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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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
American Funds Fundamental Investors R2 (RFNBX): 1.37% expense ratio and 0.24% management fee. RFNBX 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 annual returns of 13.79% over the last five years, this fund is a winner.
Fidelity Stock Selector Allocation Cap K (FSSKX): 0.46% expense ratio and 0.42% management fee. FSSKX 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. FSSKX, with annual returns of 12.99% over the last five years, is a well-diversified fund with a long track record of success.
MFS Blended Research Intl Eq R6 (BRXVX - Free Report) : 0.41% expense ratio and 0.35% management fee. BRXVX is a Non US - Equity fund. Many of these funds like to allocate across emerging and developed markets, and will often focus on all cap levels. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 12.65% over the last 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.
View the Zacks #1 Rank List
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3 Great Mutual Fund Picks 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 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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
American Funds Fundamental Investors R2 (RFNBX): 1.37% expense ratio and 0.24% management fee. RFNBX 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 annual returns of 13.79% over the last five years, this fund is a winner.
Fidelity Stock Selector Allocation Cap K (FSSKX): 0.46% expense ratio and 0.42% management fee. FSSKX 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. FSSKX, with annual returns of 12.99% over the last five years, is a well-diversified fund with a long track record of success.
MFS Blended Research Intl Eq R6 (BRXVX - Free Report) : 0.41% expense ratio and 0.35% management fee. BRXVX is a Non US - Equity fund. Many of these funds like to allocate across emerging and developed markets, and will often focus on all cap levels. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 12.65% over the last 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.