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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 learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Allspring Special LargeCap Value I (EIVIX - Free Report) : 0.56% expense ratio and 0.4% management fee. EIVIX is categorized as an All Cap Value fund, and like the name suggests, invests across the cap spectrum in small-cap, mid-cap, and large-cap companies. With annual returns of 11.01% over the last five years, this fund is a winner.
Fidelity Mega Cap Stock (FGRTX): 0.58% expense ratio and 0.57% management fee. FGRTX 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. FGRTX, with annual returns of 16.32% over the last five years, is a well-diversified fund with a long track record of success.
Thornburg Investment Inc Builder R6 (TIBOX): 0.8% expense ratio and 0.69% management fee. TIBOX 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. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 14.51% over the last five years.
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 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 learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Allspring Special LargeCap Value I (EIVIX - Free Report) : 0.56% expense ratio and 0.4% management fee. EIVIX is categorized as an All Cap Value fund, and like the name suggests, invests across the cap spectrum in small-cap, mid-cap, and large-cap companies. With annual returns of 11.01% over the last five years, this fund is a winner.
Fidelity Mega Cap Stock (FGRTX): 0.58% expense ratio and 0.57% management fee. FGRTX 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. FGRTX, with annual returns of 16.32% over the last five years, is a well-diversified fund with a long track record of success.
Thornburg Investment Inc Builder R6 (TIBOX): 0.8% expense ratio and 0.69% management fee. TIBOX 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. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 14.51% over the last five years.
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.