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T. Rowe Price Dividend Growth I (PDGIX) - free report >>
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T. Rowe Price Dividend Growth I (PDGIX) - free report >>
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3 Magnificent Mutual Funds to Maximize Your Retirement 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, 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 break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
Fidelity Advisor Series Equity Growth (FMFMX - Free Report) has a 0.01% expense ratio and 0% management fee. FMFMX is a Large Cap Growth option; these mutual funds purchase stakes in numerous large U.S. companies that are expected to develop and grow at a faster rate than other large-cap stocks. With yearly returns of 12.8% over the last five years, this fund clearly wins.
Janus Henderson Global Technology Institutional (JGLTX - Free Report) : 0.72% expense ratio and 0.64% management fee. JGLTX is a Sector - Tech mutual fund, allowing investors to own a stake in a notoriously volatile sector with a much more diversified approach. JGLTX, with annual returns of 11.21% over the last five years, is a well-diversified fund with a long track record of success.
T. Rowe Price Dividend Growth I (PDGIX - Free Report) : 0.5% expense ratio and 0.48% management fee. PDGIX 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 a five-year annual return of 10.66%, this fund is a well-diversified fund with a long track record of success.
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.