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Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?
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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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
If you are looking to diversify your portfolio, consider Goldman Sachs Large Cap Growth Insights A (GLCGX - Free Report) . GLCGX 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. This fund is a winner, boasting an expense ratio of 0.92%, management fee of 0.5%, and a five-year annualized return track record of 13.31%.
Davenport Small Cap Focus Fund (DSCPX - Free Report) : 0.88% expense ratio and 0.75% management fee. DSCPX is a Small Cap Blend mutual fund that usually targets companies with a market capitalization of less than $2 billion. DSCPX, with annual returns of 11.42% over the last five years, is a well-diversified fund with a long track record of success.
TIAA-CREF SocialChoice LwCrbnEq Ret (TLWCX - Free Report) is an attractive large-cap allocation. TLWCX 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. TLWCX has an expense ratio of 0.57%, management fee of 0.25%, and annual returns of 11.72% 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.
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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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
If you are looking to diversify your portfolio, consider Goldman Sachs Large Cap Growth Insights A (GLCGX - Free Report) . GLCGX 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. This fund is a winner, boasting an expense ratio of 0.92%, management fee of 0.5%, and a five-year annualized return track record of 13.31%.
Davenport Small Cap Focus Fund (DSCPX - Free Report) : 0.88% expense ratio and 0.75% management fee. DSCPX is a Small Cap Blend mutual fund that usually targets companies with a market capitalization of less than $2 billion. DSCPX, with annual returns of 11.42% over the last five years, is a well-diversified fund with a long track record of success.
TIAA-CREF SocialChoice LwCrbnEq Ret (TLWCX - Free Report) is an attractive large-cap allocation. TLWCX 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. TLWCX has an expense ratio of 0.57%, management fee of 0.25%, and annual returns of 11.72% 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.