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FIDELITY GLOBAL COMMODITY STK (FFGCX) - free report >>
T. Rowe Price Dividend Growth Adv (TADGX) - free report >>
Brown Advisory Sustainable Gwth Adv (BAWAX) - free report >>
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3 Top-Performing Mutual Funds to Consider for 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 break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
If you are looking to diversify your portfolio, consider Brown Advisory Sustainable Growth Adviser (BAWAX - Free Report) . BAWAX 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. This fund is a winner, boasting an expense ratio of 1.02%, management fee of 0.55%, and a five-year annualized return track record of 15.26%.
T. Rowe Price Dividend Growth Adviser (TADGX - Free Report) : 0.9% expense ratio and 0.48% management fee. TADGX is a Large Cap Blend fund, targeting companies with market caps of over $10 billion. These funds offer investors a stability, and are perfect for people with a "buy and hold" mindset. TADGX, with annual returns of 11.62% over the last five years, is a well-diversified fund with a long track record of success.
Fidelity Global Commodity Stock Fund (FFGCX - Free Report) : 0.94% expense ratio and 0.67% management fee. FFGCX 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 a five-year annual return of 12.28%, this fund is a well-diversified fund with a long track record of success.
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.