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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 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 break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
Fidelity Advisor New Insights C
(FNICX - Free Report) has a 1.45% expense ratio and 0.42% management fee. FNICX 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. With yearly returns of 14.79% over the last five years, this fund clearly wins.
MFS Union Standard Equity Fund B
(MUSBX - Free Report) . Expense ratio: 1.49%. Management fee: 0.4%. MUSBX 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. This fund has managed to produce a robust 15.68% over the last five years.
Royce PA Mutual Fund Service Class
(RYPFX - Free Report) . Expense ratio: 1.25%. Management fee: 0.76%. Five year annual return: 11.99%. RYPFX is a Small Cap Value fund, and these funds are known for investing in companies with market caps under $2 billion.
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 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 break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
Fidelity Advisor New Insights C
(FNICX - Free Report) has a 1.45% expense ratio and 0.42% management fee. FNICX 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. With yearly returns of 14.79% over the last five years, this fund clearly wins.MFS Union Standard Equity Fund B
(MUSBX - Free Report) . Expense ratio: 1.49%. Management fee: 0.4%. MUSBX 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. This fund has managed to produce a robust 15.68% over the last five years.Royce PA Mutual Fund Service Class
(RYPFX - Free Report) . Expense ratio: 1.25%. Management fee: 0.76%. Five year annual return: 11.99%. RYPFX is a Small Cap Value fund, and these funds are known for investing in companies with market caps under $2 billion.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.