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 best way to shortlist great mutual funds is to ensure solid performance, diversification, and low fees. Some are better than others, but utilizing the Zacks Mutual Fund Rank, we have identified three mutual funds that could be solid additions to one's retirement portfolio.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
ASG Managed Futures Strategy Y (ASFYX - Free Report) : 1.48% expense ratio and 1.25% management fee. ASFYX is an Allocation Balanced mutual fund. Allocation Balanced funds look to invest across asset types, like stocks, bonds, and cash, and including precious metals or commodities is not unusual; these funds are mostly categorized by their respective asset allocation. With annual returns of 11.59% over the last five years, this fund is a winner.
Calvert Equity Portfolio A (CSIEX - Free Report) : 0.9% expense ratio and 0.55% management fee. CSIEX is a Large Cap Growth option; these mutual funds purchase stakes in numerous large U.S. companies that are expected to develop and grow at a faster rate than other large-cap stocks. CSIEX, with annual returns of 13.02% over the last five years, is a well-diversified fund with a long track record of success.
Fidelity Advisor Technology A (FADTX - Free Report) : 0.96% expense ratio and 0.52% management fee. With a much more diversified approach, FADTX--part of the Sector - Tech mutual fund category--gives investors a way to own a stake in the notoriously risky tech sector. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 13.87% 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.
5 Stocks Set to Double
Each was handpicked by a Zacks expert as the #1 favorite stock to gain +100% or more in 2024. While not all picks can be winners, previous recommendations have soared +143.0%, +175.9%, +498.3% and +673.0%.
Most of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor.
Today, See These 5 Potential Home Runs >>
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 best way to shortlist great mutual funds is to ensure solid performance, diversification, and low fees. Some are better than others, but utilizing the Zacks Mutual Fund Rank, we have identified three mutual funds that could be solid additions to one's retirement portfolio.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
ASG Managed Futures Strategy Y (ASFYX - Free Report) : 1.48% expense ratio and 1.25% management fee. ASFYX is an Allocation Balanced mutual fund. Allocation Balanced funds look to invest across asset types, like stocks, bonds, and cash, and including precious metals or commodities is not unusual; these funds are mostly categorized by their respective asset allocation. With annual returns of 11.59% over the last five years, this fund is a winner.
Calvert Equity Portfolio A (CSIEX - Free Report) : 0.9% expense ratio and 0.55% management fee. CSIEX is a Large Cap Growth option; these mutual funds purchase stakes in numerous large U.S. companies that are expected to develop and grow at a faster rate than other large-cap stocks. CSIEX, with annual returns of 13.02% over the last five years, is a well-diversified fund with a long track record of success.
Fidelity Advisor Technology A (FADTX - Free Report) : 0.96% expense ratio and 0.52% management fee. With a much more diversified approach, FADTX--part of the Sector - Tech mutual fund category--gives investors a way to own a stake in the notoriously risky tech sector. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 13.87% 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.
5 Stocks Set to Double
Each was handpicked by a Zacks expert as the #1 favorite stock to gain +100% or more in 2024. While not all picks can be winners, previous recommendations have soared +143.0%, +175.9%, +498.3% and +673.0%.
Most of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor.
Today, See These 5 Potential Home Runs >>
Get the latest research report on FADTX - FREE
Get the latest research report on CSIEX - FREE
Get the latest research report on ASFYX - FREE