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Make the Most of Your Retirement with These Top-Ranked Mutual Funds
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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.
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 retirement investors' portfolios.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
Bridgeway Small Cap Value N (BRSVX - Free Report) has a 0.85% expense ratio and 0.61% management fee. BRSVX is a Small Cap Value mutual fund option, which typically invest in companies with market caps under $2 billion. With yearly returns of 8.64% over the last five years, this fund clearly wins.
Fidelity Trend Fund (FTRNX - Free Report) : 0.57% expense ratio and 0.41% management fee. FTRNX 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. FTRNX, with annual returns of 12.59% over the last five years, is a well-diversified fund with a long track record of success.
JPMorgan Tax Aware Equity C is an attractive large-cap allocation. JPECX 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. JPECX has an expense ratio of 1.45%, management fee of 0.35%, and annual returns of 10.76% 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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Make the Most of Your Retirement with These Top-Ranked Mutual Funds
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.
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 retirement investors' portfolios.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
Bridgeway Small Cap Value N (BRSVX - Free Report) has a 0.85% expense ratio and 0.61% management fee. BRSVX is a Small Cap Value mutual fund option, which typically invest in companies with market caps under $2 billion. With yearly returns of 8.64% over the last five years, this fund clearly wins.
Fidelity Trend Fund (FTRNX - Free Report) : 0.57% expense ratio and 0.41% management fee. FTRNX 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. FTRNX, with annual returns of 12.59% over the last five years, is a well-diversified fund with a long track record of success.
JPMorgan Tax Aware Equity C is an attractive large-cap allocation. JPECX 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. JPECX has an expense ratio of 1.45%, management fee of 0.35%, and annual returns of 10.76% 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.