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3 Top-Performing Mutual Funds to Consider for 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 learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
UBS Intl Sustainable Equity P
(BNUEX - Free Report) has a 1% expense ratio and 0.8% management fee. BNUEX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. With yearly returns of 10.85% over the last five years, this fund clearly wins.
Franklin Income Advisor
(FRIAX - Free Report) : 0.45% expense ratio and 0.38% management fee. FRIAX is classified as an Allocation Balanced fund, which seeks to invest in a balance of asset types, like stocks, bonds, and cash, and including precious metals or commodities is not unusual. With yearly returns of 10.54% over the last five years, FRIAX is an effectively diversified fund with a long reputation of solidly positive performance.
Janus Henderson Venture S
(JVTSX - Free Report) : 1.17% expense ratio and 0.64% management fee. JVTSX is a Small Cap Growth mutual fund and tends to feature small companies in up-and-coming industries and markets. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 11.46% 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.
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3 Top-Performing Mutual Funds to Consider for 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 learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
UBS Intl Sustainable Equity P
(BNUEX - Free Report) has a 1% expense ratio and 0.8% management fee. BNUEX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. With yearly returns of 10.85% over the last five years, this fund clearly wins.Franklin Income Advisor
(FRIAX - Free Report) : 0.45% expense ratio and 0.38% management fee. FRIAX is classified as an Allocation Balanced fund, which seeks to invest in a balance of asset types, like stocks, bonds, and cash, and including precious metals or commodities is not unusual. With yearly returns of 10.54% over the last five years, FRIAX is an effectively diversified fund with a long reputation of solidly positive performance.Janus Henderson Venture S
(JVTSX - Free Report) : 1.17% expense ratio and 0.64% management fee. JVTSX is a Small Cap Growth mutual fund and tends to feature small companies in up-and-coming industries and markets. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 11.46% 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.