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 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 MFS Blended Research Core Equity B (MUSBX). MUSBX is classified as a Large Cap Blend fund. More often than not, Large Cap Blend mutual funds invest in companies with a market cap of over $10 billion. Buying stakes in bigger companies offer these funds more stability, and are well-suited for investors with a "buy and hold" mindset. This fund is a winner, boasting an expense ratio of 1.38%, management fee of 0.25%, and a five-year annualized return track record of 12.65%.
American Funds Growth Port F3 (GWPDX - Free Report) : 0.02% expense ratio and 0% management fee. GWPDX is a Large Cap Growth mutual fund, and these funds invest in many large U.S. firms that are projected to grow at a faster rate than their large-cap peers. GWPDX, with annual returns of 10.42% over the last five years, is a well-diversified fund with a long track record of success.
DWS Equity Sector Strategy C (SUPCX) is an attractive large-cap allocation. SUPCX 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. SUPCX has an expense ratio of 1.48%, management fee of 0.28%, and annual returns of 10.94% 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.
View the Zacks #1 Rank List
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 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 MFS Blended Research Core Equity B (MUSBX). MUSBX is classified as a Large Cap Blend fund. More often than not, Large Cap Blend mutual funds invest in companies with a market cap of over $10 billion. Buying stakes in bigger companies offer these funds more stability, and are well-suited for investors with a "buy and hold" mindset. This fund is a winner, boasting an expense ratio of 1.38%, management fee of 0.25%, and a five-year annualized return track record of 12.65%.
American Funds Growth Port F3 (GWPDX - Free Report) : 0.02% expense ratio and 0% management fee. GWPDX is a Large Cap Growth mutual fund, and these funds invest in many large U.S. firms that are projected to grow at a faster rate than their large-cap peers. GWPDX, with annual returns of 10.42% over the last five years, is a well-diversified fund with a long track record of success.
DWS Equity Sector Strategy C (SUPCX) is an attractive large-cap allocation. SUPCX 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. SUPCX has an expense ratio of 1.48%, management fee of 0.28%, and annual returns of 10.94% 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.