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BNY Mellon Income Stock M (MPISX) - free report >>
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BNY Mellon Income Stock M (MPISX) - free report >>
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3 Magnificent Mutual Funds to Maximize Your Retirement Portfolio
There is never a wrong time to invest in mutual funds for retirement. So, if you're still looking for the best mutual funds, the Zacks Mutual Fund Rank can be a great guide.
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.
Janus Henderson Enterprise D (JANEX - Free Report) has a 0.8% expense ratio and 0.64% management fee. JANEX is a Mid Cap Growth mutual fund. Mid Cap Growth funds pick stocks--usually companies with a market cap between $2 billion and $10 billion--that demonstrate extensive growth opportunities for investors compared to their peers. With yearly returns of 10.83% over the last five years, this fund clearly wins.
BNY Mellon Income Stock Fund M (MPISX - Free Report) : 0.85% expense ratio and 0.65% management fee. MPISX is part of the Large Cap Blend section, and these mutual funds most often invest in firms with a market capitalization of $10 billion or more. By investing in bigger companies, these funds offer more stability, and are often well-suited for investors with a "buy and hold" mindset. MPISX, with annual returns of 10.06% over the last five years, is a well-diversified fund with a long track record of success.
Neuberger Berman Guardian Trust (NBGTX - Free Report) : 1.05% expense ratio and 0.88% management fee. NBGTX is a Large Cap Value mutual fund, which invests in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. With a five-year annual return of 14.06%, 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.