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3 Top-Performing Mutual Funds to Consider for Your Retirement Portfolio
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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.
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 take a look at some of our top-ranked mutual funds with the lowest fees.
If you are looking to diversify your portfolio, consider American Funds Investor Company of America R6 (RICGX). RICGX 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. This fund is a winner, boasting an expense ratio of 0.26%, management fee of 0.23%, and a five-year annualized return track record of 17.69%.
GMO Strategic Opportunity Allocation III (GBATX). Expense ratio: 0.01%. Management fee: 0%. GBATX 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 has managed to produce a robust 10.09% over the last five years.
Ariel Focus Fund Investor (ARFFX - Free Report) : 1% expense ratio and 0.65% management fee. ARFFX 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 14.57%, this fund is a well-diversified fund with a long track record of success.
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
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.
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 take a look at some of our top-ranked mutual funds with the lowest fees.
If you are looking to diversify your portfolio, consider American Funds Investor Company of America R6 (RICGX). RICGX 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. This fund is a winner, boasting an expense ratio of 0.26%, management fee of 0.23%, and a five-year annualized return track record of 17.69%.
GMO Strategic Opportunity Allocation III (GBATX). Expense ratio: 0.01%. Management fee: 0%. GBATX 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 has managed to produce a robust 10.09% over the last five years.
Ariel Focus Fund Investor (ARFFX - Free Report) : 1% expense ratio and 0.65% management fee. ARFFX 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 14.57%, this fund is a well-diversified fund with a long track record of success.
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.