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Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?
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There is never a wrong time to invest in mutual funds for retirement. So, if you're still looking for the best mutual funds, the Zacks Mutual Fund Rank can be a great guide.
The easiest, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. The Zacks Mutual Fund Rank, which covers over 19,000 mutual funds, has helped us identify three outstanding options that are perfect for any long-term investors' portfolios that is retirement-focused.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
T.Rowe Price Integrat US SMIDCore I (TQSIX): 0.69% expense ratio and 0.63% management fee. TQSIX is a Small Cap Blend mutual fund, and usually targets stocks with market caps of less than $2 billion, letting investors diversify their funds among other kinds of small-cap equities. TQSIX has achieved five-year annual returns of an astounding 12.54%.
Goldman Sachs Large Cap Growth Insights I (GCGIX - Free Report) . Expense ratio: 0.55%. Management fee: 0.51%. GCGIX 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. This fund has managed to produce a robust 15.45% over the last five years.
Northern Large Cap Core (NOLCX) is an attractive large-cap allocation. NOLCX is classified as a Large Cap Blend fund. More often than not, Large Cap Blend mutual funds invest in companies with a market cap of over $10 billion. Buying stakes in bigger companies offer these funds more stability, and are well-suited for investors with a "buy and hold" mindset. NOLCX has an expense ratio of 0.45%, management fee of 0.44%, and annual returns of 17.39% over the past 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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Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?
There is never a wrong time to invest in mutual funds for retirement. So, if you're still looking for the best mutual funds, the Zacks Mutual Fund Rank can be a great guide.
The easiest, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. The Zacks Mutual Fund Rank, which covers over 19,000 mutual funds, has helped us identify three outstanding options that are perfect for any long-term investors' portfolios that is retirement-focused.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
T.Rowe Price Integrat US SMIDCore I (TQSIX): 0.69% expense ratio and 0.63% management fee. TQSIX is a Small Cap Blend mutual fund, and usually targets stocks with market caps of less than $2 billion, letting investors diversify their funds among other kinds of small-cap equities. TQSIX has achieved five-year annual returns of an astounding 12.54%.
Goldman Sachs Large Cap Growth Insights I (GCGIX - Free Report) . Expense ratio: 0.55%. Management fee: 0.51%. GCGIX 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. This fund has managed to produce a robust 15.45% over the last five years.
Northern Large Cap Core (NOLCX) is an attractive large-cap allocation. NOLCX is classified as a Large Cap Blend fund. More often than not, Large Cap Blend mutual funds invest in companies with a market cap of over $10 billion. Buying stakes in bigger companies offer these funds more stability, and are well-suited for investors with a "buy and hold" mindset. NOLCX has an expense ratio of 0.45%, management fee of 0.44%, and annual returns of 17.39% over the past 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.