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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.
Let's break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
American Funds Fundamental Investors F
(AFIFX - Free Report) has a 0.65% expense ratio and 0.24% management fee. AFIFX 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 13.66% over the last five years, this fund clearly wins.
Calamos Global Equity A
(CAGEX - Free Report) . Expense ratio: 1.39%. Management fee: 0.93%. CAGEX 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. This fund has managed to produce a robust 14.7% over the last five years.
AQR Small Cap Momentum Style R6
(QSMRX - Free Report) : 0.52% expense ratio and 0.45% management fee. QSMRX is a Small Cap Growth mutual fund and tends to feature small companies in up-and-coming industries and markets. With a five-year annual return of 11.16%, this fund is a well-diversified fund with a long track record of success.
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.
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3 Great Mutual Fund Picks 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.
Let's break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
American Funds Fundamental Investors F
(AFIFX - Free Report) has a 0.65% expense ratio and 0.24% management fee. AFIFX 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 13.66% over the last five years, this fund clearly wins.Calamos Global Equity A
(CAGEX - Free Report) . Expense ratio: 1.39%. Management fee: 0.93%. CAGEX 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. This fund has managed to produce a robust 14.7% over the last five years.AQR Small Cap Momentum Style R6
(QSMRX - Free Report) : 0.52% expense ratio and 0.45% management fee. QSMRX is a Small Cap Growth mutual fund and tends to feature small companies in up-and-coming industries and markets. With a five-year annual return of 11.16%, this fund is a well-diversified fund with a long track record of success.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.