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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.
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
Fidelity Growth Strategies Fund K
(FAGKX - Free Report) . FAGKX is an All Cap Growth mutual fund. In order to increase diversification, these funds have holdings across small, medium, and large-cap levels. This fund is a winner, boasting an expense ratio of 0.68%, management fee of 0.67%, and a five-year annualized return track record of 13.03%.
Madison Mid-Cap Fund R6
(MMCRX - Free Report) : 0.73% expense ratio and 0.71% management fee. MMCRX is a Mid Cap Growth mutual fund. These funds aim to target companies with a market capitalization between $2 billion and $10 billion that are also expected to exhibit more extensive growth opportunities for investors than their peers. MMCRX, with annual returns of 12.57% over the last five years, is a well-diversified fund with a long track record of success.
Putnam Equity Income R6
(PEQSX - Free Report) : 0.54% expense ratio and 0.47% management fee. PEQSX is a Large Cap Value fund. These funds invest in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. With a five-year annual return of 16.53%, 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.
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3 Top-Ranked Mutual Funds 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.
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
Fidelity Growth Strategies Fund K
(FAGKX - Free Report) . FAGKX is an All Cap Growth mutual fund. In order to increase diversification, these funds have holdings across small, medium, and large-cap levels. This fund is a winner, boasting an expense ratio of 0.68%, management fee of 0.67%, and a five-year annualized return track record of 13.03%.Madison Mid-Cap Fund R6
(MMCRX - Free Report) : 0.73% expense ratio and 0.71% management fee. MMCRX is a Mid Cap Growth mutual fund. These funds aim to target companies with a market capitalization between $2 billion and $10 billion that are also expected to exhibit more extensive growth opportunities for investors than their peers. MMCRX, with annual returns of 12.57% over the last five years, is a well-diversified fund with a long track record of success.Putnam Equity Income R6
(PEQSX - Free Report) : 0.54% expense ratio and 0.47% management fee. PEQSX is a Large Cap Value fund. These funds invest in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. With a five-year annual return of 16.53%, 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.