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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.
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.
American Funds Growth Fund of America R3 (RGACX): 0.93% expense ratio and 0.25% management fee. RGACX is a Large Cap Growth mutual fund, and these funds invest in many large U.S. firms that are projected to grow at a faster rate than their large-cap peers. With annual returns of 15.56% over the last five years, this fund is a winner.
Third Avenue Real Estate Value Investor (TVRVX): 1.42% expense ratio and 0.9% management fee. Sector - Real Estate funds like TVRVX 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 11.99% over the last five years, TVRVX is an effectively diversified fund with a long reputation of solidly positive performance.
Fidelity Advisor Growth Opportunities Z (FZAHX - Free Report) is an attractive large-cap allocation. FZAHX 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. FZAHX has an expense ratio of 0.5%, management fee of 0.36%, and annual returns of 16.15% over the past five years.
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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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.
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.
American Funds Growth Fund of America R3 (RGACX): 0.93% expense ratio and 0.25% management fee. RGACX is a Large Cap Growth mutual fund, and these funds invest in many large U.S. firms that are projected to grow at a faster rate than their large-cap peers. With annual returns of 15.56% over the last five years, this fund is a winner.
Third Avenue Real Estate Value Investor (TVRVX): 1.42% expense ratio and 0.9% management fee. Sector - Real Estate funds like TVRVX 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 11.99% over the last five years, TVRVX is an effectively diversified fund with a long reputation of solidly positive performance.
Fidelity Advisor Growth Opportunities Z (FZAHX - Free Report) is an attractive large-cap allocation. FZAHX 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. FZAHX has an expense ratio of 0.5%, management fee of 0.36%, and annual returns of 16.15% over the past five years.
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.