- Nearly 700 quality mutual funds and exchanged traded funds representing over 120 Lipper Categories are evaluated using Mutual Fund Observer metrics for risk and risk adjusted return, among others.
- These funds are divided into 11 investment buckets including traditional, income, international, sector, municipal bond, and alternative buckets as well as six buckets for trending funds.
- The funds are evaluated for risk, risk-adjusted return, momentum, consistency, quality, and income factors. Funds are available to individual investors and most are conservative enough for retirees.
For further details see:
Best Funds For Retirees To Own In 2021