3 Top-Performing Mutual Funds to Consider for Your Retirement Portfolio
Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds.
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.
(FAGCX) has a 0.49% expense ratio and 0.29% management fee. FAGCX is part of the Large Cap Blend section, and these mutual funds most often invest in firms with a market capitalization of $10 billion or more. By investing in bigger companies, these funds offer more stability, and are often well-suited for investors with a “buy and hold” mindset. With yearly returns of 20.35% over the last five years, this fund clearly wins.
(KTCSX): 0.68% expense ratio and 0.46% management fee. KTCSX is a Sector – Tech mutual fund, allowing investors to own a stake in a notoriously volatile sector with a much more diversified approach. KTCSX, with annual returns of 21.59% over the last five years, is a well-diversified fund with a long track record of success.
(VEVIX) is an attractive large-cap allocation. VEVIX is a Mid Cap Value fund, which usually invests in companies with a stock market valuation between $2 billion and $10 billion. VEVIX has an expense ratio of 0.58%, management fee of 0.45%, and annual returns of 13.18% 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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