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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 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.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
Goldman Sachs Capital Growth R (GSPRX): 1.25% expense ratio and 0.69% management fee. GSPRX 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. With annual returns of 10.74% over the last five years, this fund is a winner.
Fidelity Advisor Diversified Stock A (FDTOX - Free Report) is a stand out amongst its peers. FDTOX 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 five-year annualized performance of 12.31%, expense ratio of 0.76% and management fee of 0.5%, this diversified fund is an attractive buy with a strong history of performance.
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. With a five-year annual return of 15.35%, this fund is a well-diversified fund with a long track record of success.
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.
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 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.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
Goldman Sachs Capital Growth R (GSPRX): 1.25% expense ratio and 0.69% management fee. GSPRX 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. With annual returns of 10.74% over the last five years, this fund is a winner.
Fidelity Advisor Diversified Stock A (FDTOX - Free Report) is a stand out amongst its peers. FDTOX 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 five-year annualized performance of 12.31%, expense ratio of 0.76% and management fee of 0.5%, this diversified fund is an attractive buy with a strong history of performance.
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. With a five-year annual return of 15.35%, this fund is a well-diversified fund with a long track record of success.
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.