Back to top
See More Zacks Research for These Tickers
Normally $25 each - click below to receive one report FREE:
Fidelity Adv Value Strategies I (FASOX) - free report >>
We use cookies to understand how you use our site and to improve your experience. This includes personalizing content and advertising. To learn more, click here. By continuing to use our site, you accept our use of cookies, revised Privacy Policy and Terms of Service.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
Fidelity Adv Value Strategies I (FASOX) - free report >>
Image: Bigstock
3 Magnificent Mutual Funds to Maximize Your Retirement Portfolio
Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds.
The easiest, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. The Zacks Mutual Fund Rank, which covers over 19,000 mutual funds, has helped us identify three outstanding options that are perfect for any long-term investors' portfolios that is retirement-focused.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Fidelity Advisor Value Strategies I (FASOX - Free Report) : 0.9% expense ratio and 0.68% management fee. FASOX is a Global - Equity mutual fund. These funds invest in large markets like the U.S., Europe, and Japan, and operate with very few geographical limitations. With annual returns of 14.83% over the last five years, this fund is a winner.
BlackRock Basic Value R (MRBVX - Free Report) is a stand out amongst its peers. MRBVX 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. With five-year annualized performance of 10.34%, expense ratio of 1.17% and management fee of 0.42%, this diversified fund is an attractive buy with a strong history of performance.
PIMCO CommoditiesPlus Strategy A (PCLAX - Free Report) : 1.18% expense ratio and 0.94% management fee. PCLAX is a Diversified Bonds investment option; these funds give investors exposure to a variety of fixed income types that span across different issuers, maturities, and credit levels. With a five-year annual return of 11.83%, 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.