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T. Rowe Price All Cap Opportuns Adv (PAWAX) - free report >>
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T. Rowe Price All Cap Opportuns Adv (PAWAX) - free report >>
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3 Great Mutual Fund Picks for Your Retirement
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.
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 take a look at some of our top-ranked mutual funds with the lowest fees.
Fidelity Advisor Semiconductors I (FELIX - Free Report) : 0.74% expense ratio and 0.52% management fee. 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. FELIX has achieved five-year annual returns of an astounding 19.02%.
Virtus KAR Small-Cap Core A (PKSAX - Free Report) : 1.27% expense ratio and 0.75% management fee. PKSAX is a Small Cap Blend mutual fund, and usually targets stocks with market caps of less than $2 billion, letting investors diversify their funds among other kinds of small-cap equities. With yearly returns of 13.56% over the last five years, PKSAX is an effectively diversified fund with a long reputation of solidly positive performance.
T. Rowe Price New America Growth Adviser (PAWAX - Free Report) : 1.07% expense ratio and 0.63% management fee. PAWAX 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. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 14.45% over the last five years.
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.