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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 best way to shortlist great mutual funds is to ensure solid performance, diversification, and low fees. Some are better than others, but utilizing the Zacks Mutual Fund Rank, we have identified three mutual funds that could be solid additions to one's retirement portfolio.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
If you are looking to diversify your portfolio, consider Elfun Trusts (ELFNX - Free Report) . ELFNX 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. This fund is a winner, boasting an expense ratio of 0.18%, management fee of 0.14%, and a five-year annualized return track record of 10.57%.
T. Rowe Price All-Cap Opportunities Fund (PRWAX - Free Report) : 0.81% expense ratio and 0.63% management fee. PRWAX 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 yearly returns of 12.79% over the last five years, PRWAX is an effectively diversified fund with a long reputation of solidly positive performance.
T. Rowe Price All-Cap Opportunities Fund (PRWAX - Free Report) . Expense ratio: 0.81%. Management fee: 0.63%. Five year annual return: 12.79%. PRWAX 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.
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.
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3 Top-Ranked Mutual Funds for Your Retirement
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 best way to shortlist great mutual funds is to ensure solid performance, diversification, and low fees. Some are better than others, but utilizing the Zacks Mutual Fund Rank, we have identified three mutual funds that could be solid additions to one's retirement portfolio.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
If you are looking to diversify your portfolio, consider Elfun Trusts (ELFNX - Free Report) . ELFNX 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. This fund is a winner, boasting an expense ratio of 0.18%, management fee of 0.14%, and a five-year annualized return track record of 10.57%.
T. Rowe Price All-Cap Opportunities Fund (PRWAX - Free Report) : 0.81% expense ratio and 0.63% management fee. PRWAX 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 yearly returns of 12.79% over the last five years, PRWAX is an effectively diversified fund with a long reputation of solidly positive performance.
T. Rowe Price All-Cap Opportunities Fund (PRWAX - Free Report) . Expense ratio: 0.81%. Management fee: 0.63%. Five year annual return: 12.79%. PRWAX 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.
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.