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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.

American Funds Income Fund of America 529F (CIMFX - Free Report) has a 0.43% expense ratio and 0.23% management fee. CIMFX is a part of the Large Cap Value category, and invests in equities with a market capitalization of $10 billion or more, but whose share prices do not reflect their intrinsic value. With yearly returns of 10.56% over the last five years, this fund clearly wins.

Putnam Small Cap Growth R (PSGRX): 0.71% expense ratio and 0.7% management fee. PSGRX is a Small Cap Growth mutual fund and tends to feature small companies in up-and-coming industries and markets. With yearly returns of 11.14% over the last five years, PSGRX is an effectively diversified fund with a long reputation of solidly positive performance.

Vanguard Extended Market Index Institutional (VIEIX). Expense ratio: 0.05%. Management fee: 0.02%. Five year annual return: 11.64%. VIEIX is a Small Cap Blend mutual fund, and usually targets stocks with market caps of less than $2 billion, letting investors diversify their funds among other kinds of small-cap equities.

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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