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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, 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 take a look at some of our top-ranked mutual funds with the lowest fees.
First Eagle Gold Fund I (FEGIX - Free Report) has a 0.94% expense ratio and 0.75% management fee. FEGIX is classified as a Sector - Precious Metal fund, and these mutual funds invest in stocks with a focus on the mining and production of precious metals like gold, silver, platinum, and palladium. With yearly returns of 10.43% over the last five years, this fund clearly wins.
Janus Henderson Enterprise D (JANEX - Free Report) is a stand out amongst its peers. JANEX is a Mid Cap Growth mutual fund. These funds aim to target companies with a market capitalization between $2 billion and $10 billion that are also expected to exhibit more extensive growth opportunities for investors than their peers. With five-year annualized performance of 10.4%, expense ratio of 0.79% and management fee of 0.64%, this diversified fund is an attractive buy with a strong history of performance.
T. Rowe Price Dividend Growth I (PDGIX - Free Report) is an attractive large-cap allocation. PDGIX 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. PDGIX has an expense ratio of 0.5%, management fee of 0.48%, and annual returns of 11.55% over the past five years.
We hope that your investment advisor (if you use one) has you invested in one or all of the top-ranked mutual funds we've reviewed. But if that isn't the case, it might be time to have a conversation or reconsider this vitally important relationship.
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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, 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 take a look at some of our top-ranked mutual funds with the lowest fees.
First Eagle Gold Fund I (FEGIX - Free Report) has a 0.94% expense ratio and 0.75% management fee. FEGIX is classified as a Sector - Precious Metal fund, and these mutual funds invest in stocks with a focus on the mining and production of precious metals like gold, silver, platinum, and palladium. With yearly returns of 10.43% over the last five years, this fund clearly wins.
Janus Henderson Enterprise D (JANEX - Free Report) is a stand out amongst its peers. JANEX is a Mid Cap Growth mutual fund. These funds aim to target companies with a market capitalization between $2 billion and $10 billion that are also expected to exhibit more extensive growth opportunities for investors than their peers. With five-year annualized performance of 10.4%, expense ratio of 0.79% and management fee of 0.64%, this diversified fund is an attractive buy with a strong history of performance.
T. Rowe Price Dividend Growth I (PDGIX - Free Report) is an attractive large-cap allocation. PDGIX 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. PDGIX has an expense ratio of 0.5%, management fee of 0.48%, and annual returns of 11.55% over the past five years.
We hope that your investment advisor (if you use one) has you invested in one or all of the top-ranked mutual funds we've reviewed. But if that isn't the case, it might be time to have a conversation or reconsider this vitally important relationship.