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Fidelity Advisor Technology I (FATIX) - free report >>
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Fidelity Advisor Technology I (FATIX) - free report >>
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Should You Add These 3 Top-Performing Mutual Funds to Your Portfolio?
It is never too late to invest in mutual funds for retirement. As such, if you plan to invest in some of the best funds, the Zacks Mutual Fund Rank can provide you with valuable guidance.
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 learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Fidelity Advisor Technology I (FATIX - Free Report) has a 0.7% expense ratio and 0.53% management fee. FATIX is part of the Sector - Tech mutual fund category that invests in technology and lets investors own a stake in a notoriously volatile sector, but with a much more diversified approach. With yearly returns of 22.18% over the last five years, this fund clearly wins.
Vanguard Windsor Fund (VWNDX - Free Report) : 0.42% expense ratio and 0.41% management fee. VWNDX is a part of the Large Cap Value category, and invests in equities with a market capitalization of $10 billion or more, but whose share prices do not reflect their intrinsic value. With yearly returns of 11.77% over the last five years, VWNDX is an effectively diversified fund with a long reputation of solidly positive performance.
AQR Large Cap Multi Style R6 (QCERX - Free Report) . Expense ratio: 0.3%. Management fee: 0.25%. Five year annual return: 12.48%. QCERX 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.
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.