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Make the Most of Your Retirement with These Top-Ranked Mutual Funds
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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 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 take a look at some of our top-ranked mutual funds with the lowest fees.
Invesco Energy R5 (IENIX) has a 0.9% expense ratio and 0.73% management fee. IENIX is classified as a Sector - Energy mutual fund. Throughout the massive global energy sector, these funds hold a wide range of quickly changing and vitally important industries. With yearly returns of 22.47% over the last five years, this fund clearly wins.
Lazard Emerging Markets Equity Institutional (LZEMX) is a stand out amongst its peers. LZEMX is a Non US - Equity fund. Many of these funds like to allocate across emerging and developed markets, and will often focus on all cap levels. With five-year annualized performance of 15.15%, expense ratio of 1.04% and management fee of 1%, this diversified fund is an attractive buy with a strong history of performance.
MFS Blended Research Value Equit R6 (BRUNX - Free Report) is an attractive large-cap allocation. BRUNX 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. BRUNX has an expense ratio of 0.35%, management fee of 0.25%, and annual returns of 13.22% 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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Make the Most of Your Retirement with These Top-Ranked Mutual Funds
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 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 take a look at some of our top-ranked mutual funds with the lowest fees.
Invesco Energy R5 (IENIX) has a 0.9% expense ratio and 0.73% management fee. IENIX is classified as a Sector - Energy mutual fund. Throughout the massive global energy sector, these funds hold a wide range of quickly changing and vitally important industries. With yearly returns of 22.47% over the last five years, this fund clearly wins.
Lazard Emerging Markets Equity Institutional (LZEMX) is a stand out amongst its peers. LZEMX is a Non US - Equity fund. Many of these funds like to allocate across emerging and developed markets, and will often focus on all cap levels. With five-year annualized performance of 15.15%, expense ratio of 1.04% and management fee of 1%, this diversified fund is an attractive buy with a strong history of performance.
MFS Blended Research Value Equit R6 (BRUNX - Free Report) is an attractive large-cap allocation. BRUNX 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. BRUNX has an expense ratio of 0.35%, management fee of 0.25%, and annual returns of 13.22% 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.