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Are these 3 Top-Ranked Mutual Funds In 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, 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 take a look at some of our top-ranked mutual funds with the lowest fees.
If you are looking to diversify your portfolio, consider William Blair Small Cap Growth N (WBSNX). WBSNX is one of many Small Cap Growth mutual funds; these funds tend to create their portfolios around stocks with market capitalization of less than $2 billion. This fund is a winner, boasting an expense ratio of 1.24%, management fee of 0.94%, and a five-year annualized return track record of 10.08%.
American Funds Washington Mutual Investors R3 (RWMCX - Free Report) : 0.91% expense ratio and 0.22% management fee. RWMCX 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. RWMCX, with annual returns of 14.6% over the last five years, is a well-diversified fund with a long track record of success.
Nuveen Mid-Cap Value Retire (TRVRX): 0.71% expense ratio and 0.44% management fee. TRVRX is a Mid Cap Value mutual funds that aims to target medium-sized companies that possess strong value and income opportunities for investors. With a five-year annual return of 12.94%, 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.
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Are these 3 Top-Ranked Mutual Funds In 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, 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 take a look at some of our top-ranked mutual funds with the lowest fees.
If you are looking to diversify your portfolio, consider William Blair Small Cap Growth N (WBSNX). WBSNX is one of many Small Cap Growth mutual funds; these funds tend to create their portfolios around stocks with market capitalization of less than $2 billion. This fund is a winner, boasting an expense ratio of 1.24%, management fee of 0.94%, and a five-year annualized return track record of 10.08%.
American Funds Washington Mutual Investors R3 (RWMCX - Free Report) : 0.91% expense ratio and 0.22% management fee. RWMCX 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. RWMCX, with annual returns of 14.6% over the last five years, is a well-diversified fund with a long track record of success.
Nuveen Mid-Cap Value Retire (TRVRX): 0.71% expense ratio and 0.44% management fee. TRVRX is a Mid Cap Value mutual funds that aims to target medium-sized companies that possess strong value and income opportunities for investors. With a five-year annual return of 12.94%, 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.