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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 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.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
DFA US Hi Relatv Profitability Inst
(DURPX - Free Report) : 0.23% expense ratio and 0.19% management fee. DURPX 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. DURPX has achieved five-year annual returns of an astounding 13.86%.
Oppenheimer Discovery I
(ODIIX - Free Report) is a stand out amongst its peers. ODIIX is a Small Cap Growth mutual fund and tends to feature small companies in up-and-coming industries and markets. With five-year annualized performance of 11.74%, expense ratio of 0.66% and management fee of 0.59%, this diversified fund is an attractive buy with a strong history of performance.
Ivy Large Cap Growth Y
(WLGYX - Free Report) : 0.89% expense ratio and 0.6% management fee. WLGYX is a part of the Large Cap Growth mutual fund category, which invest in many large U.S. companies that are expected to grow much faster compared to other large-cap stocks. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 16.23% over the last five years.
These examples highlight the fact that there are some astonishingly good mutual funds out there. If your advisor has you in the good ones, bravo! If not, you may need to have a talk.
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3 Great Mutual Fund Picks for Your Retirement
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 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.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
DFA US Hi Relatv Profitability Inst
(DURPX - Free Report) : 0.23% expense ratio and 0.19% management fee. DURPX 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. DURPX has achieved five-year annual returns of an astounding 13.86%.Oppenheimer Discovery I
(ODIIX - Free Report) is a stand out amongst its peers. ODIIX is a Small Cap Growth mutual fund and tends to feature small companies in up-and-coming industries and markets. With five-year annualized performance of 11.74%, expense ratio of 0.66% and management fee of 0.59%, this diversified fund is an attractive buy with a strong history of performance.Ivy Large Cap Growth Y
(WLGYX - Free Report) : 0.89% expense ratio and 0.6% management fee. WLGYX is a part of the Large Cap Growth mutual fund category, which invest in many large U.S. companies that are expected to grow much faster compared to other large-cap stocks. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 16.23% over the last five years.These examples highlight the fact that there are some astonishingly good mutual funds out there. If your advisor has you in the good ones, bravo! If not, you may need to have a talk.