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Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?
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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 break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
Franklin Utilities C (FRUSX): 1.21% expense ratio and 0.46% management fee. Sector - Utilities funds like FRUSX focus their investments on firms that provide essential daily services to millions of people like electric power, gas distribution, and water supply. FRUSX has achieved five-year annual returns of an astounding 10.3%.
American Funds Fundamentl Investors F2 (FINFX - Free Report) : 0.38% expense ratio and 0.24% management fee. FINFX 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. With yearly returns of 14.08% over the last five years, FINFX is an effectively diversified fund with a long reputation of solidly positive performance.
FullerThaler Behav SmCap Grow A (FTXAX) is an attractive large-cap allocation. FTXAX is a Small Cap Growth mutual fund and tends to feature small companies in up-and-coming industries and markets. FTXAX has an expense ratio of 1.32%, management fee of 0.85%, and annual returns of 12.72% over the past 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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Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?
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 break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
Franklin Utilities C (FRUSX): 1.21% expense ratio and 0.46% management fee. Sector - Utilities funds like FRUSX focus their investments on firms that provide essential daily services to millions of people like electric power, gas distribution, and water supply. FRUSX has achieved five-year annual returns of an astounding 10.3%.
American Funds Fundamentl Investors F2 (FINFX - Free Report) : 0.38% expense ratio and 0.24% management fee. FINFX 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. With yearly returns of 14.08% over the last five years, FINFX is an effectively diversified fund with a long reputation of solidly positive performance.
FullerThaler Behav SmCap Grow A (FTXAX) is an attractive large-cap allocation. FTXAX is a Small Cap Growth mutual fund and tends to feature small companies in up-and-coming industries and markets. FTXAX has an expense ratio of 1.32%, management fee of 0.85%, and annual returns of 12.72% over the past 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.