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Hartford Stock HLS IA (HSTAX) - free report >>
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Hartford Stock HLS IA (HSTAX) - free report >>
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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 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.
Neuberger Berman Guardian Trust (NBGTX - Free Report) has a 1.03% expense ratio and 0.88% management fee. NBGTX is a Large Cap Value mutual fund, which invests in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. With yearly returns of 11.94% over the last five years, this fund clearly wins.
VALIC Company I Large Cap Growth Fund (VLCGX - Free Report) is a stand out amongst its peers. VLCGX 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. With five-year annualized performance of 13.36%, expense ratio of 0.74% and management fee of 0.64%, this diversified fund is an attractive buy with a strong history of performance.
Hartford Stock HLS IA (HSTAX - Free Report) . Expense ratio: 0.51%. Management fee: 0.48%. Five year annual return: 12.64%. HSTAX 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.
There you have it. If your financial advisor had you put your money into any of our top-ranked funds, then they've got you covered. If not, you may need to talk.