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Fidelity OTC Portfolio K (FOCKX) - free report >>
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Fidelity OTC Portfolio K (FOCKX) - free report >>
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Should You Add These 3 Top-Performing Mutual Funds to Your 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.
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.
Fidelity OTC Portfolio K (FOCKX - Free Report) : 0.69% expense ratio and 0.64% management fee. FOCKX 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. FOCKX has achieved five-year annual returns of an astounding 14.13%.
Deutsche Science and Technology S (KTCSX - Free Report) : 0.73% expense ratio and 0.45% management fee. KTCSX is a Sector - Tech mutual fund, allowing investors to own a stake in a notoriously volatile sector with a much more diversified approach. With yearly returns of 14.57% over the last five years, KTCSX is an effectively diversified fund with a long reputation of solidly positive performance.
State Street Institutional US Equity Investor (SUSIX - Free Report) : 0.4% expense ratio and 0.37% management fee. SUSIX 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 a five-year annual return of 11.98%, this fund is a well-diversified fund with a long track record of success.
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.