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Pioneer Fundamental Growth R (PFGRX) - free report >>
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Pioneer Fundamental Growth R (PFGRX) - free report >>
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3 Magnificent Mutual Funds to Maximize Your Retirement Portfolio
It is never too late to invest in mutual funds for retirement. As such, if you plan to invest in some of the best funds, the Zacks Mutual Fund Rank can provide you with valuable guidance.
The best way to shortlist great mutual funds is to ensure solid performance, diversification, and low fees. Some are better than others, but utilizing the Zacks Mutual Fund Rank, we have identified three mutual funds that could be solid additions to one's retirement portfolio.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
Baird Midcap Institutional (BMDIX - Free Report) : 0.81% expense ratio and 0.75% management fee. BMDIX 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. BMDIX has achieved five-year annual returns of an astounding 10.2%.
Pioneer Fundamental Growth R (PFGRX - Free Report) : 1.4% expense ratio and 0.61% management fee. PFGRX 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. PFGRX, with annual returns of 12.13% over the last five years, is a well-diversified fund with a long track record of success.
TIAA-CREF Socl Choice Equity Institutional (TISCX - Free Report) . Expense ratio: 0.17%. Management fee: 0.15%. Five year annual return: 9.89%. TISCX 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.