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3 Strong Mutual Funds to Add to Your Retirement Portfolio Right Now August 10, 2020
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The funds in our "Magnificent Retirement Mutual Funds" list are some of the top-performing, best managed funds available. If you're already invested in them, congratulations! If you're not, don't worry - it's never too late to start getting the advantages of these outstanding funds for 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.
Here are the funds that have achieved the #1 (Strong Buy) Zacks Rank and have low fees.
If you are looking to diversify your portfolio, consider MSIF International Opportunities IS (MNOPX - Free Report) . MNOPX is a Global - Equity mutual fund investing in bigger markets like the U.S., Europe, and Japan; these kinds of funds aren't limited by geography. This fund is a winner, boasting an expense ratio of 0.91%, management fee of 0.78%, and a five-year annualized return track record of 15.27%.
Janus Henserson Forty Institutional (JACAX - Free Report) is a stand out amongst its peers. JACAX 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 five-year annualized performance of 16.48%, expense ratio of 0.77% and management fee of 0.69%, this diversified fund is an attractive buy with a strong history of performance.
AQR Large Cap Defensive Style N (AUENX - Free Report) : 0.65% expense ratio and 0.25% management fee. AUENX 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 11.61%, this fund is a well-diversified fund with a long track record of success.
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.
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.
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3 Strong Mutual Funds to Add to Your Retirement Portfolio Right Now August 10, 2020
The funds in our "Magnificent Retirement Mutual Funds" list are some of the top-performing, best managed funds available. If you're already invested in them, congratulations! If you're not, don't worry - it's never too late to start getting the advantages of these outstanding funds for 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.
Here are the funds that have achieved the #1 (Strong Buy) Zacks Rank and have low fees.
If you are looking to diversify your portfolio, consider MSIF International Opportunities IS (MNOPX - Free Report) . MNOPX is a Global - Equity mutual fund investing in bigger markets like the U.S., Europe, and Japan; these kinds of funds aren't limited by geography. This fund is a winner, boasting an expense ratio of 0.91%, management fee of 0.78%, and a five-year annualized return track record of 15.27%.
Janus Henserson Forty Institutional (JACAX - Free Report) is a stand out amongst its peers. JACAX 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 five-year annualized performance of 16.48%, expense ratio of 0.77% and management fee of 0.69%, this diversified fund is an attractive buy with a strong history of performance.
AQR Large Cap Defensive Style N (AUENX - Free Report) : 0.65% expense ratio and 0.25% management fee. AUENX 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 11.61%, this fund is a well-diversified fund with a long track record of success.
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.
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.