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Principal LgCp Gr I R4 (PPUSX) - free report >>
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Principal LgCp Gr I R4 (PPUSX) - free report >>
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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, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. The Zacks Mutual Fund Rank, which covers over 19,000 mutual funds, has helped us identify three outstanding options that are perfect for any long-term investors' portfolios that is retirement-focused.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
DFA US Core Equity 1 I (DFEOX - Free Report) : 0.15% expense ratio and 0.12% management fee. DFEOX 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. DFEOX has achieved five-year annual returns of an astounding 13.7%.
TCW Relative Value Large Cap I (TGDIX - Free Report) is a stand out amongst its peers. TGDIX 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 11.69%, expense ratio of 0.7% and management fee of 0.6%, this diversified fund is an attractive buy with a strong history of performance.
Principal Large Cap Growth I R4 (PPUSX - Free Report) : 0.97% expense ratio and 0.6% management fee. PPUSX 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. With a five-year annual return of 14.12%, 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.