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Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?
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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 easiest, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. The Zacks Mutual Fund Rank, which covers over 19,000 mutual funds, has helped us identify three outstanding options that are perfect for any long-term investors' portfolios that is retirement-focused.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
American Funds Fundamental Investors F
(AFIFX - Free Report) has a 0.65% expense ratio and 0.24% management fee. AFIFX 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 yearly returns of 13.66% over the last five years, this fund clearly wins.
Fidelity Balanced Fund
(FBALX - Free Report) . Expense ratio: 0.48%. Management fee: 0.46%. FBALX is a part of the Allocation Balanced fund category; these funds like to invest in a variety of asset types, finding a balance between stocks, bonds, cash, and sometimes even precious metals and commodities; they are mostly categorized by their respective asset allocation. This fund has managed to produce a robust 11.54% over the last five years.
Fuller & Thayler Behavioral Small Cap Institutional
(FTHSX - Free Report) : 0.76% expense ratio and 0.6% management fee. FTHSX is a Small Cap Blend mutual fund that usually targets companies with a market capitalization of less than $2 billion. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 15.31% over the last five years.
There you have it. If your financial advisor had you put your money into any of our top-ranked funds, then they've got you covered. If not, you may need to talk.
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Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?
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, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. The Zacks Mutual Fund Rank, which covers over 19,000 mutual funds, has helped us identify three outstanding options that are perfect for any long-term investors' portfolios that is retirement-focused.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
American Funds Fundamental Investors F
(AFIFX - Free Report) has a 0.65% expense ratio and 0.24% management fee. AFIFX 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 yearly returns of 13.66% over the last five years, this fund clearly wins.Fidelity Balanced Fund
(FBALX - Free Report) . Expense ratio: 0.48%. Management fee: 0.46%. FBALX is a part of the Allocation Balanced fund category; these funds like to invest in a variety of asset types, finding a balance between stocks, bonds, cash, and sometimes even precious metals and commodities; they are mostly categorized by their respective asset allocation. This fund has managed to produce a robust 11.54% over the last five years.Fuller & Thayler Behavioral Small Cap Institutional
(FTHSX - Free Report) : 0.76% expense ratio and 0.6% management fee. FTHSX is a Small Cap Blend mutual fund that usually targets companies with a market capitalization of less than $2 billion. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 15.31% over the last five years.There you have it. If your financial advisor had you put your money into any of our top-ranked funds, then they've got you covered. If not, you may need to talk.