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FMI Common Stock Institutional (FMIUX) - free report >>
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FMI Common Stock Institutional (FMIUX) - free report >>
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3 Magnificent Mutual Funds to Maximize 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.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
FMI Common Stock Institutional (FMIUX - Free Report) has a 0.88% expense ratio and 0.82% management fee. FMIUX is a Mid Cap Blend mutual fund that typically features a portfolio filled with stocks of various sizes and styles; it allows for a diversification strategy focusing on companies with market caps between $2 billion and $10 billion. With yearly returns of 10.96% over the last five years, this fund clearly wins.
Janus Henderson Research A (JRAAX - Free Report) : 0.81% expense ratio and 0.5% management fee. JRAAX 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. JRAAX, with annual returns of 12.2% over the last five years, is a well-diversified fund with a long track record of success.
Principal Capital Appreciation R5 (PCAQX - Free Report) : 0.7% expense ratio and 0.44% management fee. PCAQX is classified as a Large Cap Blend fund. More often than not, Large Cap Blend mutual funds invest in companies with a market cap of over $10 billion. Buying stakes in bigger companies offer these funds more stability, and are well-suited for investors with a "buy and hold" mindset. With a five-year annual return of 12.54%, this fund is a well-diversified fund with a long track record of success.
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.