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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.
How can you tell a good mutual fund from a bad one? It's pretty basic: if the fund is diversified, has low fees, and shows strong performance, it's a keeper. Of course, there's a wide range, but using the Zacks Mutual Fund Rank, we've found three mutual funds that would be great additions to any long-term retirement investors' portfolios.
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 Fund K
(FFDKX - Free Report) . FFDKX 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 is a winner, boasting an expense ratio of 0.36%, management fee of 0.34%, and a five-year annualized return track record of 17.08%.
Vanguard Strategic Equity Fund
(VSEQX - Free Report) is a stand out amongst its peers. VSEQX is a Mid Cap Blend mutual fund, and usually features a portfolio with stocks of various styles and sizes, allowing for diversification within a strategy that focuses on mid cap companies. With five-year annualized performance of 14.35%, expense ratio of 0.17% and management fee of 0.16%, this diversified fund is an attractive buy with a strong history of performance.
GMO U.S. Equity Allocation Fund ClIII
(GMUEX - Free Report) . Expense ratio: 0.49%. Management fee: 0.46%. Five year annual return: 15.37%. GMUEX is a Large Cap Growth mutual fund, and these funds invest in many large U.S. firms that are projected to grow at a faster rate than their large-cap peers.
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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3 Great Mutual Fund Picks for Your Retirement
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.
How can you tell a good mutual fund from a bad one? It's pretty basic: if the fund is diversified, has low fees, and shows strong performance, it's a keeper. Of course, there's a wide range, but using the Zacks Mutual Fund Rank, we've found three mutual funds that would be great additions to any long-term retirement investors' portfolios.
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 Fund K
(FFDKX - Free Report) . FFDKX 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 is a winner, boasting an expense ratio of 0.36%, management fee of 0.34%, and a five-year annualized return track record of 17.08%.Vanguard Strategic Equity Fund
(VSEQX - Free Report) is a stand out amongst its peers. VSEQX is a Mid Cap Blend mutual fund, and usually features a portfolio with stocks of various styles and sizes, allowing for diversification within a strategy that focuses on mid cap companies. With five-year annualized performance of 14.35%, expense ratio of 0.17% and management fee of 0.16%, this diversified fund is an attractive buy with a strong history of performance.GMO U.S. Equity Allocation Fund ClIII
(GMUEX - Free Report) . Expense ratio: 0.49%. Management fee: 0.46%. Five year annual return: 15.37%. GMUEX is a Large Cap Growth mutual fund, and these funds invest in many large U.S. firms that are projected to grow at a faster rate than their large-cap peers.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.