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DELAWARE IVY LARGE CAP GR A (WLGAX) - free report >>
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DELAWARE IVY LARGE CAP GR A (WLGAX) - free report >>
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3 Top-Performing Mutual Funds to Consider for 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 learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
If you are looking to diversify your portfolio, consider T.Rowe Price Integrated Glb Eq (TQGEX - Free Report) . TQGEX 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. This fund is a winner, boasting an expense ratio of 0.74%, management fee of 0.54%, and a five-year annualized return track record of 11.09%.
Ivy Large Cap Growth A (WLGAX - Free Report) : 0.89% expense ratio and 0.61% management fee. WLGAX 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 yearly returns of 17.26% over the last five years, WLGAX is an effectively diversified fund with a long reputation of solidly positive performance.
MFS Union Standard Equity Fund I (MUSEX - Free Report) is an attractive large-cap allocation. MUSEX 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. MUSEX has an expense ratio of 0.49%, management fee of 0.4%, and annual returns of 14.28% 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.