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3 Top-Performing Mutual Funds to Consider for 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.
How can you tell a good mutual fund from a bad one? It's pretty basic: if the fund is diversified, has low fees, and shows strong performance, it's a keeper. Of course, there's a wide range, but using the Zacks Mutual Fund Rank, we've found three mutual funds that would be great additions to any long-term investors' portfolios.
Let's break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
American Funds Investor Company of America 529F (CICFX - Free Report) : 0.45% expense ratio and 0.23% management fee. CICFX is classified as a Large Cap Blend fund. More often than not, Large Cap Blend mutual funds invest in companies with a market cap of over $10 billion. Buying stakes in bigger companies offer these funds more stability, and are well-suited for investors with a "buy and hold" mindset. CICFX has achieved five-year annual returns of an astounding 16.13%.
Causeway International Value Institutional (CIVIX): 0.85% expense ratio and 0.8% management fee. CIVIX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. CIVIX, with annual returns of 15.07% over the last five years, is a well-diversified fund with a long track record of success.
AQR Small Cap Multi-Style I (QSMLX). Expense ratio: 0.62%. Management fee: 0.45%. Five year annual return: 14.81%. QSMLX is a Small Cap Blend mutual fund, and usually targets stocks with market caps of less than $2 billion, letting investors diversify their funds among other kinds of small-cap equities.
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 Top-Performing Mutual Funds to Consider for 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.
How can you tell a good mutual fund from a bad one? It's pretty basic: if the fund is diversified, has low fees, and shows strong performance, it's a keeper. Of course, there's a wide range, but using the Zacks Mutual Fund Rank, we've found three mutual funds that would be great additions to any long-term investors' portfolios.
Let's break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
American Funds Investor Company of America 529F (CICFX - Free Report) : 0.45% expense ratio and 0.23% management fee. CICFX is classified as a Large Cap Blend fund. More often than not, Large Cap Blend mutual funds invest in companies with a market cap of over $10 billion. Buying stakes in bigger companies offer these funds more stability, and are well-suited for investors with a "buy and hold" mindset. CICFX has achieved five-year annual returns of an astounding 16.13%.
Causeway International Value Institutional (CIVIX): 0.85% expense ratio and 0.8% management fee. CIVIX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. CIVIX, with annual returns of 15.07% over the last five years, is a well-diversified fund with a long track record of success.
AQR Small Cap Multi-Style I (QSMLX). Expense ratio: 0.62%. Management fee: 0.45%. Five year annual return: 14.81%. QSMLX is a Small Cap Blend mutual fund, and usually targets stocks with market caps of less than $2 billion, letting investors diversify their funds among other kinds of small-cap equities.
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.