Back to top
See More Zacks Research for These Tickers
Normally $25 each - click below to receive one report FREE:
T ROWE PRICE DIVIDEND GR FD (PRDGX) - free report >>
We use cookies to understand how you use our site and to improve your experience. This includes personalizing content and advertising. To learn more, click here. By continuing to use our site, you accept our use of cookies, revised Privacy Policy and Terms of Service.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
T ROWE PRICE DIVIDEND GR FD (PRDGX) - free report >>
Image: Bigstock
3 Top-Performing Mutual Funds to Consider for 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.
AB Large Cap Growth Adivsor (APGYX - Free Report) : 0.59% expense ratio and 0.48% management fee. APGYX 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. APGYX has achieved five-year annual returns of an astounding 13.05%.
Janus Henderson Enterprise T (JAENX - Free Report) : 0.9% expense ratio and 0.64% management fee. JAENX is a Mid Cap Growth mutual fund. Mid Cap Growth funds pick stocks--usually companies with a market cap between $2 billion and $10 billion--that demonstrate extensive growth opportunities for investors compared to their peers. JAENX, with annual returns of 9.14% over the last five years, is a well-diversified fund with a long track record of success.
T. Rowe Price Dividend Growth Fund (PRDGX - Free Report) . Expense ratio: 0.64%. Management fee: 0.49%. Five year annual return: 10.94%. PRDGX 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.
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.