Back to top
See More Zacks Research for These Tickers
Normally $25 each - click below to receive one report FREE:
Virtus Convertible A (ANZAX) - free report >>
Janus Henderson VIT Enterprise Inst (JAAGX) - free report >>
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.
Virtus Convertible A (ANZAX) - free report >>
Janus Henderson VIT Enterprise Inst (JAAGX) - free report >>
Image: Bigstock
3 Top-Performing Mutual Funds to Consider for Your Retirement Portfolio
It is never too late to invest in mutual funds for retirement. As such, if you plan to invest in some of the best funds, the Zacks Mutual Fund Rank can provide you with valuable guidance.
The easiest, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. The Zacks Mutual Fund Rank, which 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 take a look at some of our top-ranked mutual funds with the lowest fees.
AllianzGI Convertible Fund A (ANZAX - Free Report) : 0.96% expense ratio and 0.57% management fee. ANZAX is a Convertible Bonds fund, which are unique investment opportunities because they have both fixed income and equity components, making them hybrid securities. With annual returns of 12.97% over the last five years, this fund is a winner.
Janus Henderson Enterprise Institutional (JAAGX - Free Report) . Expense ratio: 0.71%. Management fee: 0.64%. JAAGX 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. This fund has managed to produce a robust 12.64% over the last five years.
Lord Abbett Growth Leaders A (LGLAX - Free Report) is an attractive large-cap allocation. LGLAX 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. LGLAX has an expense ratio of 0.91%, management fee of 0.51%, and annual returns of 15.87% over the past five years.
We hope that your investment advisor (if you use one) has you invested in one or all of the top-ranked mutual funds we've reviewed. But if that isn't the case, it might be time to have a conversation or reconsider this vitally important relationship.