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William Blair Large Cap Growth N (LCGNX) - free report >>
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William Blair Large Cap Growth N (LCGNX) - free report >>
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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.
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 retirement investors' portfolios.
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 William Blair Large Cap Growth N (LCGNX - Free Report) . LCGNX 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 0.9%, management fee of 0.6%, and a five-year annualized return track record of 12.49%.
Nicholas Fund (NICSX - Free Report) : 0.71% expense ratio and 0.65% management fee. NICSX 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. With yearly returns of 12.64% over the last five years, NICSX is an effectively diversified fund with a long reputation of solidly positive performance.
VALIC Company I Mid Cap Strategic Growth (VMSGX - Free Report) is an attractive large-cap allocation. VMSGX is a Global - Equity mutual fund investing in bigger markets like the U.S., Europe, and Japan; these kinds of funds aren't limited by geography. VMSGX has an expense ratio of 0.78%, management fee of 0.64%, and annual returns of 9.74% over the past five years.
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.