Should You Add These 3 Top-Performing Mutual Funds to Your Portfolio? - August 10, 2020

Zacks Equity Research
·2-min read

Our "Magnificent Retirement Mutual Funds" list includes some of the best managed and best performing funds around. If you're already invested in these, congratulations! But if you're just now discovering them, don't worry. When it comes to your retirement, it's never too late to start investing in the best.

The easiest way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Using our Zacks Rank of over 19,000 mutual funds, we've identified three outstanding mutual funds that are ideally suited to help long-term investors pursue and achieve their retirement investing goals.

Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.

Principal Large Cap Growth I R1 (PCRSX) has a 1.47% expense ratio and 0.6% management fee. PCRSX 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. With yearly returns of 12.49% over the last five years, this fund clearly wins.

Hartford Core Equity R4 (HGISX). Expense ratio: 0.74%. Management fee: 0.34%. HGISX 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. This fund has managed to produce a robust 10.4% over the last five years.

Vanguard International Growth Admiral (VWILX) is an attractive large-cap allocation. VWILX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. VWILX has an expense ratio of 0.33%, management fee of 0.31%, and annual returns of 11.89% over the past five years.

So, there you have it - if your advisor has you invested in any of our "Magnificent Retirement Mutual Funds," they are certainly earning their keep. If not, you may want to look elsewhere.

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