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.
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 best way to shortlist great mutual funds is to ensure solid performance, diversification, and low fees. Some are better than others, but utilizing the Zacks Mutual Fund Rank, we have identified three mutual funds that could be solid additions to one's retirement portfolio.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Hartford Schroder Intl Multi Val I (SIDNX) has a 0.85% expense ratio and 0.7% management fee. SIDNX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. With yearly returns of 13.95% over the last five years, this fund clearly wins.
Moerus Worldwide Institutional (MOWIX). Expense ratio: 1.21%. Management fee: 0.95%. MOWIX is a Global - Equity mutual fund, which invests their assets in large markets, leveraging the global economy. This fund has managed to produce a robust 19.07% over the last five years.
American Funds Inv Co of Amer F3 (FFICX - Free Report) . Expense ratio: 0.27%. Management fee: 0.23%. Five year annual return: 14.71%. FFICX is a Large Cap Blend fund, targeting companies with market caps of over $10 billion. These funds offer investors a stability, and are perfect for people with a "buy and hold" mindset.
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
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.
The best way to shortlist great mutual funds is to ensure solid performance, diversification, and low fees. Some are better than others, but utilizing the Zacks Mutual Fund Rank, we have identified three mutual funds that could be solid additions to one's retirement portfolio.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Hartford Schroder Intl Multi Val I (SIDNX) has a 0.85% expense ratio and 0.7% management fee. SIDNX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. With yearly returns of 13.95% over the last five years, this fund clearly wins.
Moerus Worldwide Institutional (MOWIX). Expense ratio: 1.21%. Management fee: 0.95%. MOWIX is a Global - Equity mutual fund, which invests their assets in large markets, leveraging the global economy. This fund has managed to produce a robust 19.07% over the last five years.
American Funds Inv Co of Amer F3 (FFICX - Free Report) . Expense ratio: 0.27%. Management fee: 0.23%. Five year annual return: 14.71%. FFICX is a Large Cap Blend fund, targeting companies with market caps of over $10 billion. These funds offer investors a stability, and are perfect for people with a "buy and hold" mindset.
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.