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3 Top-Performing Mutual Funds to Consider for 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.
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 take a look at some of our top-ranked mutual funds with the lowest fees.
American Funds Growth Fund of America R4 (RGAEX): 0.64% expense ratio and 0.25% management fee. RGAEX is a part of the Large Cap Growth mutual fund category, which invest in many large U.S. companies that are expected to grow much faster compared to other large-cap stocks. RGAEX has achieved five-year annual returns of an astounding 11.3%.
Fidelity Advisor Growth Opportunities A (FAGAX - Free Report) : 1.05% expense ratio and 0.69% management fee. FAGAX 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. FAGAX, with annual returns of 12% over the last five years, is a well-diversified fund with a long track record of success.
Franklin Templeton SMACS (FQTEX) is an attractive large-cap allocation. FQTEX is a part of the Large Cap Value category, and invests in equities with a market capitalization of $10 billion or more, but whose share prices do not reflect their intrinsic value. FQTEX has an expense ratio of 0.05%, management fee of 0%, and annual returns of 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.
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3 Top-Performing Mutual Funds to Consider for 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.
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 take a look at some of our top-ranked mutual funds with the lowest fees.
American Funds Growth Fund of America R4 (RGAEX): 0.64% expense ratio and 0.25% management fee. RGAEX is a part of the Large Cap Growth mutual fund category, which invest in many large U.S. companies that are expected to grow much faster compared to other large-cap stocks. RGAEX has achieved five-year annual returns of an astounding 11.3%.
Fidelity Advisor Growth Opportunities A (FAGAX - Free Report) : 1.05% expense ratio and 0.69% management fee. FAGAX 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. FAGAX, with annual returns of 12% over the last five years, is a well-diversified fund with a long track record of success.
Franklin Templeton SMACS (FQTEX) is an attractive large-cap allocation. FQTEX is a part of the Large Cap Value category, and invests in equities with a market capitalization of $10 billion or more, but whose share prices do not reflect their intrinsic value. FQTEX has an expense ratio of 0.05%, management fee of 0%, and annual returns of 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.