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Make the Most of Your Retirement with These Top-Ranked Mutual Funds
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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 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.
VY T. Rowe Price Diversified Mid Cap Growth Service Class (IAXSX) has a 1.05% expense ratio and 0.74% management fee. IAXSX is a Mid Cap Growth mutual fund. These mutual funds choose companies with a stock market valuation between $2 billion and $10 billion. With yearly returns of 8.52% over the last five years, this fund clearly wins.
Fidelity Advisor Mega Cap Stock M (FTGRX - Free Report) . Expense ratio: 1.11%. Management fee: 0.6%. FTGRX 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. This fund has managed to produce a robust 18.58% over the last five years.
Vanguard US Multifactor Admiral (VFMFX): 0.18% expense ratio and 0.11% management fee. VFMFX is a Mid Cap Blend mutual fund, and usually features a portfolio with stocks of various styles and sizes, allowing for diversification within a strategy that focuses on mid cap companies. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 15.12% over the last five years.
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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Make the Most of Your Retirement with These Top-Ranked Mutual Funds
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 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.
VY T. Rowe Price Diversified Mid Cap Growth Service Class (IAXSX) has a 1.05% expense ratio and 0.74% management fee. IAXSX is a Mid Cap Growth mutual fund. These mutual funds choose companies with a stock market valuation between $2 billion and $10 billion. With yearly returns of 8.52% over the last five years, this fund clearly wins.
Fidelity Advisor Mega Cap Stock M (FTGRX - Free Report) . Expense ratio: 1.11%. Management fee: 0.6%. FTGRX 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. This fund has managed to produce a robust 18.58% over the last five years.
Vanguard US Multifactor Admiral (VFMFX): 0.18% expense ratio and 0.11% management fee. VFMFX is a Mid Cap Blend mutual fund, and usually features a portfolio with stocks of various styles and sizes, allowing for diversification within a strategy that focuses on mid cap companies. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 15.12% over the last five years.
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.