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T ROWE PRICE DIVIDEND GR FD (PRDGX) - free report >>
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T ROWE PRICE DIVIDEND GR FD (PRDGX) - free report >>
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Should You Add These 3 Top-Performing Mutual Funds to Your Portfolio?
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 retirement investors' portfolios.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
If you are looking to diversify your portfolio, consider Janus Henserson Forty Institutional (JACAX - Free Report) . JACAX 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 0.55%, management fee of 0.48%, and a five-year annualized return track record of 11.64%.
Putnam Equity Income R5 (PEQLX - Free Report) . Expense ratio: 0.65%. Management fee: 0.47%. PEQLX 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 has managed to produce a robust 10.39% over the last five years.
T. Rowe Price Dividend Growth Fund (PRDGX - Free Report) is an attractive large-cap allocation. PRDGX is classified as a Large Cap Blend fund. More often than not, Large Cap Blend mutual funds invest in companies with a market cap of over $10 billion. Buying stakes in bigger companies offer these funds more stability, and are well-suited for investors with a "buy and hold" mindset. PRDGX has an expense ratio of 0.64%, management fee of 0.48%, and annual returns of 11.8% 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.