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Fidelity Select Pharmaceuticals (FPHAX) - free report >>
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Fidelity Select Pharmaceuticals (FPHAX) - free report >>
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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.
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 break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
Eaton Vance Atlanta Cap Focus Growth I (EILGX - Free Report) has a 0.78% expense ratio and 0.65% management fee. EILGX 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 14.26% over the last five years, this fund clearly wins.
Fidelity Select Pharmaceuticals (FPHAX - Free Report) : 0.75% expense ratio and 0.52% management fee. FPHAX is classified as a Sector - Health fund. Healthcare is one of the biggest sectors of the American economy, and these kinds of mutual funds provide a great opportunity to invest in this industry. FPHAX, with annual returns of 9.97% 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 a Large Cap Blend fund, targeting companies with market caps of over $10 billion. These funds offer investors a stability, and are perfect for people with a "buy and hold" mindset. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 10.66% over the last five years.
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.