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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.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
Principal Capital Appreciation A (CMNWX - Free Report) has a 0.73% expense ratio and 0.41% management fee. CMNWX 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 yearly returns of 11.77% over the last five years, this fund clearly wins.
Harbor International Core Retire (HAORX): 0.77% expense ratio and 0.75% management fee. HAORX 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. HAORX, with annual returns of 11.49% over the last five years, is a well-diversified fund with a long track record of success.
UBS US Quality Gr AtReasblePrice P (QGRPX) is an attractive large-cap allocation. QGRPX is a Large Cap Growth option; these mutual funds purchase stakes in numerous large U.S. companies that are expected to develop and grow at a faster rate than other large-cap stocks. QGRPX has an expense ratio of 0.55%, management fee of 0.5%, and annual returns of 9.62% over the past 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
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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.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
Principal Capital Appreciation A (CMNWX - Free Report) has a 0.73% expense ratio and 0.41% management fee. CMNWX 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 yearly returns of 11.77% over the last five years, this fund clearly wins.
Harbor International Core Retire (HAORX): 0.77% expense ratio and 0.75% management fee. HAORX 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. HAORX, with annual returns of 11.49% over the last five years, is a well-diversified fund with a long track record of success.
UBS US Quality Gr AtReasblePrice P (QGRPX) is an attractive large-cap allocation. QGRPX is a Large Cap Growth option; these mutual funds purchase stakes in numerous large U.S. companies that are expected to develop and grow at a faster rate than other large-cap stocks. QGRPX has an expense ratio of 0.55%, management fee of 0.5%, and annual returns of 9.62% over the past 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.