3 Top-Ranked Mutual Funds for Your Retirement
There is never a wrong time to invest in mutual funds for retirement. So, if you're still looking for the best mutual funds, the Zacks Mutual Fund Rank can be a great guide.
The easiest way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Using the Zacks Mutual Fund Rank of over 19,000 mutual funds, we've identified three outstanding mutual funds that are ideally suited to help long-term investors pursue and achieve their retirement investing goals.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
DFA US Targeted Value I (DFFVX): 0.29% expense ratio and 0.27% management fee. DFFVX is a Small Cap Value fund, and these funds are known for investing in companies with market caps under $2 billion. DFFVX has achieved five-year annual returns of an astounding 18.12%.
FullerThaler Behav SmallCap Inv (FTHNX) is a stand out amongst its peers. FTHNX 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. With five-year annualized performance of 16.21%, expense ratio of 1.05% and management fee of 0.6%, this diversified fund is an attractive buy with a strong history of performance.
State Farm Balanced Fund (STFBX): 0.14% expense ratio and 0.11% management fee. STFBX is classified as an Allocation Balanced fund, which seeks to invest in a balance of asset types, like stocks, bonds, and cash, and including precious metals or commodities is not unusual. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 10.45% over the last 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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This article originally published on Zacks Investment Research (zacks.com).
Source Zacks-com


