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 way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Using the Zacks Mutual Fund 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 take a look at some of our top-ranked mutual funds with the lowest fees.
If you are looking to diversify your portfolio, consider
MassMutual Premier Disciplined Growth A
(MPGAX). MPGAX is a Large Cap Growth option; these mutual funds purchase stakes in numerous large U.S. companies that are expected to develop and grow at a faster rate than other large-cap stocks. This fund is a winner, boasting an expense ratio of 1.11%, management fee of 0.45%, and a five-year annualized return track record of 15.62%.Nuveen Mid Cap Value Premier
(TRVPX). Expense ratio: 0.61%. Management fee: 0.44%. TRVPX is a Mid Cap Value mutual funds that aims to target medium-sized companies that possess strong value and income opportunities for investors. This fund has managed to produce a robust 13.04% over the last five years.American Funds Balanced R3
(RLBCX): 0.89% expense ratio and 0.21% management fee. RLBCX 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. With a five-year annual return of 8.66%, 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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This article originally published on Zacks Investment Research (zacks.com).
Source Zacks-com
