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It is never too late to invest in mutual funds for retirement. As such, if you plan to invest in some of the best funds, the Zacks Mutual Fund Rank can provide you with valuable guidance.
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 break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
DFA United Kingdom Small Company I
(DFUKX) has a 0.51% expense ratio and 0.45% management fee. DFUKX is a Europe - Equity mutual fund investing in stocks across the vast European continent. With yearly returns of 11.37% over the last five years, this fund clearly wins.
Third Avenue Value Fund Investor
(TVFVX) is a stand out amongst its peers. TVFVX is a Small Cap Value mutual fund, investing in small companies with stock market valuation less than $2 billion. With five-year annualized performance of 26.48%, expense ratio of 1.42% and management fee of 0.9%, this diversified fund is an attractive buy with a strong history of performance.
Transamerica Large Cap Value I
(TWQIX): 0.63% expense ratio and 0.59% management fee. TWQIX is a part of the Large Cap Value category, and invests in equities with a market capitalization of $10 billion or more, but whose share prices do not reflect their intrinsic value. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 19.45% over the last five years.
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.
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This article originally published on Zacks Investment Research (zacks.com).