We use cookies to understand how you use our site and to improve your experience. This includes personalizing content and advertising. To learn more, click here. By continuing to use our site, you accept our use of cookies, revised Privacy Policy and Terms of Service.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
3 Top-Performing Mutual Funds to Consider for Your Retirement Portfolio- October 01, 2020
Read MoreHide Full Article
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.
Fidelity Advisor Semiconductors M (FELTX - Free Report) has a 1.39% expense ratio and 0.54% management fee. FELTX 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. With yearly returns of 20.61% over the last five years, this fund clearly wins.
Janus Henderson Forty T (JACTX - Free Report) : 0.92% expense ratio and 0.63% management fee. JACTX 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. JACTX, with annual returns of 16.01% over the last five years, is a well-diversified fund with a long track record of success.
Franklin Small-Mid Cap Growth R (FSMRX - Free Report) . Expense ratio: 1.11%. Management fee: 0.46%. Five year annual return: 11.01%. FSMRX is a Small Cap Growth mutual fund and tends to feature small companies in up-and-coming industries and markets.
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.
Image: Bigstock
3 Top-Performing Mutual Funds to Consider for Your Retirement Portfolio- October 01, 2020
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.
Fidelity Advisor Semiconductors M (FELTX - Free Report) has a 1.39% expense ratio and 0.54% management fee. FELTX 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. With yearly returns of 20.61% over the last five years, this fund clearly wins.
Janus Henderson Forty T (JACTX - Free Report) : 0.92% expense ratio and 0.63% management fee. JACTX 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. JACTX, with annual returns of 16.01% over the last five years, is a well-diversified fund with a long track record of success.
Franklin Small-Mid Cap Growth R (FSMRX - Free Report) . Expense ratio: 1.11%. Management fee: 0.46%. Five year annual return: 11.01%. FSMRX is a Small Cap Growth mutual fund and tends to feature small companies in up-and-coming industries and markets.
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.