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3 Top-Performing Mutual Funds to Consider for Your Retirement Portfolio
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Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds.
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.
Third Avenue Value Z (TAVZX) has a 1.06% expense ratio and 0.9% management fee. TAVZX is a Small Cap Value fund, and these funds are known for investing in companies with market caps under $2 billion. With yearly returns of 19.64% over the last five years, this fund clearly wins.
T. Rowe Price Science & Tech I (TSNIX). Expense ratio: 0.67%. Management fee: 0.63%. TSNIX 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. This fund has managed to produce a robust 14.72% over the last five years.
American Funds Grw&Inc Port ABLE-A (CGNGX - Free Report) : 0.24% expense ratio and 0% management fee. CGNGX 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. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 10.42% over the last 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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3 Top-Performing Mutual Funds to Consider for Your Retirement Portfolio
Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds.
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.
Third Avenue Value Z (TAVZX) has a 1.06% expense ratio and 0.9% management fee. TAVZX is a Small Cap Value fund, and these funds are known for investing in companies with market caps under $2 billion. With yearly returns of 19.64% over the last five years, this fund clearly wins.
T. Rowe Price Science & Tech I (TSNIX). Expense ratio: 0.67%. Management fee: 0.63%. TSNIX 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. This fund has managed to produce a robust 14.72% over the last five years.
American Funds Grw&Inc Port ABLE-A (CGNGX - Free Report) : 0.24% expense ratio and 0% management fee. CGNGX 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. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 10.42% over the last 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.