3 Magnificent Mutual Funds to Maximize Your Retirement Portfolio

11.12.24 14:00 Uhr

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 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 MFS Blended Research Value Equit R6 (BRUNX). BRUNX 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. This fund is a winner, boasting an expense ratio of 0.42%, management fee of 0.4%, and a five-year annualized return track record of 11.35%.Fidelity Blue Chip Growth Fund (FBGRX). Expense ratio: 0.49%. Management fee: 0.47%. FBGRX 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 has managed to produce a robust 21.84% over the last five years.Goldman Sachs US Equity Insights A (GSSQX) is an attractive large-cap allocation. GSSQX is a Large Cap Blend fund, targeting companies with market caps of over $10 billion. These funds offer investors a stability, and are perfect for people with a "buy and hold" mindset. GSSQX has an expense ratio of 0.92%, management fee of 0.52%, and annual returns of 14.35% over the past five years.There you have it. If your financial advisor had you put your money into any of our top-ranked funds, then they've got you covered. If not, you may need to talk.Only $1 to See All Zacks' Buys and SellsWe're not kidding.Several years ago, we shocked our members by offering them 30-day access to all our picks for the total sum of only $1. No obligation to spend another cent.Thousands have taken advantage of this opportunity. Thousands did not - they thought there must be a catch. Yes, we do have a reason. We want you to get acquainted with our portfolio services like Surprise Trader, Stocks Under $10, Technology Innovators,and more, that closed 228 positions with double- and triple-digit gains in 2023 alone.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 (BRUNX): Fund Analysis Report Get Your Free (GSSQX): Fund Analysis Report Get Your Free (FBGRX): Fund Analysis ReportTo read this article on Zacks.com click here.Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks

Quelle: Zacks

Nachrichten zu Mutual Corp

Wer­bung