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3 Magnificent Mutual Funds to Maximize Your Retirement Portfolio
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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 way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Using the Zacks Mutual Fund 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 take a look at some of our top-ranked mutual funds with the lowest fees.
If you are looking to diversify your portfolio, consider Nationwide Growth Fund IS (NGISX - Free Report) . NGISX 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. This fund is a winner, boasting an expense ratio of 0.64%, management fee of 0.45%, and a five-year annualized return track record of 14.31%.
Wells Fargo Disciplined US Core Admiral (EVSYX - Free Report) is a stand out amongst its peers. EVSYX 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. With five-year annualized performance of 11.5%, expense ratio of 0.78% and management fee of 0.35%, this diversified fund is an attractive buy with a strong history of performance.
Calvert Global Energy Solutions I (CAEIX - Free Report) : 0.99% expense ratio and 0.87% management fee. CAEIX is classified as a Sector - Energy mutual fund. Throughout the massive global energy sector, these funds hold a wide range of quickly changing and vitally important industries. With a five-year annual return of 12.48%, this fund is a well-diversified fund with a long track record of success.
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.
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3 Magnificent Mutual Funds to Maximize 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 way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Using the Zacks Mutual Fund 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 take a look at some of our top-ranked mutual funds with the lowest fees.
If you are looking to diversify your portfolio, consider Nationwide Growth Fund IS (NGISX - Free Report) . NGISX 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. This fund is a winner, boasting an expense ratio of 0.64%, management fee of 0.45%, and a five-year annualized return track record of 14.31%.
Wells Fargo Disciplined US Core Admiral (EVSYX - Free Report) is a stand out amongst its peers. EVSYX 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. With five-year annualized performance of 11.5%, expense ratio of 0.78% and management fee of 0.35%, this diversified fund is an attractive buy with a strong history of performance.
Calvert Global Energy Solutions I (CAEIX - Free Report) : 0.99% expense ratio and 0.87% management fee. CAEIX is classified as a Sector - Energy mutual fund. Throughout the massive global energy sector, these funds hold a wide range of quickly changing and vitally important industries. With a five-year annual return of 12.48%, this fund is a well-diversified fund with a long track record of success.
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.