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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 break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
American Funds Growth Port R2E (RBGEX) has a 0.82% expense ratio and 0% management fee. RBGEX is a part of the Large Cap Growth mutual fund category, which invest in many large U.S. companies that are expected to grow much faster compared to other large-cap stocks. With yearly returns of 10.74% over the last five years, this fund clearly wins.
Putnam Small Cap Growth Y (PSYGX): 0.92% expense ratio and 0.67% management fee. PSYGX is one of many Small Cap Growth mutual funds; these funds tend to create their portfolios around stocks with market capitalization of less than $2 billion. With yearly returns of 8.66% over the last five years, PSYGX is an effectively diversified fund with a long reputation of solidly positive performance.
Driehaus Small/Mid Cap Growth (DSMDX - Free Report) . Expense ratio: 0.8%. Management fee: 0.6%. Five year annual return: 8.56%. DSMDX 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.
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-Ranked Mutual Funds 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.
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 break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
American Funds Growth Port R2E (RBGEX) has a 0.82% expense ratio and 0% management fee. RBGEX is a part of the Large Cap Growth mutual fund category, which invest in many large U.S. companies that are expected to grow much faster compared to other large-cap stocks. With yearly returns of 10.74% over the last five years, this fund clearly wins.
Putnam Small Cap Growth Y (PSYGX): 0.92% expense ratio and 0.67% management fee. PSYGX is one of many Small Cap Growth mutual funds; these funds tend to create their portfolios around stocks with market capitalization of less than $2 billion. With yearly returns of 8.66% over the last five years, PSYGX is an effectively diversified fund with a long reputation of solidly positive performance.
Driehaus Small/Mid Cap Growth (DSMDX - Free Report) . Expense ratio: 0.8%. Management fee: 0.6%. Five year annual return: 8.56%. DSMDX 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.
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.