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3 Top-Performing Mutual Funds to Consider for Your Retirement Portfolio
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Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds.
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 break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
If you are looking to diversify your portfolio, consider Great-West Multi Manager Large Cap Growth (MXLGX - Free Report) . MXLGX 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. This fund is a winner, boasting an expense ratio of 1%, management fee of 0.64%, and a five-year annualized return track record of 13.26%.
Virtus KAR Small-Cap Core A (PKSAX - Free Report) is a stand out amongst its peers. PKSAX is a Small Cap Blend mutual fund, allowing investors a way to diversify their funds among various types of small-cap stocks. With five-year annualized performance of 13.53%, expense ratio of 1.25% and management fee of 0.75%, this diversified fund is an attractive buy with a strong history of performance.
ProFunds Semicond UltraSector Investor (SMPIX - Free Report) : 1.49% expense ratio and 0.75% management fee. With a much more diversified approach, SMPIX--part of the Sector - Tech mutual fund category--gives investors a way to own a stake in the notoriously risky tech sector. With a five-year annual return of 11.75%, 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 Top-Performing Mutual Funds to Consider for Your Retirement Portfolio
Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds.
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 break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
If you are looking to diversify your portfolio, consider Great-West Multi Manager Large Cap Growth (MXLGX - Free Report) . MXLGX 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. This fund is a winner, boasting an expense ratio of 1%, management fee of 0.64%, and a five-year annualized return track record of 13.26%.
Virtus KAR Small-Cap Core A (PKSAX - Free Report) is a stand out amongst its peers. PKSAX is a Small Cap Blend mutual fund, allowing investors a way to diversify their funds among various types of small-cap stocks. With five-year annualized performance of 13.53%, expense ratio of 1.25% and management fee of 0.75%, this diversified fund is an attractive buy with a strong history of performance.
ProFunds Semicond UltraSector Investor (SMPIX - Free Report) : 1.49% expense ratio and 0.75% management fee. With a much more diversified approach, SMPIX--part of the Sector - Tech mutual fund category--gives investors a way to own a stake in the notoriously risky tech sector. With a five-year annual return of 11.75%, 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.