Back to top
See More Zacks Research for These Tickers
Normally $25 each - click below to receive one report FREE:
Fidelity Focused Stock Fund (FTQGX) - free report >>
We use cookies to understand how you use our site and to improve your experience. This includes personalizing content and advertising. To learn more, click here. By continuing to use our site, you accept our use of cookies, revised Privacy Policy and Terms of Service.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
Fidelity Focused Stock Fund (FTQGX) - free report >>
Image: Bigstock
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 way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Using the Zacks Mutual Fund Rank of over 19,000 mutual funds, we've identified three outstanding mutual funds that are ideally suited to help long-term investors pursue and achieve their retirement investing goals.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
If you are looking to diversify your portfolio, consider BlackRock Sustain Advntg LC Core A (BIRAX - Free Report) . BIRAX 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. This fund is a winner, boasting an expense ratio of 0.73%, management fee of 0.4%, and a five-year annualized return track record of 14.85%.
Fidelity Focused Stock Fund (FTQGX - Free Report) . Expense ratio: 0.51%. Management fee: 0.34%. FTQGX is a Large Cap Growth mutual fund, and these funds invest in many large U.S. firms that are projected to grow at a faster rate than their large-cap peers. This fund has managed to produce a robust 17.77% over the last five years.
T.Rowe Price Integrat US SMID Core (TQSMX - Free Report) is an attractive large-cap allocation. TQSMX is a Small Cap Blend mutual fund, and usually targets stocks with market caps of less than $2 billion, letting investors diversify their funds among other kinds of small-cap equities. TQSMX has an expense ratio of 0.87%, management fee of 0.64%, and annual returns of 10.93% 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.