Back to top

Image: Bigstock

Should You Add These 3 Top-Performing Mutual Funds to Your Portfolio? - July 29, 2020

Read MoreHide Full Article

Our "Magnificent Retirement Mutual Funds" list includes some of the best managed and best performing funds around. If you're already invested in these, congratulations! But if you're just now discovering them, don't worry. When it comes to your retirement, it's never too late to start investing in the best.

The easiest way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Using our Zacks Rank of over 19,000 mutual funds, we've identified three outstanding mutual funds that are ideally suited to help long-term investors pursue and achieve their retirement investing goals.

Let's take a look at some of the highest Zacks Ranked mutual funds with the lowest fees.

If you are looking to diversify your portfolio, consider Fidelity Advisor Semiconductors I (FELIX - Free Report) . With a much more diversified approach, FELIX--part of the Sector - Tech mutual fund category--gives investors a way to own a stake in the notoriously risky tech sector. This fund is a winner, boasting an expense ratio of 0.81%, management fee of 0.54%, and a five-year annualized return track record of 22.21%.

AB Large Cap Growth Adviser (APGYX - Free Report) : 0.6% expense ratio and 0.51% management fee. APGYX 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. APGYX, with annual returns of 16.3% over the last five years, is a well-diversified fund with a long track record of success.

T. Rowe Price Global Growth Stock Adviser (PAGLX - Free Report) : 1.1% expense ratio and 0.64% management fee. PAGLX is a Global - Equity mutual fund. These funds invest in large markets like the U.S., Europe, and Japan, and operate with very few geographical limitations. With a five-year annual return of 11.98%, this fund is a well-diversified fund with a long track record of success.

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.

Do You Know the Top 9 Retirement Investing Mistakes?

Investing in underperforming mutual funds is just one of the key errors that can derail your retirement plans.

To learn more, read our just-released report: 9 Retirement Mistakes You Need to Avoid.


In-Depth Zacks Research for the Tickers Above


Normally $25 each - click below to receive one report FREE:


AB Lg Cap Growth Adv (APGYX) - free report >>

Fidelity Adv Semiconductors I (FELIX) - free report >>

T. Rowe Price Glbl Growth Stock Adv (PAGLX) - free report >>

Published in