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GREAT WEST LCAP GROWTH INSTL (MXGSX) - free report >>
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GREAT WEST LCAP GROWTH INSTL (MXGSX) - free report >>
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Should You Add These 3 Top-Performing Mutual Funds to Your 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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
Fidelity Fund K (FFDKX - Free Report) has a 0.37% expense ratio and 0.31% management fee. FFDKX 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. With yearly returns of 11.14% over the last five years, this fund clearly wins.
Great-WestMultiMgrLgCapGrowIns (MXGSX - Free Report) : 0.65% expense ratio and 0.64% management fee. MXGSX 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. MXGSX, with annual returns of 14.14% over the last five years, is a well-diversified fund with a long track record of success.
Oppenheimer Discovery R (ODINX - Free Report) . Expense ratio: 1.28%. Management fee: 0.59%. Five year annual return: 11.02%. ODINX is a Small Cap Growth mutual fund building their portfolio around stocks with market caps under $2 billion and large growth opportunities.
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.