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Fidelity Adv Diversified Stock A (FDTOX) - free report >>
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Fidelity Adv Diversified Stock A (FDTOX) - free report >>
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Should You Add These 3 Top-Performing Mutual Funds to Your 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 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 learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Fidelity Advisor Diversified Stock A (FDTOX - Free Report) has a 0.79% expense ratio and 0.4% management fee. FDTOX is classified as a Large Cap Blend fund. More often than not, Large Cap Blend mutual funds invest in companies with a market cap of over $10 billion. Buying stakes in bigger companies offer these funds more stability, and are well-suited for investors with a "buy and hold" mindset. With yearly returns of 14.67% over the last five years, this fund clearly wins.
Janus Henderson Contrarian R (JCNRX - Free Report) : 1.46% expense ratio and 0.6% management fee. JCNRX 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. With yearly returns of 11.02% over the last five years, JCNRX is an effectively diversified fund with a long reputation of solidly positive performance.
JPMorgan Large Cap Growth R5 (JLGRX - Free Report) : 0.54% expense ratio and 0.45% management fee. JLGRX 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. With a five-year annual return of 18.29%, this fund is a well-diversified fund with a long track record of success.
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.