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3 Top-Performing Mutual Funds to Consider for 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 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 break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
If you are looking to diversify your portfolio, consider Fidelity Convertible Securities (FCVSX - Free Report) . FCVSX is a Convertible Bonds fund, which are unique investment opportunities because they have both fixed income and equity components, making them hybrid securities. This fund is a winner, boasting an expense ratio of 0.73%, management fee of 0.51%, and a five-year annualized return track record of 10.69%.
MFS Mass Investors Growth Stock B (MIGBX - Free Report) . Expense ratio: 1.46%. Management fee: 0.33%. MIGBX 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 10.72% over the last five years.
T. Rowe Price New Horizons (PRNHX - Free Report) is an attractive large-cap allocation. PRNHX is a Small Cap Growth mutual fund building their portfolio around stocks with market caps under $2 billion and large growth opportunities. PRNHX has an expense ratio of 0.8%, management fee of 0.63%, and annual returns of 10.21% over the past five years.
These examples highlight the fact that there are some astonishingly good mutual funds out there. If your advisor has you in the good ones, bravo! If not, you may need to have a talk.
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3 Top-Performing Mutual Funds to Consider for 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 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 break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
If you are looking to diversify your portfolio, consider Fidelity Convertible Securities (FCVSX - Free Report) . FCVSX is a Convertible Bonds fund, which are unique investment opportunities because they have both fixed income and equity components, making them hybrid securities. This fund is a winner, boasting an expense ratio of 0.73%, management fee of 0.51%, and a five-year annualized return track record of 10.69%.
MFS Mass Investors Growth Stock B (MIGBX - Free Report) . Expense ratio: 1.46%. Management fee: 0.33%. MIGBX 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 10.72% over the last five years.
T. Rowe Price New Horizons (PRNHX - Free Report) is an attractive large-cap allocation. PRNHX is a Small Cap Growth mutual fund building their portfolio around stocks with market caps under $2 billion and large growth opportunities. PRNHX has an expense ratio of 0.8%, management fee of 0.63%, and annual returns of 10.21% over the past five years.
These examples highlight the fact that there are some astonishingly good mutual funds out there. If your advisor has you in the good ones, bravo! If not, you may need to have a talk.