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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 best way to shortlist great mutual funds is to ensure solid performance, diversification, and low fees. Some are better than others, but utilizing the Zacks Mutual Fund Rank, we have identified three mutual funds that could be solid additions to one's retirement portfolio.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
Fidelity Fund : 0.46% expense ratio and 0.32% management fee. FFIDX 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. FFIDX has achieved five-year annual returns of an astounding 11.73%.
Janus Henderson Research A (JRAAX - Free Report) : 0.81% expense ratio and 0.5% management fee. JRAAX is a part of the Large Cap Growth mutual fund category, which invest in many large U.S. companies that are expected to grow much faster compared to other large-cap stocks. JRAAX, with annual returns of 10.98% over the last five years, is a well-diversified fund with a long track record of success.
Vanguard Windsor-II Admiral (VWNAX - Free Report) : 0.26% expense ratio and 0.25% management fee. VWNAX 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. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 10.07% over the last five years.
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.
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3 Great Mutual Fund Picks 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.
The best way to shortlist great mutual funds is to ensure solid performance, diversification, and low fees. Some are better than others, but utilizing the Zacks Mutual Fund Rank, we have identified three mutual funds that could be solid additions to one's retirement portfolio.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
Fidelity Fund : 0.46% expense ratio and 0.32% management fee. FFIDX 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. FFIDX has achieved five-year annual returns of an astounding 11.73%.
Janus Henderson Research A (JRAAX - Free Report) : 0.81% expense ratio and 0.5% management fee. JRAAX is a part of the Large Cap Growth mutual fund category, which invest in many large U.S. companies that are expected to grow much faster compared to other large-cap stocks. JRAAX, with annual returns of 10.98% over the last five years, is a well-diversified fund with a long track record of success.
Vanguard Windsor-II Admiral (VWNAX - Free Report) : 0.26% expense ratio and 0.25% management fee. VWNAX 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. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 10.07% over the last five years.
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.