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DODGE & COX STOCK FUND (DODGX) - free report >>
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DODGE & COX STOCK FUND (DODGX) - free report >>
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Make the Most of Your Retirement with These Top-Ranked Mutual Funds
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 learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Dodge & Cox Stock Fund (DODGX - Free Report) has a 0.51% expense ratio and 0.5% management fee. DODGX is a part of the Large Cap Value category, and invests in equities with a market capitalization of $10 billion or more, but whose share prices do not reflect their intrinsic value. With yearly returns of 10.09% over the last five years, this fund clearly wins.
Nuveen Winslow Large-Cap Growth I (NVLIX - Free Report) : 0.66% expense ratio and 0.64% management fee. NVLIX 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. NVLIX, with annual returns of 13.11% over the last five years, is a well-diversified fund with a long track record of success.
Principal Capital Appreciation R5 (PCAQX - Free Report) : 0.7% expense ratio and 0.44% management fee. PCAQX 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. With a five-year annual return of 12.46%, this fund is a well-diversified fund with a long track record of success.
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.