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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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
Destinations Equity Income I (DGEFX - Free Report) : 0.97% expense ratio and 0.8% management fee. DGEFX 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. DGEFX has achieved five-year annual returns of an astounding 10.1%.
FullerThaler Behav SmCap Grow A (FTXAX): 1.32% expense ratio and 0.85% management fee. FTXAX is a Small Cap Growth mutual fund and tends to feature small companies in up-and-coming industries and markets. FTXAX, with annual returns of 11.77% over the last five years, is a well-diversified fund with a long track record of success.
GMO International Equity Alloc R6 (GSXMX). Expense ratio: 0.01%. Management fee: 0%. Five year annual return: 13.94%. GSXMX is classified as an Allocation Balanced fund, which seeks to invest in a balance of asset types, like stocks, bonds, and cash, and including precious metals or commodities is not unusual.
We hope that your investment advisor (if you use one) has you invested in one or all of the top-ranked mutual funds we've reviewed. But if that isn't the case, it might be time to have a conversation or reconsider this vitally important relationship.
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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
Destinations Equity Income I (DGEFX - Free Report) : 0.97% expense ratio and 0.8% management fee. DGEFX 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. DGEFX has achieved five-year annual returns of an astounding 10.1%.
FullerThaler Behav SmCap Grow A (FTXAX): 1.32% expense ratio and 0.85% management fee. FTXAX is a Small Cap Growth mutual fund and tends to feature small companies in up-and-coming industries and markets. FTXAX, with annual returns of 11.77% over the last five years, is a well-diversified fund with a long track record of success.
GMO International Equity Alloc R6 (GSXMX). Expense ratio: 0.01%. Management fee: 0%. Five year annual return: 13.94%. GSXMX is classified as an Allocation Balanced fund, which seeks to invest in a balance of asset types, like stocks, bonds, and cash, and including precious metals or commodities is not unusual.
We hope that your investment advisor (if you use one) has you invested in one or all of the top-ranked mutual funds we've reviewed. But if that isn't the case, it might be time to have a conversation or reconsider this vitally important relationship.