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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 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 learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Virtus Zevenbergen Technology Inst (DRGTX - Free Report) : 1.16% expense ratio and 0.9% management fee. DRGTX is a Sector - Tech mutual fund, allowing investors to own a stake in a notoriously volatile sector with a much more diversified approach. With annual returns of 14.4% over the last five years, this fund is a winner.
American Funds Fundamental Investors R6 (RFNGX): 0.27% expense ratio and 0.24% management fee. RFNGX 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. RFNGX, with annual returns of 15.6% over the last five years, is a well-diversified fund with a long track record of success.
Franklin Utilities R6 (FUFRX): 0.5% expense ratio and 0.46% management fee. FUFRX is a Sector - Utilities fund, and these types of mutual funds are known for their stability; they focus on companies that provide essential services to millions of people on a daily basis like electric power, gas distribution, and water supply. With a five-year annual return of 12.25%, this fund is a well-diversified fund with a long track record of success.
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 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 learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Virtus Zevenbergen Technology Inst (DRGTX - Free Report) : 1.16% expense ratio and 0.9% management fee. DRGTX is a Sector - Tech mutual fund, allowing investors to own a stake in a notoriously volatile sector with a much more diversified approach. With annual returns of 14.4% over the last five years, this fund is a winner.
American Funds Fundamental Investors R6 (RFNGX): 0.27% expense ratio and 0.24% management fee. RFNGX 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. RFNGX, with annual returns of 15.6% over the last five years, is a well-diversified fund with a long track record of success.
Franklin Utilities R6 (FUFRX): 0.5% expense ratio and 0.46% management fee. FUFRX is a Sector - Utilities fund, and these types of mutual funds are known for their stability; they focus on companies that provide essential services to millions of people on a daily basis like electric power, gas distribution, and water supply. With a five-year annual return of 12.25%, this fund is a well-diversified fund with a long track record of success.
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.