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Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds.
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.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Undiscovered Managers Behavioral Value R6 (UBVFX) has a 0.79% expense ratio and 0.75% management fee. UBVFX is a Small Cap Value mutual fund option, which typically invest in companies with market caps under $2 billion. With yearly returns of 19.14% over the last five years, this fund clearly wins.
American Funds Fundamental Investors 529A (CFNAX - Free Report) : 0.61% expense ratio and 0.24% management fee. CFNAX is a Large Cap Blend fund, targeting companies with market caps of over $10 billion. These funds offer investors a stability, and are perfect for people with a "buy and hold" mindset. With yearly returns of 14.68% over the last five years, CFNAX is an effectively diversified fund with a long reputation of solidly positive performance.
Hartford International Value A (HILAX) is an attractive large-cap allocation. HILAX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. HILAX has an expense ratio of 1.16%, management fee of 0.77%, and annual returns of 16.98% over the past five years.
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.
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Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds.
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.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Undiscovered Managers Behavioral Value R6 (UBVFX) has a 0.79% expense ratio and 0.75% management fee. UBVFX is a Small Cap Value mutual fund option, which typically invest in companies with market caps under $2 billion. With yearly returns of 19.14% over the last five years, this fund clearly wins.
American Funds Fundamental Investors 529A (CFNAX - Free Report) : 0.61% expense ratio and 0.24% management fee. CFNAX is a Large Cap Blend fund, targeting companies with market caps of over $10 billion. These funds offer investors a stability, and are perfect for people with a "buy and hold" mindset. With yearly returns of 14.68% over the last five years, CFNAX is an effectively diversified fund with a long reputation of solidly positive performance.
Hartford International Value A (HILAX) is an attractive large-cap allocation. HILAX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. HILAX has an expense ratio of 1.16%, management fee of 0.77%, and annual returns of 16.98% over the past five years.
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.