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GMO Quality IV (GQEFX) - free report >>
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GMO Quality IV (GQEFX) - free report >>
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Should You Add These 3 Top-Performing Mutual Funds to Your Portfolio?
Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds.
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.
Columbia Dividend Income Fund R5 (CDDRX - Free Report) has a 0.6% expense ratio and 0.53% management fee. CDDRX is a Large Cap Value fund. These funds invest in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. With yearly returns of 10.65% over the last five years, this fund clearly wins.
GMO Quality IV (GQEFX - Free Report) : 0.45% expense ratio and 0.44% management fee. GQEFX is part of the Large Cap Blend section, and these mutual funds most often invest in firms with a market capitalization of $10 billion or more. By investing in bigger companies, these funds offer more stability, and are often well-suited for investors with a "buy and hold" mindset. With yearly returns of 13.98% over the last five years, GQEFX is an effectively diversified fund with a long reputation of solidly positive performance.
Vanguard Capital Opportunity Admiral (VHCAX - Free Report) : 0.36% expense ratio and 0.35% management fee. VHCAX 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. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 10.14% over the last 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.