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Vanguard Dividend Growth Inv (VDIGX) - free report >>
Franklin Convertible Securities Adv (FCSZX) - free report >>
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Vanguard Dividend Growth Inv (VDIGX) - free report >>
Franklin Convertible Securities Adv (FCSZX) - 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.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Franklin Convertible Securities Adviser (FCSZX - Free Report) : 0.58% expense ratio and 0.46% management fee. FCSZX is a Convertible Bonds mutual fund, and these funds are unique in the fixed income world; these securities have components of both fixed income and equity, making them hybrid securities. With annual returns of 11.65% over the last five years, this fund is a winner.
Pioneer Disciplined Growth Fund Y (INYDX - Free Report) is a stand out amongst its peers. INYDX 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 11.83%, expense ratio of 0.84% and management fee of 0.63%, this diversified fund is an attractive buy with a strong history of performance.
Vanguard Dividend Growth Fund (VDIGX - Free Report) is an attractive large-cap allocation. VDIGX 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. VDIGX has an expense ratio of 0.3%, management fee of 0.26%, and annual returns of 10.85% over the past five years.
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.