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3 Magnificent Mutual Funds to Maximize Your Retirement Portfolio - February 17, 2020
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Our "Magnificent Retirement Mutual Funds" list includes some of the best managed and best performing funds around. If you're already invested in these, congratulations! But if you're just now discovering them, don't worry. When it comes to your retirement, it's never too late to start investing in the best.
The easiest way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Using our Zacks Rank of over 19,000 mutual funds, we've identified three outstanding mutual funds that are ideally suited to help long-term investors pursue and achieve their retirement investing goals.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Principal Capital Appreciation R1 (PCAMX - Free Report) : 1.37% expense ratio and 0.47% management fee. PCAMX 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. PCAMX has achieved five-year annual returns of an astounding 10.75%.
T. Rowe Price Institutional Large Cap Growth (TRLGX - Free Report) : 0.56% expense ratio and 0.55% management fee. TRLGX 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. TRLGX, with annual returns of 15.9% over the last five years, is a well-diversified fund with a long track record of success.
Meridian Growth Institutional (MRRGX - Free Report) . Expense ratio: 0.83%. Management fee: 0.76%. Five year annual return: 10.43%. MRRGX is a Small Cap Growth mutual fund building their portfolio around stocks with market caps under $2 billion and large growth opportunities.
There you have it. If your financial advisor had you put your money into any of our "Magnificent Retirement Mutual Funds," then they've got you covered. If not, you may need to talk.
Do You Know the Top 9 Retirement Investing Mistakes?
Investing in underperforming mutual funds is just one of the key errors that can derail your retirement plans.
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3 Magnificent Mutual Funds to Maximize Your Retirement Portfolio - February 17, 2020
Our "Magnificent Retirement Mutual Funds" list includes some of the best managed and best performing funds around. If you're already invested in these, congratulations! But if you're just now discovering them, don't worry. When it comes to your retirement, it's never too late to start investing in the best.
The easiest way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Using our Zacks Rank of over 19,000 mutual funds, we've identified three outstanding mutual funds that are ideally suited to help long-term investors pursue and achieve their retirement investing goals.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Principal Capital Appreciation R1 (PCAMX - Free Report) : 1.37% expense ratio and 0.47% management fee. PCAMX 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. PCAMX has achieved five-year annual returns of an astounding 10.75%.
T. Rowe Price Institutional Large Cap Growth (TRLGX - Free Report) : 0.56% expense ratio and 0.55% management fee. TRLGX 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. TRLGX, with annual returns of 15.9% over the last five years, is a well-diversified fund with a long track record of success.
Meridian Growth Institutional (MRRGX - Free Report) . Expense ratio: 0.83%. Management fee: 0.76%. Five year annual return: 10.43%. MRRGX is a Small Cap Growth mutual fund building their portfolio around stocks with market caps under $2 billion and large growth opportunities.
There you have it. If your financial advisor had you put your money into any of our "Magnificent Retirement Mutual Funds," then they've got you covered. If not, you may need to talk.
Do You Know the Top 9 Retirement Investing Mistakes?
Investing in underperforming mutual funds is just one of the key errors that can derail your retirement plans.
To learn more, read our just-released report: 9 Retirement Mistakes You Need to Avoid.