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Fidelity Balanced (FBALX) - 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 way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Using the Zacks Mutual Fund Rank of over 19,000 mutual funds, we've identified three outstanding mutual funds that are ideally suited to help long-term investors pursue and achieve their retirement investing goals.
Let's break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
If you are looking to diversify your portfolio, consider Fidelity Balanced Fund (FBALX - Free Report) . FBALX is an Allocation Balanced mutual fund. Allocation Balanced funds look to invest across asset types, like stocks, bonds, and cash, and including precious metals or commodities is not unusual; these funds are mostly categorized by their respective asset allocation. This fund is a winner, boasting an expense ratio of 0.5%, management fee of 0.38%, and a five-year annualized return track record of 11.45%.
RBB Free Market US Equity (FMUEX - Free Report) : 0.55% expense ratio and 0.49% management fee. FMUEX is an All Cap Growth mutual fund investing in a wide variety of equities, no matter the size of the company and as long as the firm exhibits growth characteristics. FMUEX, with annual returns of 9.98% over the last five years, is a well-diversified fund with a long track record of success.
John Hancock Discipline Value Mid Cap R2 (JVMSX - Free Report) : 1.25% expense ratio and 0.71% management fee. JVMSX is a Mid Cap Value mutual funds that aims to target medium-sized companies that possess strong value and income opportunities for investors. With a five-year annual return of 11.05%, 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.