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Janus Henderson Global Life Sci A (JFNAX) - free report >>
Black Oak Emerging Technology (BOGSX) - free report >>
Brown Advisory Sustainable Gwth Adv (BAWAX) - free report >>
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3 Great Mutual Fund Picks for Your Retirement
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 best way to shortlist great mutual funds is to ensure solid performance, diversification, and low fees. Some are better than others, but utilizing the Zacks Mutual Fund Rank, we have identified three mutual funds that could be solid additions to one's retirement portfolio.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
If you are looking to diversify your portfolio, consider Brown Advisory Sustainable Growth Adviser (BAWAX - Free Report) . BAWAX is a Large Cap Growth mutual fund, and these funds invest in many large U.S. firms that are projected to grow at a faster rate than their large-cap peers. This fund is a winner, boasting an expense ratio of 1.03%, management fee of 0.53%, and a five-year annualized return track record of 11.61%.
Black Oak Emerging Technology Fund (BOGSX - Free Report) is a stand out amongst its peers. With a much more diversified approach, BOGSX--part of the Sector - Tech mutual fund category--gives investors a way to own a stake in the notoriously risky tech sector. With five-year annualized performance of 11.91%, expense ratio of 1% and management fee of 0.74%, this diversified fund is an attractive buy with a strong history of performance.
Janus Henderson Global Life Science A (JFNAX - Free Report) : 0.98% expense ratio and 0.64% management fee. JFNAX is part of the Sector - Health category, offering investors a focus on the healthcare industry, one of the largest sectors in the American economy. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 11.77% over the last five years.
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.