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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 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.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
If you are looking to diversify your portfolio, consider PRIMECAP Odyssey Growth Fund (POGRX). POGRX 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. This fund is a winner, boasting an expense ratio of 0.66%, management fee of 0.55%, and a five-year annualized return track record of 10.13%.
DFA World Ex US Value Portfolio Institutional (DFWVX - Free Report) is a stand out amongst its peers. DFWVX is a part of the Non US - Equity fund category, many of which will focus across all cap levels, and will typically allocate their investments between emerging and developed markets. With five-year annualized performance of 12.73%, expense ratio of 0.37% and management fee of 0.32%, this diversified fund is an attractive buy with a strong history of performance.
Fidelity Equity-Income Fund K (FEIKX). Expense ratio: 0.46%. Management fee: 0.44%. Five year annual return: 11.21%. FEIKX is a Large Cap Value mutual fund, which invests in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value.
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 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 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.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
If you are looking to diversify your portfolio, consider PRIMECAP Odyssey Growth Fund (POGRX). POGRX 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. This fund is a winner, boasting an expense ratio of 0.66%, management fee of 0.55%, and a five-year annualized return track record of 10.13%.
DFA World Ex US Value Portfolio Institutional (DFWVX - Free Report) is a stand out amongst its peers. DFWVX is a part of the Non US - Equity fund category, many of which will focus across all cap levels, and will typically allocate their investments between emerging and developed markets. With five-year annualized performance of 12.73%, expense ratio of 0.37% and management fee of 0.32%, this diversified fund is an attractive buy with a strong history of performance.
Fidelity Equity-Income Fund K (FEIKX). Expense ratio: 0.46%. Management fee: 0.44%. Five year annual return: 11.21%. FEIKX is a Large Cap Value mutual fund, which invests in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value.
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.