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VANGUARD STRATEGIC EQ FD (VSEQX) - free report >>
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VANGUARD STRATEGIC EQ FD (VSEQX) - free report >>
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Make the Most of Your Retirement with These Top-Ranked Mutual Funds
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.
If you are looking to diversify your portfolio, consider BlackRock Advantage Large Cap Value R (MRLVX - Free Report) . MRLVX 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. This fund is a winner, boasting an expense ratio of 1.04%, management fee of 0.49%, and a five-year annualized return track record of 9.2%.
Principal Mid Cap Value I R3 (PMPRX - Free Report) . Expense ratio: 1.19%. Management fee: 0.64%. PMPRX is a Mid Cap Value mutual funds that aims to target medium-sized companies that possess strong value and income opportunities for investors. This fund has managed to produce a robust 10.44% over the last five years.
Vanguard Strategic Equity Fund (VSEQX - Free Report) : 0.17% expense ratio and 0.16% management fee. VSEQX is a Mid Cap Blend mutual fund that typically features a portfolio filled with stocks of various sizes and styles; it allows for a diversification strategy focusing on companies with market caps between $2 billion and $10 billion. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 11.32% over the last five years.
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.