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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 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.
If you are looking to diversify your portfolio, consider Principal Strategic Asset Management Conservative Growth R3 (PCGPX - Free Report) . PCGPX is classified as an Allocation Balanced fund, which seeks to invest in a balance of asset types, like stocks, bonds, and cash, and including precious metals or commodities is not unusual. This fund is a winner, boasting an expense ratio of 0.85%, management fee of 0.28%, and a five-year annualized return track record of 9.78%.
PGIM QuantSolutions SmCap Value R (TSVRX): 1.28% expense ratio and 0.6% management fee. TSVRX is a Small Cap Value mutual fund, investing in small companies with stock market valuation less than $2 billion. With yearly returns of 15.9% over the last five years, TSVRX is an effectively diversified fund with a long reputation of solidly positive performance.
American Funds Growth Fund of America R2 (RGABX): 1.38% expense ratio and 0.26% management fee. RGABX 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. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 13.86% over the last 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 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 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.
If you are looking to diversify your portfolio, consider Principal Strategic Asset Management Conservative Growth R3 (PCGPX - Free Report) . PCGPX is classified as an Allocation Balanced fund, which seeks to invest in a balance of asset types, like stocks, bonds, and cash, and including precious metals or commodities is not unusual. This fund is a winner, boasting an expense ratio of 0.85%, management fee of 0.28%, and a five-year annualized return track record of 9.78%.
PGIM QuantSolutions SmCap Value R (TSVRX): 1.28% expense ratio and 0.6% management fee. TSVRX is a Small Cap Value mutual fund, investing in small companies with stock market valuation less than $2 billion. With yearly returns of 15.9% over the last five years, TSVRX is an effectively diversified fund with a long reputation of solidly positive performance.
American Funds Growth Fund of America R2 (RGABX): 1.38% expense ratio and 0.26% management fee. RGABX 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. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 13.86% over the last 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.