Should You Add These 3 Top-Performing Mutual Funds To Your Portfolio? - March 17, 2020

By Zacks Investment ResearchStock MarketsMar 17, 2020 07:34AM ET

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Should You Add These 3 Top-Performing Mutual Funds To Your Portfolio? - March 17, 2020

By Zacks Investment Research | Mar 17, 2020 07:34AM ET

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If you're invested in any of the funds in our "Magnificent Retirement Mutual Funds" list, congratulations on owning some of the best managed and top-performing mutual funds. If you are lucky enough to discover our list of Top-Ranked Funds for the first time, it's never too late to start investing with the best, especially when it comes to your retirement.

The easiest, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Our Zacks Rank 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 learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.

Nationwide Growth Fund R (GGFRX) has a 1.3% expense ratio and 0.6% management fee. GGFRX 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 12.7% over the last five years, this fund clearly wins.

T. Rowe Price Cap Appreciation Adviser (PACLX): 0.99% expense ratio and 0.59% management fee. PACLX is an All Cap Value mutual fund, which invests in small, medium, and large-cap companies, though they end up focusing on bigger firms due to percentage of assets. With yearly returns of 10.21% over the last five years, PACLX is an effectively diversified fund with a long reputation of solidly positive performance.

Hartford Core Equity R3 (HGIRX): 1.1% expense ratio and 0.35% management fee. HGIRX 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. With a five-year annual return of 11.97%, this fund is a well-diversified fund with a long track record of success.

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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Should You Add These 3 Top-Performing Mutual Funds To Your Portfolio? - March 17, 2020

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