The funds in our "Magnificent Retirement Mutual Funds" list are among the best managed and best performing mutual funds available. If you are just finding out about our Top-Ranked Funds list, we welcome you!
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 break down some of the mutual funds with the highest Zacks Rank and the lowest fees.
If you are looking to diversify your portfolio, consider Janus Henderson Global Technology I (JATIX - Free Report) . With a much more diversified approach, JATIX--part of the Sector - Tech mutual fund category--gives investors a way to own a stake in the notoriously risky tech sector. This fund is a winner, boasting an expense ratio of 0.76%, management fee of 0.64%, and a five-year annualized return track record of 20.4%.
Dreyfus Appreciation Fund Y (DGYGX - Free Report) . Expense ratio: 0.59%. Management fee: 0.55%. DGYGX is classified as a Large Cap Blend fund. More often than not, Large Cap Blend mutual funds invest in companies with a market cap of over $10 billion. Buying stakes in bigger companies offer these funds more stability, and are well-suited for investors with a "buy and hold" mindset. This fund has managed to produce a robust 11.22% over the last five years.
Fidelity Blue Chip Growth (FBGRX - Free Report) . Expense ratio: 0.8%. Management fee: 0.64%. Five year annual return: 14.65%. FBGRX 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.
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.
Do You Know the Top 9 Retirement Investing Mistakes?
Investing in underperforming mutual funds is just one of the key errors that can derail your retirement plans.
To learn more, read our just-released report: 9 Retirement Mistakes You Need to Avoid.
Zacks Names "Single Best Pick to Double"
From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all.
It’s a little-known chemical company that’s up 65% over last year, yet still dirt cheap. With unrelenting demand, soaring 2022 earnings estimates, and $1.5 billion for repurchasing shares, retail investors could jump in at any time.
This company could rival or surpass other recent Zacks’ Stocks Set to Double like Boston Beer Company which shot up +143.0% in little more than 9 months and NVIDIA which boomed +175.9% in one year.
Free: See Our Top Stock and 4 Runners Up >>
The funds in our "Magnificent Retirement Mutual Funds" list are among the best managed and best performing mutual funds available. If you are just finding out about our Top-Ranked Funds list, we welcome you!
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 break down some of the mutual funds with the highest Zacks Rank and the lowest fees.
If you are looking to diversify your portfolio, consider Janus Henderson Global Technology I (JATIX - Free Report) . With a much more diversified approach, JATIX--part of the Sector - Tech mutual fund category--gives investors a way to own a stake in the notoriously risky tech sector. This fund is a winner, boasting an expense ratio of 0.76%, management fee of 0.64%, and a five-year annualized return track record of 20.4%.
Dreyfus Appreciation Fund Y (DGYGX - Free Report) . Expense ratio: 0.59%. Management fee: 0.55%. DGYGX is classified as a Large Cap Blend fund. More often than not, Large Cap Blend mutual funds invest in companies with a market cap of over $10 billion. Buying stakes in bigger companies offer these funds more stability, and are well-suited for investors with a "buy and hold" mindset. This fund has managed to produce a robust 11.22% over the last five years.
Fidelity Blue Chip Growth (FBGRX - Free Report) . Expense ratio: 0.8%. Management fee: 0.64%. Five year annual return: 14.65%. FBGRX 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.
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.
Do You Know the Top 9 Retirement Investing Mistakes?
Investing in underperforming mutual funds is just one of the key errors that can derail your retirement plans.
To learn more, read our just-released report: 9 Retirement Mistakes You Need to Avoid.
Zacks Names "Single Best Pick to Double"
From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all.
It’s a little-known chemical company that’s up 65% over last year, yet still dirt cheap. With unrelenting demand, soaring 2022 earnings estimates, and $1.5 billion for repurchasing shares, retail investors could jump in at any time.
This company could rival or surpass other recent Zacks’ Stocks Set to Double like Boston Beer Company which shot up +143.0% in little more than 9 months and NVIDIA which boomed +175.9% in one year.
Free: See Our Top Stock and 4 Runners Up >>
Get the latest research report on FBGRX - FREE
Get the latest research report on DGYGX - FREE
Get the latest research report on JATIX - FREE