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3 Top-Performing Mutual Funds to Consider for Your Retirement Portfolio
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There is never a wrong time to invest in mutual funds for retirement. So, if you're still looking for the best mutual funds, the Zacks Mutual Fund Rank can be a great guide.
How can you tell a good mutual fund from a bad one? It's pretty basic: if the fund is diversified, has low fees, and shows strong performance, it's a keeper. Of course, there's a wide range, but using the Zacks Mutual Fund Rank, we've found three mutual funds that would be great additions to any long-term investors' portfolios.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
FullerThaler Behav SmCap Grow Inv (FTXNX): 1.28% expense ratio and 0.85% management fee. FTXNX is one of many Small Cap Growth mutual funds; these funds tend to create their portfolios around stocks with market capitalization of less than $2 billion. With annual returns of 15.66% over the last five years, this fund is a winner.
American Funds Mutual Fund 529F2 (FFMMX - Free Report) : 0.36% expense ratio and 0.23% management fee. FFMMX 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. FFMMX, with annual returns of 11.05% over the last five years, is a well-diversified fund with a long track record of success.
Federated Hermes MDT Sm Cap Core R6 (QLSCX) is an attractive large-cap allocation. QLSCX is a Small Cap Blend mutual fund, allowing investors a way to diversify their funds among various types of small-cap stocks. QLSCX has an expense ratio of 0.87%, management fee of 0.75%, and annual returns of 10.12% over the past five years.
There you have it. If your financial advisor had you put your money into any of our top-ranked funds, then they've got you covered. If not, you may need to talk.
View the Zacks #1 Rank List
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3 Top-Performing Mutual Funds to Consider for Your Retirement Portfolio
There is never a wrong time to invest in mutual funds for retirement. So, if you're still looking for the best mutual funds, the Zacks Mutual Fund Rank can be a great guide.
How can you tell a good mutual fund from a bad one? It's pretty basic: if the fund is diversified, has low fees, and shows strong performance, it's a keeper. Of course, there's a wide range, but using the Zacks Mutual Fund Rank, we've found three mutual funds that would be great additions to any long-term investors' portfolios.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
FullerThaler Behav SmCap Grow Inv (FTXNX): 1.28% expense ratio and 0.85% management fee. FTXNX is one of many Small Cap Growth mutual funds; these funds tend to create their portfolios around stocks with market capitalization of less than $2 billion. With annual returns of 15.66% over the last five years, this fund is a winner.
American Funds Mutual Fund 529F2 (FFMMX - Free Report) : 0.36% expense ratio and 0.23% management fee. FFMMX 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. FFMMX, with annual returns of 11.05% over the last five years, is a well-diversified fund with a long track record of success.
Federated Hermes MDT Sm Cap Core R6 (QLSCX) is an attractive large-cap allocation. QLSCX is a Small Cap Blend mutual fund, allowing investors a way to diversify their funds among various types of small-cap stocks. QLSCX has an expense ratio of 0.87%, management fee of 0.75%, and annual returns of 10.12% over the past five years.
There you have it. If your financial advisor had you put your money into any of our top-ranked funds, then they've got you covered. If not, you may need to talk.