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Are these 3 Top-Ranked Mutual Funds In 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, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. The Zacks Mutual Fund Rank, which covers over 19,000 mutual funds, has helped us identify three outstanding options that are perfect for any long-term investors' portfolios that is retirement-focused.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
If you are looking to diversify your portfolio, consider NYLI Winslow LargeCap Grow A (MLAAX - Free Report) . MLAAX is a Large Cap Growth option; these mutual funds purchase stakes in numerous large U.S. companies that are expected to develop and grow at a faster rate than other large-cap stocks. This fund is a winner, boasting an expense ratio of 0.94%, management fee of 0.61%, and a five-year annualized return track record of 15.17%.
Praxis Value Index I (MVIIX): 0.38% expense ratio and 0.24% management fee. MVIIX is a part of the Large Cap Value category, and invests in equities with a market capitalization of $10 billion or more, but whose share prices do not reflect their intrinsic value. With yearly returns of 13.47% over the last five years, MVIIX is an effectively diversified fund with a long reputation of solidly positive performance.
PIMCO Dividend & Income A (PQIZX). Expense ratio: 1.05%. Management fee: 0.79%. Five year annual return: 11.66%. PQIZX 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.
There you have it. If your financial advisor had you put your money into any of our top-ranked funds, then they've got you covered. If not, you may need to talk.
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Are these 3 Top-Ranked Mutual Funds In 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, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. The Zacks Mutual Fund Rank, which covers over 19,000 mutual funds, has helped us identify three outstanding options that are perfect for any long-term investors' portfolios that is retirement-focused.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
If you are looking to diversify your portfolio, consider NYLI Winslow LargeCap Grow A (MLAAX - Free Report) . MLAAX is a Large Cap Growth option; these mutual funds purchase stakes in numerous large U.S. companies that are expected to develop and grow at a faster rate than other large-cap stocks. This fund is a winner, boasting an expense ratio of 0.94%, management fee of 0.61%, and a five-year annualized return track record of 15.17%.
Praxis Value Index I (MVIIX): 0.38% expense ratio and 0.24% management fee. MVIIX is a part of the Large Cap Value category, and invests in equities with a market capitalization of $10 billion or more, but whose share prices do not reflect their intrinsic value. With yearly returns of 13.47% over the last five years, MVIIX is an effectively diversified fund with a long reputation of solidly positive performance.
PIMCO Dividend & Income A (PQIZX). Expense ratio: 1.05%. Management fee: 0.79%. Five year annual return: 11.66%. PQIZX 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.
There you have it. If your financial advisor had you put your money into any of our top-ranked funds, then they've got you covered. If not, you may need to talk.