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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.
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.
American Funds Fundamental Investors 529E (CFNEX): 0.85% expense ratio and 0.24% management fee. CFNEX 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. CFNEX has achieved five-year annual returns of an astounding 14.02%.
Fidelity Stock Selector Allocation Cap (FDSSX): 0.53% expense ratio and 0.49% management fee. FDSSX is a part of the Large Cap Growth mutual fund category, which invest in many large U.S. companies that are expected to grow much faster compared to other large-cap stocks. FDSSX, with annual returns of 13.24% over the last five years, is a well-diversified fund with a long track record of success.
Brandes Emerging Markets Value I (BEMIX - Free Report) : 1.11% expense ratio and 0.95% management fee. BEMIX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 13.68% over the last five years.
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
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.
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.
American Funds Fundamental Investors 529E (CFNEX): 0.85% expense ratio and 0.24% management fee. CFNEX 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. CFNEX has achieved five-year annual returns of an astounding 14.02%.
Fidelity Stock Selector Allocation Cap (FDSSX): 0.53% expense ratio and 0.49% management fee. FDSSX is a part of the Large Cap Growth mutual fund category, which invest in many large U.S. companies that are expected to grow much faster compared to other large-cap stocks. FDSSX, with annual returns of 13.24% over the last five years, is a well-diversified fund with a long track record of success.
Brandes Emerging Markets Value I (BEMIX - Free Report) : 1.11% expense ratio and 0.95% management fee. BEMIX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 13.68% over the last five years.
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.