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Fidelity Select Health Care Svcs (FSHCX) - free report >>
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Fidelity Select Health Care Svcs (FSHCX) - free report >>
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3 Top-Performing Mutual Funds to Consider for Your Retirement Portfolio
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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
If you are looking to diversify your portfolio, consider DFA US Sustainability Core I (DFSIX - Free Report) . DFSIX 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. This fund is a winner, boasting an expense ratio of 0.18%, management fee of 0.14%, and a five-year annualized return track record of 10.22%.
Fidelity Select Health Care Services (FSHCX - Free Report) : 0.73% expense ratio and 0.53% management fee. FSHCX is classified as a Sector - Health fund. Healthcare is one of the biggest sectors of the American economy, and these kinds of mutual funds provide a great opportunity to invest in this industry. FSHCX, with annual returns of 10.94% over the last five years, is a well-diversified fund with a long track record of success.
Neuberger Berman Guardian A (NGDAX - Free Report) . Expense ratio: 1.06%. Management fee: 0.74%. Five year annual return: 13.21%. NGDAX is a Large Cap Value mutual fund, which invests in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value.
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.