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BNY Mellon Nat Resources I (DLDRX) - free report >>
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BNY Mellon Nat Resources I (DLDRX) - free report >>
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3 Magnificent Mutual Funds to Maximize 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.
BNY Mellon Natural Resources I (DLDRX - Free Report) has a 0.91% expense ratio and 0.75% management fee. DLDRX is a Sector - Energy mutual fund, which encompasses a wide range of vastly changing and vitally important industries throughout this massive global sector. With yearly returns of 13.81% over the last five years, this fund clearly wins.
MainStay Large Cap Growth R1 (MLRRX - Free Report) is a stand out amongst its peers. MLRRX 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. With five-year annualized performance of 10.21%, expense ratio of 0.78% and management fee of 0.61%, this diversified fund is an attractive buy with a strong history of performance.
Principal Capital Appreciation R5 (PCAQX - Free Report) : 0.7% expense ratio and 0.46% management fee. PCAQX is a Large Cap Blend fund, targeting companies with market caps of over $10 billion. These funds offer investors a stability, and are perfect for people with a "buy and hold" mindset. With a five-year annual return of 10.1%, 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.