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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 easiest way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Using the Zacks Mutual Fund Rank of over 19,000 mutual funds, we've identified three outstanding mutual funds that are ideally suited to help long-term investors pursue and achieve their retirement investing goals.
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 Brown Advisory WMC Strategic European Equity & Income Investor (BIAHX - Free Report) . BIAHX 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 1.19%, management fee of 0.9%, and a five-year annualized return track record of 16.98%.
Fidelity Stock Selector Allocation Cap (FDSSX) is a stand out amongst its peers. FDSSX is a Large Cap Growth option; these mutual funds purchase stakes in numerous large U.S. companies that are expected to develop and grow at a faster rate than other large-cap stocks. With five-year annualized performance of 14.79%, expense ratio of 0.5% and management fee of 0.43%, this diversified fund is an attractive buy with a strong history of performance.
American Funds Cap Income Builder F2 (CAIFX). Expense ratio: 0.37%. Management fee: 0.23%. Five year annual return: 10.29%. CAIFX 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.
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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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 easiest way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Using the Zacks Mutual Fund Rank of over 19,000 mutual funds, we've identified three outstanding mutual funds that are ideally suited to help long-term investors pursue and achieve their retirement investing goals.
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 Brown Advisory WMC Strategic European Equity & Income Investor (BIAHX - Free Report) . BIAHX 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 1.19%, management fee of 0.9%, and a five-year annualized return track record of 16.98%.
Fidelity Stock Selector Allocation Cap (FDSSX) is a stand out amongst its peers. FDSSX is a Large Cap Growth option; these mutual funds purchase stakes in numerous large U.S. companies that are expected to develop and grow at a faster rate than other large-cap stocks. With five-year annualized performance of 14.79%, expense ratio of 0.5% and management fee of 0.43%, this diversified fund is an attractive buy with a strong history of performance.
American Funds Cap Income Builder F2 (CAIFX). Expense ratio: 0.37%. Management fee: 0.23%. Five year annual return: 10.29%. CAIFX 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.
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.