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3 Magnificent Mutual Funds to Maximize Your Retirement Portfolio
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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 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 Invesco EQV Euro Small Company A (ESMAX - Free Report) . ESMAX is a Europe - Equity mutual fund option, and these funds tend to invest their assets in stocks across the European continent, including countries such as Great Britain, Germany, France, Italy, and Spain. This fund is a winner, boasting an expense ratio of 1.48%, management fee of 0.93%, and a five-year annualized return track record of 12.53%.
Fidelity Growth & Income Portfolio K (FGIKX): 0.46% expense ratio and 0.45% management fee. FGIKX is a Large Cap Blend fund, targeting companies with market caps of over $10 billion. These funds offer investors a stability, and are perfect for people with a "buy and hold" mindset. FGIKX, with annual returns of 18.36% over the last five years, is a well-diversified fund with a long track record of success.
DWS Science and Technology S (KTCSX): 0.68% expense ratio and 0.45% management fee. KTCSX is part of the Sector - Tech mutual fund category that invests in technology and lets investors own a stake in a notoriously volatile sector, but with a much more diversified approach. With a five-year annual return of 17.58%, 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 Magnificent Mutual Funds to Maximize Your Retirement Portfolio
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 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 Invesco EQV Euro Small Company A (ESMAX - Free Report) . ESMAX is a Europe - Equity mutual fund option, and these funds tend to invest their assets in stocks across the European continent, including countries such as Great Britain, Germany, France, Italy, and Spain. This fund is a winner, boasting an expense ratio of 1.48%, management fee of 0.93%, and a five-year annualized return track record of 12.53%.
Fidelity Growth & Income Portfolio K (FGIKX): 0.46% expense ratio and 0.45% management fee. FGIKX is a Large Cap Blend fund, targeting companies with market caps of over $10 billion. These funds offer investors a stability, and are perfect for people with a "buy and hold" mindset. FGIKX, with annual returns of 18.36% over the last five years, is a well-diversified fund with a long track record of success.
DWS Science and Technology S (KTCSX): 0.68% expense ratio and 0.45% management fee. KTCSX is part of the Sector - Tech mutual fund category that invests in technology and lets investors own a stake in a notoriously volatile sector, but with a much more diversified approach. With a five-year annual return of 17.58%, 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.