We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
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.
It is never too late to invest in mutual funds for retirement. As such, if you plan to invest in some of the best funds, the Zacks Mutual Fund Rank can provide you with valuable guidance.
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.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
TIAA-CREF Small Cap Equity Institutional
(TISEX - Free Report) : 0.41% expense ratio and 0.4% management fee. TISEX is a Small Cap Blend mutual fund, allowing investors a way to diversify their funds among various types of small-cap stocks. With annual returns of 10.49% over the last five years, this fund is a winner.
T. Rowe Price Institutional Large Cap Core
(TPLGX - Free Report) . Expense ratio: 0.56%. Management fee: 0.55%. TPLGX 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. This fund has managed to produce a robust 14.7% over the last five years.
Victory Diversified Stock I
(VDSIX - Free Report) is an attractive large-cap allocation. VDSIX 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. VDSIX has an expense ratio of 0.83%, management fee of 0.65%, and annual returns of 14.88% over the past 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.
See More Zacks Research for These Tickers
Normally $25 each - click below to receive one report FREE:
Image: Bigstock
3 Great Mutual Fund Picks for Your Retirement
It is never too late to invest in mutual funds for retirement. As such, if you plan to invest in some of the best funds, the Zacks Mutual Fund Rank can provide you with valuable guidance.
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.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
TIAA-CREF Small Cap Equity Institutional
(TISEX - Free Report) : 0.41% expense ratio and 0.4% management fee. TISEX is a Small Cap Blend mutual fund, allowing investors a way to diversify their funds among various types of small-cap stocks. With annual returns of 10.49% over the last five years, this fund is a winner.T. Rowe Price Institutional Large Cap Core
(TPLGX - Free Report) . Expense ratio: 0.56%. Management fee: 0.55%. TPLGX 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. This fund has managed to produce a robust 14.7% over the last five years.Victory Diversified Stock I
(VDSIX - Free Report) is an attractive large-cap allocation. VDSIX 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. VDSIX has an expense ratio of 0.83%, management fee of 0.65%, and annual returns of 14.88% over the past 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.