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3 Magnificent Mutual Funds to Maximize Your Retirement Portfolio
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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 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 learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
AQR Global Equity Fund I
(AQGIX - Free Report) : 0.8% expense ratio and 0.6% management fee. AQGIX is a Global - Equity mutual fund investing in bigger markets like the U.S., Europe, and Japan; these kinds of funds aren't limited by geography. With annual returns of 15.25% over the last five years, this fund is a winner.
American Funds Investor Company of America 529A
(CICAX - Free Report) : 0.6% expense ratio and 0.23% management fee. CICAX 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. With yearly returns of 16.83% over the last five years, CICAX is an effectively diversified fund with a long reputation of solidly positive performance.
Neuberger Berman Mid Cap Growth R3
(NMGRX - Free Report) is an attractive large-cap allocation. NMGRX 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. NMGRX has an expense ratio of 1.31%, management fee of 0.75%, and annual returns of 11.56% over the past 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.
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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 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 learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
AQR Global Equity Fund I
(AQGIX - Free Report) : 0.8% expense ratio and 0.6% management fee. AQGIX is a Global - Equity mutual fund investing in bigger markets like the U.S., Europe, and Japan; these kinds of funds aren't limited by geography. With annual returns of 15.25% over the last five years, this fund is a winner.American Funds Investor Company of America 529A
(CICAX - Free Report) : 0.6% expense ratio and 0.23% management fee. CICAX 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. With yearly returns of 16.83% over the last five years, CICAX is an effectively diversified fund with a long reputation of solidly positive performance.Neuberger Berman Mid Cap Growth R3
(NMGRX - Free Report) is an attractive large-cap allocation. NMGRX 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. NMGRX has an expense ratio of 1.31%, management fee of 0.75%, and annual returns of 11.56% over the past 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.