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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 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.
If you are looking to diversify your portfolio, consider NYLI Epoch Global Equity Yield R6 (EPSRX - Free Report) . EPSRX 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 is a winner, boasting an expense ratio of 0.74%, management fee of 0.7%, and a five-year annualized return track record of 13.44%.
GMO Intl Developed Equity Alloc III (GIOTX): 0.01% expense ratio and 0% management fee. GIOTX is a part of the Allocation Balanced fund category; these funds like to invest in a variety of asset types, finding a balance between stocks, bonds, cash, and sometimes even precious metals and commodities; they are mostly categorized by their respective asset allocation. With yearly returns of 14.28% over the last five years, GIOTX is an effectively diversified fund with a long reputation of solidly positive performance.
Putnam Small Cap Value Y (PYSVX) is an attractive large-cap allocation. PYSVX is a Small Cap Value mutual fund option, which typically invest in companies with market caps under $2 billion. PYSVX has an expense ratio of 0.89%, management fee of 0.61%, and annual returns of 16.58% 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.
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3 Great Mutual Fund Picks for Your Retirement
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 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.
If you are looking to diversify your portfolio, consider NYLI Epoch Global Equity Yield R6 (EPSRX - Free Report) . EPSRX 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 is a winner, boasting an expense ratio of 0.74%, management fee of 0.7%, and a five-year annualized return track record of 13.44%.
GMO Intl Developed Equity Alloc III (GIOTX): 0.01% expense ratio and 0% management fee. GIOTX is a part of the Allocation Balanced fund category; these funds like to invest in a variety of asset types, finding a balance between stocks, bonds, cash, and sometimes even precious metals and commodities; they are mostly categorized by their respective asset allocation. With yearly returns of 14.28% over the last five years, GIOTX is an effectively diversified fund with a long reputation of solidly positive performance.
Putnam Small Cap Value Y (PYSVX) is an attractive large-cap allocation. PYSVX is a Small Cap Value mutual fund option, which typically invest in companies with market caps under $2 billion. PYSVX has an expense ratio of 0.89%, management fee of 0.61%, and annual returns of 16.58% 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.