX): 1.35% expense ratio and 1% management fee. TICIX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. TICIX, with annual returns of 13.3% over the last five years, is a well-diversified fund with a long track record of success.
SA US Value Fund (SABTX). Expense ratio: 0.74%. Management fee: 0.5%. Five year annual return: 12.04%. SABTX is a part of the Large Cap Value category, and invests in equities with a market capitalization of $10 billion or more, but whose share prices do not reflect their intrinsic value.
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.