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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 break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
Fidelity Series Real Estate Income
(FSREX - Free Report) has a 0.01% expense ratio and 0% management fee. Sector - Real Estate funds like FSREX are known to invest in real estate investment trusts (REITs). A popular income vehicle thanks to its taxation rules, a REIT is required to pay out at least 90% of its income annually to avoid double taxation. With yearly returns of 8.3% over the last five years, this fund clearly wins.
American Funds Fundamental Investors 529A
(CFNAX - Free Report) : 0.62% expense ratio and 0.24% management fee. CFNAX 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. CFNAX, with annual returns of 15.4% over the last five years, is a well-diversified fund with a long track record of success.
Janus Henderson Contrarian R
(JCNRX - Free Report) : 1.35% expense ratio and 0.49% management fee. JCNRX is a part of the Large Cap Value category, and invests in equities with a market capitalization of $10 billion or more, but whose share prices do not reflect their intrinsic value. With a five-year annual return of 11.79%, this fund is a well-diversified fund with a long track record of success.
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.
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 Series Real Estate Income
(FSREX - Free Report) has a 0.01% expense ratio and 0% management fee. Sector - Real Estate funds like FSREX are known to invest in real estate investment trusts (REITs). A popular income vehicle thanks to its taxation rules, a REIT is required to pay out at least 90% of its income annually to avoid double taxation. With yearly returns of 8.3% over the last five years, this fund clearly wins.American Funds Fundamental Investors 529A
(CFNAX - Free Report) : 0.62% expense ratio and 0.24% management fee. CFNAX 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. CFNAX, with annual returns of 15.4% over the last five years, is a well-diversified fund with a long track record of success.Janus Henderson Contrarian R
(JCNRX - Free Report) : 1.35% expense ratio and 0.49% management fee. JCNRX is a part of the Large Cap Value category, and invests in equities with a market capitalization of $10 billion or more, but whose share prices do not reflect their intrinsic value. With a five-year annual return of 11.79%, this fund is a well-diversified fund with a long track record of success.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.