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Fidelity Adv Global Cap Apprec I (FEUIX) - free report >>
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Fidelity Adv Global Cap Apprec I (FEUIX) - 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 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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
Fidelity Advisor Global Cap Appreciation I (FEUIX - Free Report) : 0.88% expense ratio and 0.56% management fee. FEUIX is a Global - Equity mutual fund investing in bigger markets like the U.S., Europe, and Japan; these kinds of funds aren't limited by geography. With annual returns of 11.39% over the last five years, this fund is a winner.
PGIM QMA Large Cap Core Equity Z (PTEZX - Free Report) is a stand out amongst its peers. PTEZX 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 five-year annualized performance of 12.48%, expense ratio of 0.46% and management fee of 0.35%, this diversified fund is an attractive buy with a strong history of performance.
Westwood Large Cap Value Fund I (WHGLX - Free Report) is an attractive large-cap allocation. WHGLX is a Large Cap Value fund. These funds invest in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. WHGLX has an expense ratio of 0.64%, management fee of 0.5%, and annual returns of 8.67% 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.