See More Zacks Research for These Tickers
Normally $25 each - click below to receive one report FREE:
Multifactor US Equity Y (RTDYX) - 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.
Multifactor US Equity Y (RTDYX) - free report >>
Image: Bigstock
3 Top-Performing Mutual Funds to Consider for Your Retirement 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 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.
Russell Select US Equity Y (RTDYX - Free Report) : 0.35% expense ratio and 0.3% management fee. RTDYX 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 annual returns of 10.6% over the last five years, this fund is a winner.
Ivy Large Cap Growth A (WLGAX - Free Report) : 0.93% expense ratio and 0.61% management fee. WLGAX is a Large Cap Growth mutual fund, and these funds invest in many large U.S. firms that are projected to grow at a faster rate than their large-cap peers. WLGAX, with annual returns of 14.77% over the last five years, is a well-diversified fund with a long track record of success.
Columbia Dividend Income Fund R4 (CVIRX - Free Report) is an attractive large-cap allocation. CVIRX 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. CVIRX has an expense ratio of 0.66%, management fee of 0.53%, and annual returns of 10.59% 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.