We use cookies to understand how you use our site and to improve your experience. This includes personalizing content and advertising. To learn more, click here. By continuing to use our site, you accept our use of cookies, revised Privacy Policy and Terms of Service.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
3 Magnificent Mutual Funds to Maximize Your Retirement Portfolio
Read MoreHide Full Article
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.
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.
Fidelity Growth & Income Portfolio K (FGIKX - Free Report) : 0.49% expense ratio and 0.42% management fee. FGIKX is part of the Large Cap Blend section, and these mutual funds most often invest in firms with a market capitalization of $10 billion or more. By investing in bigger companies, these funds offer more stability, and are often well-suited for investors with a "buy and hold" mindset. FGIKX has achieved five-year annual returns of an astounding 10.83%.
Neuberger Berman Guardian Institutional (NGDLX - Free Report) is a stand out amongst its peers. NGDLX is a Large Cap Value mutual fund, which invests in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. With five-year annualized performance of 13.57%, expense ratio of 0.68% and management fee of 0.63%, this diversified fund is an attractive buy with a strong history of performance.
T. Rowe Price Cap Appreciation Adviser (PACLX - Free Report) : 0.97% expense ratio and 0.58% management fee. PACLX, an All Cap Value option, is a type of mutual fund that buys stakes in companies in all three valuation categories. With a five-year annual return of 10.06%, this fund is a well-diversified fund with a long track record of success.
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.
See More Zacks Research for These Tickers
Normally $25 each - click below to receive one report FREE:
Image: Bigstock
3 Magnificent Mutual Funds to Maximize Your Retirement Portfolio
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.
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.
Fidelity Growth & Income Portfolio K (FGIKX - Free Report) : 0.49% expense ratio and 0.42% management fee. FGIKX is part of the Large Cap Blend section, and these mutual funds most often invest in firms with a market capitalization of $10 billion or more. By investing in bigger companies, these funds offer more stability, and are often well-suited for investors with a "buy and hold" mindset. FGIKX has achieved five-year annual returns of an astounding 10.83%.
Neuberger Berman Guardian Institutional (NGDLX - Free Report) is a stand out amongst its peers. NGDLX is a Large Cap Value mutual fund, which invests in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. With five-year annualized performance of 13.57%, expense ratio of 0.68% and management fee of 0.63%, this diversified fund is an attractive buy with a strong history of performance.
T. Rowe Price Cap Appreciation Adviser (PACLX - Free Report) : 0.97% expense ratio and 0.58% management fee. PACLX, an All Cap Value option, is a type of mutual fund that buys stakes in companies in all three valuation categories. With a five-year annual return of 10.06%, this fund is a well-diversified fund with a long track record of success.
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.