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VY T. Rowe Price Divrs MdCapGr S2 (IAXTX) - free report >>
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VY T. Rowe Price Divrs MdCapGr S2 (IAXTX) - free report >>
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Boost Your Retirement Portfolio with These 3 Top Mutual Funds - July 30, 2020
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 break down some of the mutual funds with the highest Zacks Rank and the lowest fees.
VY T. Rowe Price Diversified Mid Cap Growth S2 (IAXTX - Free Report) : 1.17% expense ratio and 0.74% management fee. IAXTX is a Mid Cap Growth mutual fund. These funds aim to target companies with a market capitalization between $2 billion and $10 billion that are also expected to exhibit more extensive growth opportunities for investors than their peers. IAXTX has achieved five-year annual returns of an astounding 11.33%.
Evercore Equity Fund (EWMCX - Free Report) . Expense ratio: 0.99%. Management fee: 0.75%. EWMCX is a part of the Large Cap Growth mutual fund category, which invest in many large U.S. companies that are expected to grow much faster compared to other large-cap stocks. This fund has managed to produce a robust 10.86% over the last five years.
Putnam Small Cap Growth C (PNSCX - Free Report) . Expense ratio: 1%. Management fee: 0.65%. Five year annual return: 10.35%. PNSCX is one of many Small Cap Growth mutual funds; these funds tend to create their portfolios around stocks with market capitalization of less than $2 billion.
These examples highlight the fact that there are some astonishingly good mutual funds out there. If your advisor has you in the good ones, bravo! If not, you may need to have a talk.
Do You Know the Top 9 Retirement Investing Mistakes?
Investing in underperforming mutual funds is just one of the key errors that can derail your retirement plans.
To learn more, read our just-released report: 9 Retirement Mistakes You Need to Avoid.