We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
3 Top-Performing Mutual Funds to Consider for Your Retirement Portfolio
Read MoreHide Full Article
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 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.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Janus Henderson Contrarian T (JSVAX): 0.76% expense ratio and 0.49% management fee. JSVAX is a Large Cap Value mutual fund, which invests in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. With annual returns of 8.91% over the last five years, this fund is a winner.
Dean Mid Cap Value Fund (DALCX - Free Report) is a stand out amongst its peers. DALCX is a Mid Cap Value mutual funds that aims to target medium-sized companies that possess strong value and income opportunities for investors. With five-year annualized performance of 12.7%, expense ratio of 0.85% and management fee of 0.75%, this diversified fund is an attractive buy with a strong history of performance.
Mondrian Global Equity Value (MPGVX) is an attractive large-cap allocation. MPGVX 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 MPGVX has an expense ratio of 0.74%, management fee of 0.65%, and annual returns of 11.39% over the past 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.
See More Zacks Research for These Tickers
Normally $25 each - click below to receive one report FREE:
Image: Bigstock
3 Top-Performing Mutual Funds to Consider for 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 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.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Janus Henderson Contrarian T (JSVAX): 0.76% expense ratio and 0.49% management fee. JSVAX is a Large Cap Value mutual fund, which invests in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. With annual returns of 8.91% over the last five years, this fund is a winner.
Dean Mid Cap Value Fund (DALCX - Free Report) is a stand out amongst its peers. DALCX is a Mid Cap Value mutual funds that aims to target medium-sized companies that possess strong value and income opportunities for investors. With five-year annualized performance of 12.7%, expense ratio of 0.85% and management fee of 0.75%, this diversified fund is an attractive buy with a strong history of performance.
Mondrian Global Equity Value (MPGVX) is an attractive large-cap allocation. MPGVX 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 MPGVX has an expense ratio of 0.74%, management fee of 0.65%, and annual returns of 11.39% over the past 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.