The funds in our "Magnificent Retirement Mutual Funds" list are among the best managed and best performing mutual funds available. If you are just finding out about our Top-Ranked Funds list, we welcome you!
The easiest, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Our Zacks Rank 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 take a look at some of the highest Zacks Ranked mutual funds with the lowest fees.
If you are looking to diversify your portfolio, consider AB Large Cap Growth Adviser (APGYX). APGYX is a Large Cap Growth option; these mutual funds purchase stakes in numerous large U.S. companies that are expected to develop and grow at a faster rate than other large-cap stocks. This fund is a winner, boasting an expense ratio of 0.6%, management fee of 0.51%, and a five-year annualized return track record of 16.3%.
JPMorgan Small Cap Growth Fund R2 (JSGZX). Expense ratio: 1.49%. Management fee: 0.65%. JSGZX is a Small Cap Growth mutual fund building their portfolio around stocks with market caps under $2 billion and large growth opportunities. This fund has managed to produce a robust 13.59% over the last five years.
Fidelity Advisor Diversified Stock I (FDTIX). Expense ratio: 0.61%. Management fee: 0.41%. Five year annual return: 10.47%. FDTIX 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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