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Are these 3 Top-Ranked Mutual Funds In Your Retirement 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.
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.
FPA Crescent Institutional (FPACX - Free Report) has a 1.06% expense ratio and 1% management fee. FPACX is an Allocation Balanced mutual fund. Allocation Balanced funds look to invest across asset types, like stocks, bonds, and cash, and including precious metals or commodities is not unusual; these funds are mostly categorized by their respective asset allocation. With yearly returns of 13.32% over the last five years, this fund clearly wins.
Neuberger Berman Mid Cap Growth R6 (NRMGX): 0.57% expense ratio and 0.54% management fee. NRMGX is a Mid Cap Growth mutual fund. These funds aim to target companies with a market capitalization between $2 billion and $10 billion that are also expected to exhibit more extensive growth opportunities for investors than their peers. NRMGX, with annual returns of 9.84% over the last five years, is a well-diversified fund with a long track record of success.
Columbia Select Large-Cap Value A (SLVAX): 0.8% expense ratio and 0.67% management fee. SLVAX 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. With a five-year annual return of 13.94%, this fund is a well-diversified fund with a long track record of success.
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.
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Are these 3 Top-Ranked Mutual Funds In Your Retirement 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.
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.
FPA Crescent Institutional (FPACX - Free Report) has a 1.06% expense ratio and 1% management fee. FPACX is an Allocation Balanced mutual fund. Allocation Balanced funds look to invest across asset types, like stocks, bonds, and cash, and including precious metals or commodities is not unusual; these funds are mostly categorized by their respective asset allocation. With yearly returns of 13.32% over the last five years, this fund clearly wins.
Neuberger Berman Mid Cap Growth R6 (NRMGX): 0.57% expense ratio and 0.54% management fee. NRMGX is a Mid Cap Growth mutual fund. These funds aim to target companies with a market capitalization between $2 billion and $10 billion that are also expected to exhibit more extensive growth opportunities for investors than their peers. NRMGX, with annual returns of 9.84% over the last five years, is a well-diversified fund with a long track record of success.
Columbia Select Large-Cap Value A (SLVAX): 0.8% expense ratio and 0.67% management fee. SLVAX 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. With a five-year annual return of 13.94%, this fund is a well-diversified fund with a long track record of success.
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.