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DODGE & COX GLOBAL STOCK FD I (DODWX) - free report >>
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DODGE & COX GLOBAL STOCK FD I (DODWX) - free report >>
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Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?
Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds.
The easiest way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Using the Zacks Mutual Fund Rank of over 19,000 mutual funds, we've identified three outstanding mutual funds that are ideally suited to help long-term investors pursue and achieve their retirement investing goals.
Let's break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
Dodge & Cox Global Stock Fund (DODWX - Free Report) : 0.62% expense ratio and 0.6% management fee. DODWX is a Global - Equity mutual fund. These funds invest in large markets like the U.S., Europe, and Japan, and operate with very few geographical limitations. With annual returns of 12.42% over the last five years, this fund is a winner.
Dreyfus Fund (DREVX - Free Report) is a stand out amongst its peers. DREVX 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. With five-year annualized performance of 17.38%, expense ratio of 0.7% and management fee of 0.65%, this diversified fund is an attractive buy with a strong history of performance.
PGIM QMA Large Cap Core Equity A (PTMAX - Free Report) is an attractive large-cap allocation. PTMAX 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. PTMAX has an expense ratio of 0.72%, management fee of 0.35%, and annual returns of 14.31% over the past five years.
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.