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Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?
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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 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.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
If you are looking to diversify your portfolio, consider Fidelity Advisor Balanced Fund M (FAIGX - Free Report) . FAIGX is classified as an Allocation Balanced fund, which seeks to invest in a balance of asset types, like stocks, bonds, and cash, and including precious metals or commodities is not unusual. This fund is a winner, boasting an expense ratio of 1.06%, management fee of 0.38%, and a five-year annualized return track record of 10.83%.
Putnam Multi-Cap Growth Fund B . Expense ratio: 0.8%. Management fee: 0.5%. PNOBX is an All Cap Growth mutual fund investing in a wide variety of equities, no matter the size of the company and as long as the firm exhibits growth characteristics. This fund has managed to produce a robust 14.07% over the last five years.
T. Rowe Price Blue Chip Growth R (RRBGX - Free Report) is an attractive large-cap allocation. RRBGX 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. RRBGX has an expense ratio of 1.22%, management fee of 0.55%, and annual returns of 13.73% 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.
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Are these 3 Top-Ranked Mutual Funds In Your Retirement 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 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.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
If you are looking to diversify your portfolio, consider Fidelity Advisor Balanced Fund M (FAIGX - Free Report) . FAIGX is classified as an Allocation Balanced fund, which seeks to invest in a balance of asset types, like stocks, bonds, and cash, and including precious metals or commodities is not unusual. This fund is a winner, boasting an expense ratio of 1.06%, management fee of 0.38%, and a five-year annualized return track record of 10.83%.
Putnam Multi-Cap Growth Fund B . Expense ratio: 0.8%. Management fee: 0.5%. PNOBX is an All Cap Growth mutual fund investing in a wide variety of equities, no matter the size of the company and as long as the firm exhibits growth characteristics. This fund has managed to produce a robust 14.07% over the last five years.
T. Rowe Price Blue Chip Growth R (RRBGX - Free Report) is an attractive large-cap allocation. RRBGX 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. RRBGX has an expense ratio of 1.22%, management fee of 0.55%, and annual returns of 13.73% 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.