Menü
sharewise zieht um Am Wochenende vom 22./23. August wird das neue sharewise die Hauptseite. Schau es dir jetzt an und sag uns, was dir fehlt. Zum neuen sharewise Was sich ändert
Microsoft selbst warnt vor der Verwendung von Internet Explorer, da er nicht mehr den neuesten Web- und Sicherheitsstandards entspricht. Wir können daher nicht garantieren, dass die Seite im Internet Explorer in vollem Umfang funktioniert. Nutze bitte Chrome oder Firefox.

3 Top-Ranked Mutual Funds 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 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.

Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.

Artisan Global Equity Advisor (APDHX) has a 1.25% expense ratio and 0.9% management fee. APDHX 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 With yearly returns of 11.57% over the last five years, this fund clearly wins.

Principal Capital Appreciation R3 (PCAOX): 0.99% expense ratio and 0.41% management fee. PCAOX is a Large Cap Blend fund, targeting companies with market caps of over $10 billion. These funds offer investors a stability, and are perfect for people with a "buy and hold" mindset. PCAOX, with annual returns of 13.24% over the last five years, is a well-diversified fund with a long track record of success.

MFS Blended Research Intl Eq I (BRXIX): 0.49% expense ratio and 0.35% management fee. BRXIX is a part of the Non US - Equity fund category, many of which will focus across all cap levels, and will typically allocate their investments between emerging and developed markets. With a five-year annual return of 12.56%, this fund is a well-diversified fund with a long track record of success.

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.

7 Best Stocks for the Next 30 Days

Just released: Experts distill 7 elite stocks from the current list of 220 Zacks Rank #1 Strong Buys. They deem these tickers "Most Likely for Early Price Pops."

Since 1988, the full list has beaten the market more than 2X over with an average gain of +23.7% per year. So be sure to give these hand picked 7 your immediate attention. 

See them now >>

Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report


 
Get Your Free (APDHX): Fund Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research


Source Zacks-com

At Zacks, we are dedicated to independent investment research, helping investors succeed through tools like our Zacks Rank stock-rating system, which has averaged +23.89% annual returns since 1988. Founded on the discovery that earnings estimate revisions drive stock prices, we offer purely mathematical, unbiased ratings, along with additional innovations like the Price Response Indicator, Earnings ESP, and specialized rankings for mutual funds and ETFs.
...
Rechtlicher Hinweis

Kommentare