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Hartford Dividend & Growth HLS IA (HIADX) - free report >>
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Hartford Dividend & Growth HLS IA (HIADX) - free report >>
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Are these 3 Top-Ranked Mutual Funds In 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 easiest, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. The Zacks Mutual Fund Rank, which 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 learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Fidelity Advisor Growth Opportunit (FAOFX - Free Report) : 0.01% expense ratio and 0% management fee. FAOFX 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. FAOFX has achieved five-year annual returns of an astounding 15.23%.
Hartford Dividend & Growth HLS IA (HIADX - Free Report) . Expense ratio: 0.66%. Management fee: 0.63%. HIADX 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. This fund has managed to produce a robust 9.79% over the last five years.
Neuberger Berman Guardian R3 (NGDRX - Free Report) is an attractive large-cap allocation. NGDRX is a Large Cap Value mutual fund, which invests in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. NGDRX has an expense ratio of 1.34%, management fee of 0.74%, and annual returns of 12.76% over the past five years.
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.