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3 Top-Performing Mutual Funds to Consider for Your Retirement Portfolio
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It is never too late to invest in mutual funds for retirement. As such, if you plan to invest in some of the best funds, the Zacks Mutual Fund Rank can provide you with valuable guidance.
The easiest, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. The Zacks Mutual Fund Rank, which covers over 19,000 mutual funds, has helped us identify three outstanding options that are perfect for any long-term investors' portfolios that is retirement-focused.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
Fidelity Advisor Growth Opportunit (FAOFX - Free Report) : 0.01% expense ratio and 0% management fee. FAOFX 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. FAOFX has achieved five-year annual returns of an astounding 18.57%.
Deutsche Science and Technology A (KTCAX - Free Report) : 0.88% expense ratio and 0.45% management fee. With a much more diversified approach, KTCAX--part of the Sector - Tech mutual fund category--gives investors a way to own a stake in the notoriously risky tech sector. With yearly returns of 13.98% over the last five years, KTCAX is an effectively diversified fund with a long reputation of solidly positive performance.
MainStay MAP Fund R1 . Expense ratio: 0.86%. Management fee: 0.66%. Five year annual return: 12.17%. MAPRX 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.
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.
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3 Top-Performing Mutual Funds to Consider for Your Retirement Portfolio
It is never too late to invest in mutual funds for retirement. As such, if you plan to invest in some of the best funds, the Zacks Mutual Fund Rank can provide you with valuable guidance.
The easiest, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. The Zacks Mutual Fund Rank, which covers over 19,000 mutual funds, has helped us identify three outstanding options that are perfect for any long-term investors' portfolios that is retirement-focused.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
Fidelity Advisor Growth Opportunit (FAOFX - Free Report) : 0.01% expense ratio and 0% management fee. FAOFX 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. FAOFX has achieved five-year annual returns of an astounding 18.57%.
Deutsche Science and Technology A (KTCAX - Free Report) : 0.88% expense ratio and 0.45% management fee. With a much more diversified approach, KTCAX--part of the Sector - Tech mutual fund category--gives investors a way to own a stake in the notoriously risky tech sector. With yearly returns of 13.98% over the last five years, KTCAX is an effectively diversified fund with a long reputation of solidly positive performance.
MainStay MAP Fund R1 . Expense ratio: 0.86%. Management fee: 0.66%. Five year annual return: 12.17%. MAPRX 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.
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.