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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 break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
BlackRock Global Small Cap I (MAGCX - Free Report) has a 0.71% expense ratio and 0.66% management fee. MAGCX is a Global - Equity mutual fund. These funds invest in large markets like the U.S., Europe, and Japan, and operate with very few geographical limitations With yearly returns of 13.58% over the last five years, this fund clearly wins.
MFS Blended Research Core Equity B (MUSBX): 1.38% expense ratio and 0.25% management fee. MUSBX is classified as a Large Cap Blend fund. More often than not, Large Cap Blend mutual funds invest in companies with a market cap of over $10 billion. Buying stakes in bigger companies offer these funds more stability, and are well-suited for investors with a "buy and hold" mindset. With yearly returns of 13.52% over the last five years, MUSBX is an effectively diversified fund with a long reputation of solidly positive performance.
AQR Emerging Multi Style II I (QTELX). Expense ratio: 0.69%. Management fee: 0.5%. Five year annual return: 10.52%. QTELX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too.
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 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 break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
BlackRock Global Small Cap I (MAGCX - Free Report) has a 0.71% expense ratio and 0.66% management fee. MAGCX is a Global - Equity mutual fund. These funds invest in large markets like the U.S., Europe, and Japan, and operate with very few geographical limitations With yearly returns of 13.58% over the last five years, this fund clearly wins.
MFS Blended Research Core Equity B (MUSBX): 1.38% expense ratio and 0.25% management fee. MUSBX is classified as a Large Cap Blend fund. More often than not, Large Cap Blend mutual funds invest in companies with a market cap of over $10 billion. Buying stakes in bigger companies offer these funds more stability, and are well-suited for investors with a "buy and hold" mindset. With yearly returns of 13.52% over the last five years, MUSBX is an effectively diversified fund with a long reputation of solidly positive performance.
AQR Emerging Multi Style II I (QTELX). Expense ratio: 0.69%. Management fee: 0.5%. Five year annual return: 10.52%. QTELX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too.
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.