Make the Most of Your Retirement with These Top-Ranked Mutual Funds
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 best way to shortlist great mutual funds is to ensure solid performance, diversification, and low fees. Some are better than others, but utilizing the Zacks Mutual Fund Rank, we have identified three mutual funds that could be solid additions to one's retirement portfolio.
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
Fuller & Thayler Behavioral Small Cap Investor
(FTHNX). FTHNX 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. This fund is a winner, boasting an expense ratio of 1.06%, management fee of 0.6%, and a five-year annualized return track record of 16.07%.Goldman Sachs US Equity Dividend & Premier A
(GSPAX): 1.02% expense ratio and 0.7% management fee. GSPAX is a Large Cap Value fund. These funds invest in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. With yearly returns of 12.64% over the last five years, GSPAX is an effectively diversified fund with a long reputation of solidly positive performance.JPMorgan Disciplined Equity I
(JDESX). Expense ratio: 0.35%. Management fee: 0.25%. Five year annual return: 17.4%. JDESX 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.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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