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Are these 3 Top-Ranked Mutual Funds In 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.
The best way to shortlist great mutual funds is to ensure solid performance, diversification, and low fees. Some are better than others, but utilizing the Zacks Mutual Fund Rank, we have identified three mutual funds that could be solid additions to one's retirement portfolio.
Let's break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
BlackRock Advantage Large Cap Core C (MCLRX - Free Report) : 1.48% expense ratio and 0.43% management fee. MCLRX 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. MCLRX has achieved five-year annual returns of an astounding 13.42%.
Nuveen Quant SC Equity Prem (TSRPX). Expense ratio: 0.55%. Management fee: 0.39%. TSRPX is a Small Cap Blend mutual fund that usually targets companies with a market capitalization of less than $2 billion. This fund has managed to produce a robust 10.92% over the last five years.
Transamerica Large Cap Value A (TWQAX). Expense ratio: 0.94%. Management fee: 0.59%. Five year annual return: 13.08%. TWQAX is a part of the Large Cap Value category, and invests in equities with a market capitalization of $10 billion or more, but whose share prices do not reflect their intrinsic value.
These examples highlight the fact that there are some astonishingly good mutual funds out there. If your advisor has you in the good ones, bravo! If not, you may need to have a talk.
View the Zacks #1 Rank List
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Are these 3 Top-Ranked Mutual Funds In 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.
The best way to shortlist great mutual funds is to ensure solid performance, diversification, and low fees. Some are better than others, but utilizing the Zacks Mutual Fund Rank, we have identified three mutual funds that could be solid additions to one's retirement portfolio.
Let's break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
BlackRock Advantage Large Cap Core C (MCLRX - Free Report) : 1.48% expense ratio and 0.43% management fee. MCLRX 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. MCLRX has achieved five-year annual returns of an astounding 13.42%.
Nuveen Quant SC Equity Prem (TSRPX). Expense ratio: 0.55%. Management fee: 0.39%. TSRPX is a Small Cap Blend mutual fund that usually targets companies with a market capitalization of less than $2 billion. This fund has managed to produce a robust 10.92% over the last five years.
Transamerica Large Cap Value A (TWQAX). Expense ratio: 0.94%. Management fee: 0.59%. Five year annual return: 13.08%. TWQAX is a part of the Large Cap Value category, and invests in equities with a market capitalization of $10 billion or more, but whose share prices do not reflect their intrinsic value.
These examples highlight the fact that there are some astonishingly good mutual funds out there. If your advisor has you in the good ones, bravo! If not, you may need to have a talk.