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Should You Add These 3 Top-Performing Mutual Funds to Your Portfolio?
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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 take a look at some of our top-ranked mutual funds with the lowest fees.
TIAA-CREF Large Cap Growth Retirement
(TILRX - Free Report) : 0.66% expense ratio and 0.4% management fee. TILRX 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 annual returns of 16.08% over the last five years, this fund is a winner.
Principal Small Cap Value II R4
is a stand out amongst its peers. PSTWX is a Small Cap Value mutual fund option, which typically invest in companies with market caps under $2 billion. With five-year annualized performance of 9.86%, expense ratio of 1.3% and management fee of 0.94%, this diversified fund is an attractive buy with a strong history of performance.
Vanguard Growth & Income Admiral
(VGIAX - Free Report) . Expense ratio: 0.24%. Management fee: 0.21%. Five year annual return: 15.4%. VGIAX 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.
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.
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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.
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 take a look at some of our top-ranked mutual funds with the lowest fees.
TIAA-CREF Large Cap Growth Retirement
(TILRX - Free Report) : 0.66% expense ratio and 0.4% management fee. TILRX 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 annual returns of 16.08% over the last five years, this fund is a winner.Principal Small Cap Value II R4
is a stand out amongst its peers. PSTWX is a Small Cap Value mutual fund option, which typically invest in companies with market caps under $2 billion. With five-year annualized performance of 9.86%, expense ratio of 1.3% and management fee of 0.94%, this diversified fund is an attractive buy with a strong history of performance.Vanguard Growth & Income Admiral
(VGIAX - Free Report) . Expense ratio: 0.24%. Management fee: 0.21%. Five year annual return: 15.4%. VGIAX 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.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.