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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.
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.
If you are looking to diversify your portfolio, consider Loomis Sayles Growth Fund Y (LSGRX - Free Report) . LSGRX 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 0.65%, management fee of 0.5%, and a five-year annualized return track record of 11.89%.
Oak Ridge Dividend Growth I (ORDNX - Free Report) : 0.97% expense ratio and 0.75% management fee. ORDNX 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. ORDNX, with annual returns of 10.1% over the last five years, is a well-diversified fund with a long track record of success.
T. Rowe Price Capital Appreciation Fund (PRWCX - Free Report) : 0.71% expense ratio and 0.58% management fee. PRWCX is an All Cap Value mutual fund, which invests in small, medium, and large-cap companies, though they end up focusing on bigger firms due to percentage of assets. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 10.37% over the last five years.
We hope that your investment advisor (if you use one) has you invested in one or all of the top-ranked mutual funds we've reviewed. But if that isn't the case, it might be time to have a conversation or reconsider this vitally important relationship.
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3 Top-Ranked Mutual Funds for Your Retirement
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.
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.
If you are looking to diversify your portfolio, consider Loomis Sayles Growth Fund Y (LSGRX - Free Report) . LSGRX 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 0.65%, management fee of 0.5%, and a five-year annualized return track record of 11.89%.
Oak Ridge Dividend Growth I (ORDNX - Free Report) : 0.97% expense ratio and 0.75% management fee. ORDNX 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. ORDNX, with annual returns of 10.1% over the last five years, is a well-diversified fund with a long track record of success.
T. Rowe Price Capital Appreciation Fund (PRWCX - Free Report) : 0.71% expense ratio and 0.58% management fee. PRWCX is an All Cap Value mutual fund, which invests in small, medium, and large-cap companies, though they end up focusing on bigger firms due to percentage of assets. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 10.37% over the last five years.
We hope that your investment advisor (if you use one) has you invested in one or all of the top-ranked mutual funds we've reviewed. But if that isn't the case, it might be time to have a conversation or reconsider this vitally important relationship.