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3 Top-Performing Mutual Funds to Consider for Your Retirement Portfolio
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There is never a wrong time to invest in mutual funds for retirement. So, if you're still looking for the best mutual funds, the Zacks Mutual Fund Rank can be a great guide.
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 break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
Columbia Dividend Income Fund R5
(CDDRX - Free Report) has a 0.59% expense ratio and 0.53% management fee. CDDRX is a Large Cap Value fund. These funds invest in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. With yearly returns of 13.18% over the last five years, this fund clearly wins.
Fidelity Growth Company
(FDGRX - Free Report) : 0.52% expense ratio and 0.51% management fee. FDGRX 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. FDGRX, with annual returns of 18.33% over the last five years, is a well-diversified fund with a long track record of success.
T. Rowe Price Communications & Technology Fund
(PRMTX - Free Report) is an attractive large-cap allocation. PRMTX is part of the Sector - Tech mutual fund category that invests in technology and lets investors own a stake in a notoriously volatile sector, but with a much more diversified approach. PRMTX has an expense ratio of 0.77%, management fee of 0.64%, and annual returns of 12.49% over the past five years.
We hope that your investment advisor (if you use one) has you invested in one or all of the top-ranked mutual funds we've reviewed. But if that isn't the case, it might be time to have a conversation or reconsider this vitally important relationship.
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3 Top-Performing Mutual Funds to Consider for Your Retirement Portfolio
There is never a wrong time to invest in mutual funds for retirement. So, if you're still looking for the best mutual funds, the Zacks Mutual Fund Rank can be a great guide.
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 break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
Columbia Dividend Income Fund R5
(CDDRX - Free Report) has a 0.59% expense ratio and 0.53% management fee. CDDRX is a Large Cap Value fund. These funds invest in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. With yearly returns of 13.18% over the last five years, this fund clearly wins.Fidelity Growth Company
(FDGRX - Free Report) : 0.52% expense ratio and 0.51% management fee. FDGRX 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. FDGRX, with annual returns of 18.33% over the last five years, is a well-diversified fund with a long track record of success.T. Rowe Price Communications & Technology Fund
(PRMTX - Free Report) is an attractive large-cap allocation. PRMTX is part of the Sector - Tech mutual fund category that invests in technology and lets investors own a stake in a notoriously volatile sector, but with a much more diversified approach. PRMTX has an expense ratio of 0.77%, management fee of 0.64%, and annual returns of 12.49% over the past five years.We hope that your investment advisor (if you use one) has you invested in one or all of the top-ranked mutual funds we've reviewed. But if that isn't the case, it might be time to have a conversation or reconsider this vitally important relationship.