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Fidelity Puritan (FPURX) - free report >>
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Fidelity Puritan (FPURX) - free report >>
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Are these 3 Top-Ranked Mutual Funds In 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 easiest, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. The Zacks Mutual Fund Rank, which covers over 19,000 mutual funds, has helped us identify three outstanding options that are perfect for any long-term investors' portfolios that is retirement-focused.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
AMG Managers Fairpointe Mid Cap I (ABMIX - Free Report) has a 0.8% expense ratio and 0.56% management fee. ABMIX is a Mid Cap Blend mutual fund, and usually features a portfolio with stocks of various styles and sizes, allowing for diversification within a strategy that focuses on mid cap companies. With yearly returns of 11.36% over the last five years, this fund clearly wins.
Fidelity Puritan Fund (FPURX - Free Report) : 0.49% expense ratio and 0.38% management fee. FPURX is a part of the Allocation Balanced fund category; these funds like to invest in a variety of asset types, finding a balance between stocks, bonds, cash, and sometimes even precious metals and commodities; they are mostly categorized by their respective asset allocation. With yearly returns of 11.92% over the last five years, FPURX is an effectively diversified fund with a long reputation of solidly positive performance.
Deutsche Science and Technology Institutional (KTCIX - Free Report) . Expense ratio: 0.7%. Management fee: 0.46%. Five year annual return: 21.28%. KTCIX is a Sector - Tech mutual fund, allowing investors to own a stake in a notoriously volatile sector with a much more diversified approach.
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.