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American Funds Mutual F1 (AMFFX) - free report >>
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American Funds Mutual F1 (AMFFX) - free report >>
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3 Magnificent Mutual Funds to Maximize Your Retirement Portfolio
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.
If you are looking to diversify your portfolio, consider American Funds Mutual F1 (AMFFX - Free Report) . AMFFX is a Large Cap Value mutual fund, which invests in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. This fund is a winner, boasting an expense ratio of 0.64%, management fee of 0.23%, and a five-year annualized return track record of 10.59%.
Calvert Balanced Portfolio I (CBAIX - Free Report) is a stand out amongst its peers. CBAIX is a part of the Allocation Balanced fund category; these funds like to invest in a variety of asset types, finding a balance between stocks, bonds, cash, and sometimes even precious metals and commodities; they are mostly categorized by their respective asset allocation. With five-year annualized performance of 10.24%, expense ratio of 0.68% and management fee of 0.51%, this diversified fund is an attractive buy with a strong history of performance.
Invesco Small Cap Value Y (VSMIX - Free Report) : 0.84% expense ratio and 0.64% management fee. VSMIX is a Small Cap Value mutual fund option, which typically invest in companies with market caps under $2 billion. With a five-year annual return of 21%, 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.