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Are these 3 Top-Ranked Mutual Funds In 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 best way to shortlist great mutual funds is to ensure solid performance, diversification, and low fees. Some are better than others, but utilizing the Zacks Mutual Fund Rank, we have identified three mutual funds that could be solid additions to one's retirement portfolio.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
Steward Values Enhanced Intl R6 (SNTFX) has a 0.66% expense ratio and 0.37% management fee. SNTFX 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 14.44% over the last five years, this fund clearly wins.
BlackRock Eurofund K (MKEFX) is a stand out amongst its peers. MKEFX is one of many Europe - Equity mutual funds, which are known for investing their assets in stocks based in countries like Great Britain, Germany, France, Italy, and Spain. With five-year annualized performance of 12.09%, expense ratio of 0.88% and management fee of 0.75%, this diversified fund is an attractive buy with a strong history of performance.
Emerald Growth Fund A (HSPGX - Free Report) is an attractive large-cap allocation. HSPGX is a Small Cap Growth mutual fund and tends to feature small companies in up-and-coming industries and markets. HSPGX has an expense ratio of 1.02%, management fee of 0.61%, and annual returns of 12.47% over the past five years.
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?
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 best way to shortlist great mutual funds is to ensure solid performance, diversification, and low fees. Some are better than others, but utilizing the Zacks Mutual Fund Rank, we have identified three mutual funds that could be solid additions to one's retirement portfolio.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
Steward Values Enhanced Intl R6 (SNTFX) has a 0.66% expense ratio and 0.37% management fee. SNTFX 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 14.44% over the last five years, this fund clearly wins.
BlackRock Eurofund K (MKEFX) is a stand out amongst its peers. MKEFX is one of many Europe - Equity mutual funds, which are known for investing their assets in stocks based in countries like Great Britain, Germany, France, Italy, and Spain. With five-year annualized performance of 12.09%, expense ratio of 0.88% and management fee of 0.75%, this diversified fund is an attractive buy with a strong history of performance.
Emerald Growth Fund A (HSPGX - Free Report) is an attractive large-cap allocation. HSPGX is a Small Cap Growth mutual fund and tends to feature small companies in up-and-coming industries and markets. HSPGX has an expense ratio of 1.02%, management fee of 0.61%, and annual returns of 12.47% over the past five years.
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.