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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 easiest way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Using the Zacks Mutual Fund Rank of over 19,000 mutual funds, we've identified three outstanding mutual funds that are ideally suited to help long-term investors pursue and achieve their retirement investing goals.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
American Funds Fundamental Investors R4 (RFNEX) has a 0.63% expense ratio and 0.24% management fee. RFNEX 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. With yearly returns of 14.29% over the last five years, this fund clearly wins.
LSV Global Managed Volatility Instl (LSVFX - Free Report) : 0.75% expense ratio and 0.6% management fee. LSVFX is a Global - Equity mutual fund, which invests their assets in large markets, leveraging the global economy. With yearly returns of 11.95% over the last five years, LSVFX is an effectively diversified fund with a long reputation of solidly positive performance.
Federated Hermes MDT MktNeutral I (QQMNX): 1% expense ratio and 0.8% management fee. QQMNX is a Long Short - Equity fund, and these funds aim to minimize exposure to the broader market, taking long positions in equities that are expected to appreciate and short positions in equities that are projected to decline. With a five-year annual return of 12.5%, this fund is a well-diversified fund with a long track record of success.
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
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 easiest way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Using the Zacks Mutual Fund Rank of over 19,000 mutual funds, we've identified three outstanding mutual funds that are ideally suited to help long-term investors pursue and achieve their retirement investing goals.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
American Funds Fundamental Investors R4 (RFNEX) has a 0.63% expense ratio and 0.24% management fee. RFNEX 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. With yearly returns of 14.29% over the last five years, this fund clearly wins.
LSV Global Managed Volatility Instl (LSVFX - Free Report) : 0.75% expense ratio and 0.6% management fee. LSVFX is a Global - Equity mutual fund, which invests their assets in large markets, leveraging the global economy. With yearly returns of 11.95% over the last five years, LSVFX is an effectively diversified fund with a long reputation of solidly positive performance.
Federated Hermes MDT MktNeutral I (QQMNX): 1% expense ratio and 0.8% management fee. QQMNX is a Long Short - Equity fund, and these funds aim to minimize exposure to the broader market, taking long positions in equities that are expected to appreciate and short positions in equities that are projected to decline. With a five-year annual return of 12.5%, this fund is a well-diversified fund with a long track record of success.
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.