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It is never too late to invest in mutual funds for retirement. As such, if you plan to invest in some of the best funds, the Zacks Mutual Fund Rank can provide you with valuable guidance.
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 take a look at some of our top-ranked mutual funds with the lowest fees.
Franklin Utilities R (FRURX): 1.05% expense ratio and 0.46% management fee. FRURX is a Sector - Utilities mutual fund, focusing on companies that provide essential services such as electric power, gas distribution, and water supply to millions of people on a daily basis. Overall, the utility industry is known for its stability and reduced volatility. With annual returns of 14.86% over the last five years, this fund is a winner.
Thornburg Investment Income Builder R4 (TIBGX) is a stand out amongst its peers. TIBGX is an Allocation Balanced mutual fund. Allocation Balanced funds look to invest across asset types, like stocks, bonds, and cash, and including precious metals or commodities is not unusual; these funds are mostly categorized by their respective asset allocation. With five-year annualized performance of 14.98%, expense ratio of 1.39% and management fee of 0.69%, this diversified fund is an attractive buy with a strong history of performance.
Fidelity Select Pharmaceuticals (FPHAX - Free Report) . Expense ratio: 0.68%. Management fee: 0.65%. Five year annual return: 13.4%. FPHAX is part of the Sector - Health category, offering investors a focus on the healthcare industry, one of the largest sectors in the American economy.
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
It is never too late to invest in mutual funds for retirement. As such, if you plan to invest in some of the best funds, the Zacks Mutual Fund Rank can provide you with valuable guidance.
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 take a look at some of our top-ranked mutual funds with the lowest fees.
Franklin Utilities R (FRURX): 1.05% expense ratio and 0.46% management fee. FRURX is a Sector - Utilities mutual fund, focusing on companies that provide essential services such as electric power, gas distribution, and water supply to millions of people on a daily basis. Overall, the utility industry is known for its stability and reduced volatility. With annual returns of 14.86% over the last five years, this fund is a winner.
Thornburg Investment Income Builder R4 (TIBGX) is a stand out amongst its peers. TIBGX is an Allocation Balanced mutual fund. Allocation Balanced funds look to invest across asset types, like stocks, bonds, and cash, and including precious metals or commodities is not unusual; these funds are mostly categorized by their respective asset allocation. With five-year annualized performance of 14.98%, expense ratio of 1.39% and management fee of 0.69%, this diversified fund is an attractive buy with a strong history of performance.
Fidelity Select Pharmaceuticals (FPHAX - Free Report) . Expense ratio: 0.68%. Management fee: 0.65%. Five year annual return: 13.4%. FPHAX is part of the Sector - Health category, offering investors a focus on the healthcare industry, one of the largest sectors in the American economy.
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.