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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 take a look at some of our top-ranked mutual funds with the lowest fees.
DWS Science and Technology Inst
(KTCIX - Free Report) : 0.68% expense ratio and 0.45% management fee. KTCIX is part of the Sector - Tech mutual fund category that invests in technology and lets investors own a stake in a notoriously volatile sector, but with a much more diversified approach. With annual returns of 17.88% over the last five years, this fund is a winner.
JHancock Global Shr/Hlder Yld A
(JGYAX - Free Report) : 1.09% expense ratio and 0.8% management fee. JGYAX is a Global - Equity mutual fund. These funds invest in large markets like the U.S., Europe, and Japan, and operate with very few geographical limitations. With yearly returns of 12.7% over the last five years, JGYAX is an effectively diversified fund with a long reputation of solidly positive performance.
Putnam Small Cap Value Y
(PYSVX - Free Report) : 0.89% expense ratio and 0.62% management fee. PYSVX is a Small Cap Value mutual fund, investing in small companies with stock market valuation less than $2 billion. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 16.7% over the last five years.
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
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 take a look at some of our top-ranked mutual funds with the lowest fees.
DWS Science and Technology Inst
(KTCIX - Free Report) : 0.68% expense ratio and 0.45% management fee. KTCIX is part of the Sector - Tech mutual fund category that invests in technology and lets investors own a stake in a notoriously volatile sector, but with a much more diversified approach. With annual returns of 17.88% over the last five years, this fund is a winner.JHancock Global Shr/Hlder Yld A
(JGYAX - Free Report) : 1.09% expense ratio and 0.8% management fee. JGYAX is a Global - Equity mutual fund. These funds invest in large markets like the U.S., Europe, and Japan, and operate with very few geographical limitations. With yearly returns of 12.7% over the last five years, JGYAX is an effectively diversified fund with a long reputation of solidly positive performance.Putnam Small Cap Value Y
(PYSVX - Free Report) : 0.89% expense ratio and 0.62% management fee. PYSVX is a Small Cap Value mutual fund, investing in small companies with stock market valuation less than $2 billion. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 16.7% over the last five years.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.