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Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?- September 16, 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 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 break down some of the mutual funds with the highest Zacks Rank and the lowest fees.
Janus Henderson Forty N (JFRNX - Free Report) : 0.69% expense ratio and 0.63% management fee. JFRNX 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 annual returns of 16.28% over the last five years, this fund is a winner.
T. Rowe Price Mid-Cap Growth R (RRMGX - Free Report) is a stand out amongst its peers. RRMGX is a Mid Cap Growth mutual fund. These funds aim to target companies with a market capitalization between $2 billion and $10 billion that are also expected to exhibit more extensive growth opportunities for investors than their peers. With five-year annualized performance of 10.06%, expense ratio of 1.29% and management fee of 0.61%, this diversified fund is an attractive buy with a strong history of performance.
BlackRock Science & Technology Opportunities R (BGSRX - Free Report) is an attractive large-cap allocation. BGSRX is part of the Sector - Tech mutual fund category that invests in technology and lets investors own a stake in a notoriously volatile sector, but with a much more diversified approach. BGSRX has an expense ratio of 1.42%, management fee of 0.8%, and annual returns of 25.72% over the past five years.
There you have it. If your financial advisor had you put your money into any of our "Magnificent Retirement Mutual Funds," then they've got you covered. If not, you may need to 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.
Image: Bigstock
Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?- September 16, 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 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 break down some of the mutual funds with the highest Zacks Rank and the lowest fees.
Janus Henderson Forty N (JFRNX - Free Report) : 0.69% expense ratio and 0.63% management fee. JFRNX 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 annual returns of 16.28% over the last five years, this fund is a winner.
T. Rowe Price Mid-Cap Growth R (RRMGX - Free Report) is a stand out amongst its peers. RRMGX is a Mid Cap Growth mutual fund. These funds aim to target companies with a market capitalization between $2 billion and $10 billion that are also expected to exhibit more extensive growth opportunities for investors than their peers. With five-year annualized performance of 10.06%, expense ratio of 1.29% and management fee of 0.61%, this diversified fund is an attractive buy with a strong history of performance.
BlackRock Science & Technology Opportunities R (BGSRX - Free Report) is an attractive large-cap allocation. BGSRX is part of the Sector - Tech mutual fund category that invests in technology and lets investors own a stake in a notoriously volatile sector, but with a much more diversified approach. BGSRX has an expense ratio of 1.42%, management fee of 0.8%, and annual returns of 25.72% over the past five years.
There you have it. If your financial advisor had you put your money into any of our "Magnificent Retirement Mutual Funds," then they've got you covered. If not, you may need to 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.