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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.
If you are looking to diversify your portfolio, consider MFS Blended Research Intl Eq R6 (BRXVX - Free Report) . BRXVX is a part of the Non US - Equity fund category, many of which will focus across all cap levels, and will typically allocate their investments between emerging and developed markets. This fund is a winner, boasting an expense ratio of 0.57%, management fee of 0.5%, and a five-year annualized return track record of 12.85%.
Janus Henderson Global Research A (JDWAX): 1.11% expense ratio and 0.59% management fee. JDWAX 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 yearly returns of 13.4% over the last five years, JDWAX is an effectively diversified fund with a long reputation of solidly positive performance.
T. Rowe Price New Era I (TRNEX): 0.57% expense ratio and 0.53% management fee. TRNEX is a Sector - Energy fund, which are comprised of various changing and hugely important industries throughout the massive global energy sector. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 13.03% 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 learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
If you are looking to diversify your portfolio, consider MFS Blended Research Intl Eq R6 (BRXVX - Free Report) . BRXVX is a part of the Non US - Equity fund category, many of which will focus across all cap levels, and will typically allocate their investments between emerging and developed markets. This fund is a winner, boasting an expense ratio of 0.57%, management fee of 0.5%, and a five-year annualized return track record of 12.85%.
Janus Henderson Global Research A (JDWAX): 1.11% expense ratio and 0.59% management fee. JDWAX 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 yearly returns of 13.4% over the last five years, JDWAX is an effectively diversified fund with a long reputation of solidly positive performance.
T. Rowe Price New Era I (TRNEX): 0.57% expense ratio and 0.53% management fee. TRNEX is a Sector - Energy fund, which are comprised of various changing and hugely important industries throughout the massive global energy sector. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 13.03% 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.