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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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
Thornburg Investment Income Builder I (TIBIX) has a 0.89% expense ratio and 0.69% management fee. TIBIX is classified as an Allocation Balanced fund, which seeks to invest in a balance of asset types, like stocks, bonds, and cash, and including precious metals or commodities is not unusual. With yearly returns of 13.78% over the last five years, this fund clearly wins.
Fidelity Advisor Mega Cap Stock I (FTRIX - Free Report) is a stand out amongst its peers. FTRIX 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. With five-year annualized performance of 19.19%, expense ratio of 0.59% and management fee of 0.58%, this diversified fund is an attractive buy with a strong history of performance.
Janus Henderson Research S (JRASX) is an attractive large-cap allocation. JRASX 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. JRASX has an expense ratio of 1.17%, management fee of 0.53%, and annual returns of 14.69% over the past 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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3 Top-Ranked Mutual Funds for Your Retirement
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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
Thornburg Investment Income Builder I (TIBIX) has a 0.89% expense ratio and 0.69% management fee. TIBIX is classified as an Allocation Balanced fund, which seeks to invest in a balance of asset types, like stocks, bonds, and cash, and including precious metals or commodities is not unusual. With yearly returns of 13.78% over the last five years, this fund clearly wins.
Fidelity Advisor Mega Cap Stock I (FTRIX - Free Report) is a stand out amongst its peers. FTRIX 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. With five-year annualized performance of 19.19%, expense ratio of 0.59% and management fee of 0.58%, this diversified fund is an attractive buy with a strong history of performance.
Janus Henderson Research S (JRASX) is an attractive large-cap allocation. JRASX 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. JRASX has an expense ratio of 1.17%, management fee of 0.53%, and annual returns of 14.69% over the past 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.