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Principal Capital Appreciation R5 (PCAQX) - free report >>
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Principal Capital Appreciation R5 (PCAQX) - free report >>
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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.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
Calvert Equity Portfolio I (CEYIX - Free Report) : 0.65% expense ratio and 0.55% management fee. CEYIX 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. With annual returns of 13.14% over the last five years, this fund is a winner.
Neuberger Berman Guardian Investor (NGUAX - Free Report) is a stand out amongst its peers. NGUAX is a Large Cap Value mutual fund, which invests in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. With five-year annualized performance of 11.29%, expense ratio of 0.83% and management fee of 0.74%, this diversified fund is an attractive buy with a strong history of performance.
Principal Capital Appreciation R5 (PCAQX - Free Report) : 0.7% expense ratio and 0.46% management fee. PCAQX 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. With a five-year annual return of 10.23%, 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.