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.
If you are looking to diversify your portfolio, consider Cambiar SMID Fund Investor (CAMMX - Free Report) . CAMMX is a Mid Cap Value fund, which usually invests in companies with a stock market valuation between $2 billion and $10 billion. This fund is a winner, boasting an expense ratio of 0.92%, management fee of 0.8%, and a five-year annualized return track record of 10.87%.
Fidelity Advisor Capital Development I (FDEIX - Free Report) is a stand out amongst its peers. FDEIX 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 10.61%, expense ratio of 0.72% and management fee of 0.53%, this diversified fund is an attractive buy with a strong history of performance.
Ivy Large Cap Growth Y (WLGYX - Free Report) . Expense ratio: 1%. Management fee: 0.6%. Five year annual return: 13.99%. WLGYX 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.
We hope that your investment advisor (if you use one) has you invested in one or all of the top-ranked mutual funds we've reviewed. But if that isn't the case, it might be time to have a conversation or reconsider this vitally important relationship.
Where Will Stocks Go…
If Biden Wins? If Trump Wins?
The answers may surprise you.
Since 1950, even after negative midterm years, the market has never had a lower presidential election year. With voters energized and engaged, the market has been almost unrelentingly bullish no matter which party wins!
Now is the time to download Zacks' free Special Report with 5 stocks that offer extreme upside for both Democrats and Republicans…
1. Medical manufacturer has gained +11,000% in the last 15 years.
2. Rental company is absolutely crushing its sector.
3. Energy powerhouse plans to grow its already large dividend by 25%.
4. Aerospace and defense standout just landed a potentially $80 billion contract.
5. Giant Chipmaker is building huge plants in the U.S.
Hurry, Download Special Report FREE >>
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.
If you are looking to diversify your portfolio, consider Cambiar SMID Fund Investor (CAMMX - Free Report) . CAMMX is a Mid Cap Value fund, which usually invests in companies with a stock market valuation between $2 billion and $10 billion. This fund is a winner, boasting an expense ratio of 0.92%, management fee of 0.8%, and a five-year annualized return track record of 10.87%.
Fidelity Advisor Capital Development I (FDEIX - Free Report) is a stand out amongst its peers. FDEIX 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 10.61%, expense ratio of 0.72% and management fee of 0.53%, this diversified fund is an attractive buy with a strong history of performance.
Ivy Large Cap Growth Y (WLGYX - Free Report) . Expense ratio: 1%. Management fee: 0.6%. Five year annual return: 13.99%. WLGYX 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.
We hope that your investment advisor (if you use one) has you invested in one or all of the top-ranked mutual funds we've reviewed. But if that isn't the case, it might be time to have a conversation or reconsider this vitally important relationship.
Where Will Stocks Go…
If Biden Wins? If Trump Wins?
The answers may surprise you.
Since 1950, even after negative midterm years, the market has never had a lower presidential election year. With voters energized and engaged, the market has been almost unrelentingly bullish no matter which party wins!
Now is the time to download Zacks' free Special Report with 5 stocks that offer extreme upside for both Democrats and Republicans…
1. Medical manufacturer has gained +11,000% in the last 15 years.
2. Rental company is absolutely crushing its sector.
3. Energy powerhouse plans to grow its already large dividend by 25%.
4. Aerospace and defense standout just landed a potentially $80 billion contract.
5. Giant Chipmaker is building huge plants in the U.S.
Hurry, Download Special Report FREE >>
Get the latest research report on FDEIX - FREE
Get the latest research report on WLGYX - FREE
Get the latest research report on CAMMX - FREE