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Delaware Ivy Mid Cap Growth R6 (IGRFX) - free report >>
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Delaware Ivy Mid Cap Growth R6 (IGRFX) - free report >>
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Should You Add These 3 Top-Performing Mutual Funds to Your 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 best way to shortlist great mutual funds is to ensure solid performance, diversification, and low fees. Some are better than others, but utilizing the Zacks Mutual Fund Rank, we have identified three mutual funds that could be solid additions to one's retirement portfolio.
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 Pioneer Fundamental Growth Y (FUNYX - Free Report) . FUNYX 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 0.76%, management fee of 0.61%, and a five-year annualized return track record of 10.17%.
Ivy Mid Cap Growth N (IGRFX - Free Report) : 0.79% expense ratio and 0.77% management fee. IGRFX is a Mid Cap Growth mutual fund. These funds aim to target companies with a market capitalization between $2 billion and $10 billion that are also expected to exhibit more extensive growth opportunities for investors than their peers. With yearly returns of 11.22% over the last five years, IGRFX is an effectively diversified fund with a long reputation of solidly positive performance.
Neuberger Berman Small Cap Growth Adviser (NBMVX - Free Report) : 1.4% expense ratio and 1.23% management fee. NBMVX is one of many Small Cap Growth mutual funds; these funds tend to create their portfolios around stocks with market capitalization of less than $2 billion. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 10.28% over the last 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.