3 Great Mutual Fund Picks for Your Retirement
Adding these three top-ranked, best-performing, and well-managed mutual funds to your retirement portfolio could maximize your returns.
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.
How can you tell a good mutual fund from a bad one? It's pretty basic: if the fund is diversified, has low fees, and shows strong performance, it's a keeper. Of course, there's a wide range, but using the Zacks Mutual Fund Rank, we've found three mutual funds that would be great additions to any long-term investors' portfolios.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
DFA Large Cap International Institutional (DFALX): 0.17% expense ratio and 0.14% management fee. DFALX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. DFALX has achieved five-year annual returns of an astounding 10.34%.
Fidelity Stock Selector Allocation Cap (FDSSX). Expense ratio: 0.53%. Management fee: 0.49%. FDSSX 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 12.18% over the last five years.
Ave Maria Value Focused (AVERX). Expense ratio: 1.03%. Management fee: 0.75%. Five year annual return: 16.33%. AVERX is a Small Cap Value mutual fund option, which typically invest in companies with market caps under $2 billion.
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.
Beyond Nvidia: AI's Second Wave Is Here
The AI revolution has already minted millionaires. But the stocks everyone knows about aren't likely to keep delivering the biggest profits. AI’s second wave is moving from infrastructure to implementation and these companies are at the forefront of this transition, positioned to become what Amazon and Google were to the internet era.
See Stocks Now >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Get Your Free (AVERX): Fund Analysis Report
This article originally published on Zacks Investment Research (zacks.com).