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Hartford Dividend & Growth R3 (HDGRX) - free report >>
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Hartford Dividend & Growth R3 (HDGRX) - 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.
How can you tell a good mutual fund from a bad one? It's pretty basic: if the fund is diversified, has low fees, and shows strong performance, it's a keeper. Of course, there's a wide range, but using the Zacks Mutual Fund Rank, we've found three mutual funds that would be great additions to any long-term retirement investors' portfolios.
Let's break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
Hartford Dividend & Growth R3 (HDGRX - Free Report) : 1.32% expense ratio and 0.6% management fee. HDGRX is classified as a Large Cap Blend fund. More often than not, Large Cap Blend mutual funds invest in companies with a market cap of over $10 billion. Buying stakes in bigger companies offer these funds more stability, and are well-suited for investors with a "buy and hold" mindset. HDGRX has achieved five-year annual returns of an astounding 10.32%.
Thrivent Small Cap Stock S (TSCSX - Free Report) : 0.8% expense ratio and 0.65% management fee. TSCSX is a Small Cap Blend mutual fund, and usually targets stocks with market caps of less than $2 billion, letting investors diversify their funds among other kinds of small-cap equities. With yearly returns of 11.84% over the last five years, TSCSX is an effectively diversified fund with a long reputation of solidly positive performance.
JPMorgan Intrepid Growth Fund R2 (JIGZX - Free Report) : 1.09% expense ratio and 0.3% management fee. JIGZX is a part of the Large Cap Growth mutual fund category, which invest in many large U.S. companies that are expected to grow much faster compared to other large-cap stocks. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 11.7% over the last 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.