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Fidelity Adv Semiconductors I (FELIX) - free report >>
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Fidelity Adv Semiconductors I (FELIX) - free report >>
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Make the Most of Your Retirement with These Top-Ranked Mutual Funds
Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds.
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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
Fidelity Advisor Semiconductors I (FELIX - Free Report) has a 0.74% expense ratio and 0.52% management fee. FELIX is a Sector - Tech mutual fund, allowing investors to own a stake in a notoriously volatile sector with a much more diversified approach. With yearly returns of 20.85% over the last five years, this fund clearly wins.
State Street Institutional US Equity Investor (SUSIX - Free Report) is a stand out amongst its peers. SUSIX 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. With five-year annualized performance of 10.41%, expense ratio of 0.38% and management fee of 0.37%, this diversified fund is an attractive buy with a strong history of performance.
JPMorgan Large Cap Growth R5 (JLGRX - Free Report) is an attractive large-cap allocation. JLGRX 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. JLGRX has an expense ratio of 0.54%, management fee of 0.45%, and annual returns of 13.15% over the past five years.
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.