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T. Rowe Price Mid-Cap Growth (RPMGX) - free report >>
Columbia Small Cap Value I Adv (CVVRX) - free report >>
MFS Blended Research Core Equity R2 (MUESX) - 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 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.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
T. Rowe Price Mid-Cap Growth Fund (RPMGX - Free Report) has a 0.76% expense ratio and 0.61% management fee. RPMGX is a Mid Cap Growth mutual fund. These funds aim to target companies with a market capitalization between $2 billion and $10 billion that are also expected to exhibit more extensive growth opportunities for investors than their peers. With yearly returns of 8.17% over the last five years, this fund clearly wins.
MFS Blended Research Core Equity R2 (MUESX - Free Report) : 0.99% expense ratio and 0.4% management fee. MUESX 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 13.41% over the last five years, MUESX is an effectively diversified fund with a long reputation of solidly positive performance.
Columbia Small Cap Value I Class R4 (CVVRX - Free Report) : 1.01% expense ratio and 0.81% management fee. CVVRX is a Small Cap Value fund, and these funds are known for investing in companies with market caps under $2 billion. With a five-year annual return of 9.45%, this fund is a well-diversified fund with a long track record of success.
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.