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3 Magnificent Mutual Funds to Maximize Your Retirement Portfolio
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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, 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.
Hartford International Value R4 (HILSX - Free Report) : 1.2% expense ratio and 0.77% management fee. HILSX is a part of the Non US - Equity fund category, many of which will focus across all cap levels, and will typically allocate their investments between emerging and developed markets. With annual returns of 17.46% over the last five years, this fund is a winner.
Touchstone Small Company Y (SIGWX) is a stand out amongst its peers. SIGWX is a Small Cap Blend mutual fund, allowing investors a way to diversify their funds among various types of small-cap stocks. With five-year annualized performance of 14.25%, expense ratio of 0.9% and management fee of 0.67%, this diversified fund is an attractive buy with a strong history of performance.
Vericimetry U.S. Small Cap Value Fund (VYSVX) is an attractive large-cap allocation. VYSVX is a Small Cap Value mutual fund option, which typically invest in companies with market caps under $2 billion. VYSVX has an expense ratio of 0.6%, management fee of 0.5%, and annual returns of 17.18% 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 Magnificent Mutual Funds to Maximize Your Retirement Portfolio
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, 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.
Hartford International Value R4 (HILSX - Free Report) : 1.2% expense ratio and 0.77% management fee. HILSX is a part of the Non US - Equity fund category, many of which will focus across all cap levels, and will typically allocate their investments between emerging and developed markets. With annual returns of 17.46% over the last five years, this fund is a winner.
Touchstone Small Company Y (SIGWX) is a stand out amongst its peers. SIGWX is a Small Cap Blend mutual fund, allowing investors a way to diversify their funds among various types of small-cap stocks. With five-year annualized performance of 14.25%, expense ratio of 0.9% and management fee of 0.67%, this diversified fund is an attractive buy with a strong history of performance.
Vericimetry U.S. Small Cap Value Fund (VYSVX) is an attractive large-cap allocation. VYSVX is a Small Cap Value mutual fund option, which typically invest in companies with market caps under $2 billion. VYSVX has an expense ratio of 0.6%, management fee of 0.5%, and annual returns of 17.18% 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.