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Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?
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Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds.
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 investors' portfolios.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
Fidelity Advisor Growth Opportunities A (FAGAX - Free Report) : 0.86% expense ratio and 0.48% management fee. FAGAX 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. FAGAX has achieved five-year annual returns of an astounding 12.67%.
Goldman Sachs Small Cap Growth Inst (GSAJX): 0.91% expense ratio and 0.85% management fee. GSAJX is a Small Cap Growth mutual fund and tends to feature small companies in up-and-coming industries and markets. GSAJX, with annual returns of 9.06% over the last five years, is a well-diversified fund with a long track record of success.
Lord Abbett Affiliated R5 (LAFTX): 0.44% expense ratio and 0.32% management fee. LAFTX 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 12.56%, this fund is a well-diversified fund with a long track record of success.
We hope that your investment advisor (if you use one) has you invested in one or all of the top-ranked mutual funds we've reviewed. But if that isn't the case, it might be time to have a conversation or reconsider this vitally important relationship.
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Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?
Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds.
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 investors' portfolios.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
Fidelity Advisor Growth Opportunities A (FAGAX - Free Report) : 0.86% expense ratio and 0.48% management fee. FAGAX 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. FAGAX has achieved five-year annual returns of an astounding 12.67%.
Goldman Sachs Small Cap Growth Inst (GSAJX): 0.91% expense ratio and 0.85% management fee. GSAJX is a Small Cap Growth mutual fund and tends to feature small companies in up-and-coming industries and markets. GSAJX, with annual returns of 9.06% over the last five years, is a well-diversified fund with a long track record of success.
Lord Abbett Affiliated R5 (LAFTX): 0.44% expense ratio and 0.32% management fee. LAFTX 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 12.56%, this fund is a well-diversified fund with a long track record of success.
We hope that your investment advisor (if you use one) has you invested in one or all of the top-ranked mutual funds we've reviewed. But if that isn't the case, it might be time to have a conversation or reconsider this vitally important relationship.