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Make the Most of Your Retirement with These Top-Ranked Mutual Funds
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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.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
If you are looking to diversify your portfolio, consider JPMorgan Tax Aware Equity C . JPECX 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. This fund is a winner, boasting an expense ratio of 1.45%, management fee of 0.35%, and a five-year annualized return track record of 11.05%.
Fidelity Select Tech Hardware (FDCPX - Free Report) : 0.73% expense ratio and 0.53% management fee. With a much more diversified approach, FDCPX--part of the Sector - Tech mutual fund category--gives investors a way to own a stake in the notoriously risky tech sector. FDCPX, with annual returns of 12.98% over the last five years, is a well-diversified fund with a long track record of success.
AB Large Cap Growth Adivsor (APGYX - Free Report) . Expense ratio: 0.59%. Management fee: 0.48%. Five year annual return: 13.26%. 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.
These examples highlight the fact that there are some astonishingly good mutual funds out there. If your advisor has you in the good ones, bravo! If not, you may need to have a talk.
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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.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
If you are looking to diversify your portfolio, consider JPMorgan Tax Aware Equity C . JPECX 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. This fund is a winner, boasting an expense ratio of 1.45%, management fee of 0.35%, and a five-year annualized return track record of 11.05%.
Fidelity Select Tech Hardware (FDCPX - Free Report) : 0.73% expense ratio and 0.53% management fee. With a much more diversified approach, FDCPX--part of the Sector - Tech mutual fund category--gives investors a way to own a stake in the notoriously risky tech sector. FDCPX, with annual returns of 12.98% over the last five years, is a well-diversified fund with a long track record of success.
AB Large Cap Growth Adivsor (APGYX - Free Report) . Expense ratio: 0.59%. Management fee: 0.48%. Five year annual return: 13.26%. 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.
These examples highlight the fact that there are some astonishingly good mutual funds out there. If your advisor has you in the good ones, bravo! If not, you may need to have a talk.