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3 Magnificent Mutual Funds to Maximize Your Retirement Portfolio (Revised)
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There is never a wrong time to invest in mutual funds for retirement. So, if you're still looking for the best mutual funds, the Zacks Mutual Fund Rank can be a great guide.
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 learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
If you are looking to diversify your portfolio, consider
AQR Global Equity Fund N
(AQGNX - Free Report) . AQGNX is a Global - Equity mutual fund. These funds invest in large markets like the U.S., Europe, and Japan, and operate with very few geographical limitations. This fund is a winner, boasting an expense ratio of 1.05%, management fee of 0.6%, and a five-year annualized return track record of 14.95%.
Fidelity Puritan Fund K
(FPUKX - Free Report) . Expense ratio: 0.4%. Management fee: 0.39%. FPUKX is classified as an Allocation Balanced fund, which seeks to invest in a balance of asset types, like stocks, bonds, and cash, and including precious metals or commodities is not unusual. This fund has managed to produce a robust 12.16% over the last five years.
MFS Blended Research Core Equity C
(MUECX - Free Report) : 1.49% expense ratio and 0.4% management fee. MUECX is part of the Large Cap Blend section, and these mutual funds most often invest in firms with a market capitalization of $10 billion or more. By investing in bigger companies, these funds offer more stability, and are often well-suited for investors with a "buy and hold" mindset. With a five-year annual return of 16.18%, this fund is a well-diversified fund with a long track record of success.
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.
(We are reissuing this article to correct a mistake. The original article, issued on March 20, 2025, should no longer be relied upon.)
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3 Magnificent Mutual Funds to Maximize Your Retirement Portfolio (Revised)
There is never a wrong time to invest in mutual funds for retirement. So, if you're still looking for the best mutual funds, the Zacks Mutual Fund Rank can be a great guide.
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 learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
If you are looking to diversify your portfolio, consider
AQR Global Equity Fund N
(AQGNX - Free Report) . AQGNX is a Global - Equity mutual fund. These funds invest in large markets like the U.S., Europe, and Japan, and operate with very few geographical limitations. This fund is a winner, boasting an expense ratio of 1.05%, management fee of 0.6%, and a five-year annualized return track record of 14.95%.
Fidelity Puritan Fund K
(FPUKX - Free Report) . Expense ratio: 0.4%. Management fee: 0.39%. FPUKX is classified as an Allocation Balanced fund, which seeks to invest in a balance of asset types, like stocks, bonds, and cash, and including precious metals or commodities is not unusual. This fund has managed to produce a robust 12.16% over the last five years.
MFS Blended Research Core Equity C
(MUECX - Free Report) : 1.49% expense ratio and 0.4% management fee. MUECX is part of the Large Cap Blend section, and these mutual funds most often invest in firms with a market capitalization of $10 billion or more. By investing in bigger companies, these funds offer more stability, and are often well-suited for investors with a "buy and hold" mindset. With a five-year annual return of 16.18%, this fund is a well-diversified fund with a long track record of success.
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.
(We are reissuing this article to correct a mistake. The original article, issued on March 20, 2025, should no longer be relied upon.)