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T. Rowe Price All Cap Opportuns Adv (PAWAX) - free report >>
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T. Rowe Price All Cap Opportuns Adv (PAWAX) - free report >>
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3 Magnificent Mutual Funds to Maximize Your Retirement Portfolio
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.
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 learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
If you are looking to diversify your portfolio, consider Fidelity Advisor Semiconductors M (FELTX - Free Report) . FELTX is a Sector - Tech mutual fund, allowing investors to own a stake in a notoriously volatile sector with a much more diversified approach. This fund is a winner, boasting an expense ratio of 1.25%, management fee of 0.53%, and a five-year annualized return track record of 25.61%.
JPMorgan US Equity Fund L (JMUEX - Free Report) is a stand out amongst its peers. JMUEX 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. With five-year annualized performance of 12.48%, expense ratio of 0.54% and management fee of 0.4%, this diversified fund is an attractive buy with a strong history of performance.
T. Rowe Price New America Growth Adviser (PAWAX - Free Report) : 1.03% expense ratio and 0.64% management fee. PAWAX is a Large Cap Growth mutual fund, and these funds invest in many large U.S. firms that are projected to grow at a faster rate than their large-cap peers. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 14.56% 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.