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3 Top-Performing Mutual Funds to Consider for 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.
How can you tell a good mutual fund from a bad one? It's pretty basic: if the fund is diversified, has low fees, and shows strong performance, it's a keeper. Of course, there's a wide range, but using the Zacks Mutual Fund Rank, we've found three mutual funds that would be great additions to any long-term investors' portfolios.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Nationwide Bailard Cognitive Value M (NWHFX - Free Report) : 0.94% expense ratio and 0.75% management fee. NWHFX is a Small Cap Value mutual fund option, which typically invest in companies with market caps under $2 billion. With annual returns of 15.6% over the last five years, this fund is a winner.
Nuveen Quant SmallCap Equity Retire (TRSEX): 0.66% expense ratio and 0.4% management fee. TRSEX is a Small Cap Blend mutual fund, allowing investors a way to diversify their funds among various types of small-cap stocks. With yearly returns of 15.09% over the last five years, TRSEX is an effectively diversified fund with a long reputation of solidly positive performance.
American Funds Fundamental Investors R6 (RFNGX): 0.27% expense ratio and 0.24% management fee. RFNGX is part of the Large Cap Blend section, and these mutual funds most often invest in firms with a market capitalization of $10 billion or more. By investing in bigger companies, these funds offer more stability, and are often well-suited for investors with a "buy and hold" mindset. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 15.09% 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 Top-Performing Mutual Funds to Consider for 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.
How can you tell a good mutual fund from a bad one? It's pretty basic: if the fund is diversified, has low fees, and shows strong performance, it's a keeper. Of course, there's a wide range, but using the Zacks Mutual Fund Rank, we've found three mutual funds that would be great additions to any long-term investors' portfolios.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Nationwide Bailard Cognitive Value M (NWHFX - Free Report) : 0.94% expense ratio and 0.75% management fee. NWHFX is a Small Cap Value mutual fund option, which typically invest in companies with market caps under $2 billion. With annual returns of 15.6% over the last five years, this fund is a winner.
Nuveen Quant SmallCap Equity Retire (TRSEX): 0.66% expense ratio and 0.4% management fee. TRSEX is a Small Cap Blend mutual fund, allowing investors a way to diversify their funds among various types of small-cap stocks. With yearly returns of 15.09% over the last five years, TRSEX is an effectively diversified fund with a long reputation of solidly positive performance.
American Funds Fundamental Investors R6 (RFNGX): 0.27% expense ratio and 0.24% management fee. RFNGX is part of the Large Cap Blend section, and these mutual funds most often invest in firms with a market capitalization of $10 billion or more. By investing in bigger companies, these funds offer more stability, and are often well-suited for investors with a "buy and hold" mindset. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 15.09% 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.