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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, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. The Zacks Mutual Fund Rank, which covers over 19,000 mutual funds, has helped us identify three outstanding options that are perfect for any long-term investors' portfolios that is retirement-focused.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
American Funds Growth Portfolio 529F1 (CGPFX - Free Report) : 0.18% expense ratio and 0% management fee. CGPFX 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. CGPFX has achieved five-year annual returns of an astounding 13.86%.
Fidelity Advisor Capital Development M (FDTZX): 1.17% expense ratio and 0.67% management fee. FDTZX is classified as a Large Cap Blend fund. More often than not, Large Cap Blend mutual funds invest in companies with a market cap of over $10 billion. Buying stakes in bigger companies offer these funds more stability, and are well-suited for investors with a "buy and hold" mindset. FDTZX, with annual returns of 21.51% over the last five years, is a well-diversified fund with a long track record of success.
JPMorgan Value Advantage L (JVAIX). Expense ratio: 0.62%. Management fee: 0.5%. Five year annual return: 14.92%. JVAIX 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.
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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3 Great Mutual Fund Picks for Your Retirement
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, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. The Zacks Mutual Fund Rank, which covers over 19,000 mutual funds, has helped us identify three outstanding options that are perfect for any long-term investors' portfolios that is retirement-focused.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
American Funds Growth Portfolio 529F1 (CGPFX - Free Report) : 0.18% expense ratio and 0% management fee. CGPFX 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. CGPFX has achieved five-year annual returns of an astounding 13.86%.
Fidelity Advisor Capital Development M (FDTZX): 1.17% expense ratio and 0.67% management fee. FDTZX is classified as a Large Cap Blend fund. More often than not, Large Cap Blend mutual funds invest in companies with a market cap of over $10 billion. Buying stakes in bigger companies offer these funds more stability, and are well-suited for investors with a "buy and hold" mindset. FDTZX, with annual returns of 21.51% over the last five years, is a well-diversified fund with a long track record of success.
JPMorgan Value Advantage L (JVAIX). Expense ratio: 0.62%. Management fee: 0.5%. Five year annual return: 14.92%. JVAIX 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.
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.