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BRIDGEWAY SMALL CAP VALUE FD (BRSVX) - free report >>
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BRIDGEWAY SMALL CAP VALUE FD (BRSVX) - free report >>
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Make the Most of Your Retirement with These Top-Ranked Mutual Funds
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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
If you are looking to diversify your portfolio, consider Bridgeway Small Cap Value N (BRSVX - Free Report) . BRSVX is a Small Cap Value mutual fund option, which typically invest in companies with market caps under $2 billion. This fund is a winner, boasting an expense ratio of 0.83%, management fee of 0.61%, and a five-year annualized return track record of 11.63%.
MFS Mass Investors Growth Stock R1 (MIGMX - Free Report) is a stand out amongst its peers. MIGMX is a Large Cap Growth mutual fund, and these funds invest in many large U.S. firms that are projected to grow at a faster rate than their large-cap peers. With five-year annualized performance of 11.12%, expense ratio of 1.46% and management fee of 0.33%, this diversified fund is an attractive buy with a strong history of performance.
Nicholas Fund (NICSX - Free Report) : 0.71% expense ratio and 0.65% management fee. NICSX 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 a five-year annual return of 10.12%, this fund is a well-diversified fund with a long track record of success.
There you have it. If your financial advisor had you put your money into any of our top-ranked funds, then they've got you covered. If not, you may need to talk.