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Principal Capital Appreciation A (CMNWX) - free report >>
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Principal Capital Appreciation A (CMNWX) - 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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
If you are looking to diversify your portfolio, consider Oberweis Small-Cap Opportunities (OBSOX - Free Report) . OBSOX 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 1.25%, management fee of 0.8%, and a five-year annualized return track record of 13.49%.
Principal Capital Appreciation A (CMNWX - Free Report) is a stand out amongst its peers. CMNWX 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. With five-year annualized performance of 11.21%, expense ratio of 0.77% and management fee of 0.44%, this diversified fund is an attractive buy with a strong history of performance.
Fidelity Series Opportunistic Insights (FVWSX - Free Report) : 0.27% expense ratio and 0% management fee. FVWSX 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 9.98% 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.