Back to top
See More Zacks Research for These Tickers
Normally $25 each - click below to receive one report FREE:
Principal Capital Appreciation A (CMNWX) - free report >>
We use cookies to understand how you use our site and to improve your experience. This includes personalizing content and advertising. To learn more, click here. By continuing to use our site, you accept our use of cookies, revised Privacy Policy and Terms of Service.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
Principal Capital Appreciation A (CMNWX) - free report >>
Image: Bigstock
3 Top-Performing Mutual Funds to Consider for 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 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 Oppenheimer Discovery Y (ODIYX - Free Report) . ODIYX is a Small Cap Growth mutual fund and tends to feature small companies in up-and-coming industries and markets. This fund is a winner, boasting an expense ratio of 0.78%, management fee of 0.6%, and a five-year annualized return track record of 10.16%.
Principal Capital Appreciation A (CMNWX - Free Report) is a stand out amongst its peers. CMNWX 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 five-year annualized performance of 11.4%, expense ratio of 0.77% and management fee of 0.44%, this diversified fund is an attractive buy with a strong history of performance.
MFS Mass Investors Growth Stock R3 (MIGHX - Free Report) : 0.71% expense ratio and 0.33% management fee. MIGHX 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. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 13.21% 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.