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Fidelity Advisor Technology I (FATIX) - free report >>
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Fidelity Advisor Technology I (FATIX) - free report >>
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3 Top-Ranked Mutual Funds for Your Retirement
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 retirement investors' portfolios.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
Fidelity Advisor Technology I (FATIX - Free Report) : 0.72% expense ratio and 0.52% management fee. FATIX is a Sector - Tech mutual fund, allowing investors to own a stake in a notoriously volatile sector with a much more diversified approach. With annual returns of 20.52% over the last five years, this fund is a winner.
GMO U.S. Equity Allocation Fund ClIII (GMUEX - Free Report) . Expense ratio: 0.47%. Management fee: 0.46%. GMUEX 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. This fund has managed to produce a robust 11.55% over the last five years.
Janus Henderson Enterprise R (JDMRX - Free Report) is an attractive large-cap allocation. JDMRX is a Mid Cap Growth mutual fund. These funds aim to target companies with a market capitalization between $2 billion and $10 billion that are also expected to exhibit more extensive growth opportunities for investors than their peers. JDMRX has an expense ratio of 1.41%, management fee of 0.64%, and annual returns of 10.05% over the past five years.
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.