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.
Shelton Emerging Markets Investor(EMSLX): 1.23% expense ratio and 1% management fee. EMSLX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. EMSLX has achieved five-year annual returns of an astounding 7.32%.
American Funds Investor Company of America A(AIVSX). Expense ratio: 0.56%. Management fee: 0.23%. AIVSX is classified as a Large Cap Blend fund. More often than not, Large Cap Blend mutual funds invest in companies with a market cap of over $10 billion. Buying stakes in bigger companies offer these funds more stability, and are well-suited for investors with a "buy and hold" mindset. This fund has managed to produce a robust 16.25% over the last five years.
Brown Advisory Small Cap Fundamental Value Institutional(BAUUX): 0.95% expense ratio and 0.85% management fee. BAUUX is a Small Cap Value mutual fund option, which typically invest in companies with market caps under $2 billion. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 11.98% 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).
