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.
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 break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
Federated MDT Mid Cap Growth R (FGSKX - Free Report) has a 0.83% expense ratio and 0.75% management fee. FGSKX is a Mid Cap Growth mutual fund. Mid Cap Growth funds pick stocks--usually companies with a market cap between $2 billion and $10 billion--that demonstrate extensive growth opportunities for investors compared to their peers. With yearly returns of 10.26% over the last five years, this fund clearly wins.
T. Rowe Price Capital Opportunity R (RRCOX - Free Report) : 1.12% expense ratio and 0.32% management fee. RRCOX 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. With yearly returns of 10.58% over the last five years, RRCOX is an effectively diversified fund with a long reputation of solidly positive performance.
Pioneer Disciplined Growth Fund A (PINDX - Free Report) : 1% expense ratio and 0.63% management fee. PINDX 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 12.83% 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.
4 Oil Stocks with Massive Upsides
Global demand for oil is through the roof... and oil producers are struggling to keep up. So even though oil prices are well off their recent highs, you can expect big profits from the companies that supply the world with "black gold."
Zacks Investment Research has just released an urgent special report to help you bank on this trend.
In Oil Market on Fire, you'll discover 4 unexpected oil and gas stocks positioned for big gains in the coming weeks and months. You don't want to miss these recommendations.
Download your free report now to see them.
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.
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 break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
Federated MDT Mid Cap Growth R (FGSKX - Free Report) has a 0.83% expense ratio and 0.75% management fee. FGSKX is a Mid Cap Growth mutual fund. Mid Cap Growth funds pick stocks--usually companies with a market cap between $2 billion and $10 billion--that demonstrate extensive growth opportunities for investors compared to their peers. With yearly returns of 10.26% over the last five years, this fund clearly wins.
T. Rowe Price Capital Opportunity R (RRCOX - Free Report) : 1.12% expense ratio and 0.32% management fee. RRCOX 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. With yearly returns of 10.58% over the last five years, RRCOX is an effectively diversified fund with a long reputation of solidly positive performance.
Pioneer Disciplined Growth Fund A (PINDX - Free Report) : 1% expense ratio and 0.63% management fee. PINDX 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 12.83% 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.
4 Oil Stocks with Massive Upsides
Global demand for oil is through the roof... and oil producers are struggling to keep up. So even though oil prices are well off their recent highs, you can expect big profits from the companies that supply the world with "black gold."
Zacks Investment Research has just released an urgent special report to help you bank on this trend.
In Oil Market on Fire, you'll discover 4 unexpected oil and gas stocks positioned for big gains in the coming weeks and months. You don't want to miss these recommendations.
Download your free report now to see them.
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