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Are these 3 Top-Ranked Mutual Funds In 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, 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.
PIMCO Stock Plus International (U.S. Dollar-Hedged) A (PIPAX): 1.15% expense ratio and 0.9% management fee. PIPAX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. With annual returns of 12.58% over the last five years, this fund is a winner.
Emerald Growth Fund A (HSPGX): 0.95% expense ratio and 0.58% management fee. HSPGX is a Small Cap Growth mutual fund and tends to feature small companies in up-and-coming industries and markets. HSPGX, with annual returns of 10.38% over the last five years, is a well-diversified fund with a long track record of success.
American Funds Investor Company of America F1 (AICFX - Free Report) is an attractive large-cap allocation. AICFX 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. AICFX has an expense ratio of 0.63%, management fee of 0.23%, and annual returns of 13.68% 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
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Are these 3 Top-Ranked Mutual Funds In 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, 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.
PIMCO Stock Plus International (U.S. Dollar-Hedged) A (PIPAX): 1.15% expense ratio and 0.9% management fee. PIPAX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. With annual returns of 12.58% over the last five years, this fund is a winner.
Emerald Growth Fund A (HSPGX): 0.95% expense ratio and 0.58% management fee. HSPGX is a Small Cap Growth mutual fund and tends to feature small companies in up-and-coming industries and markets. HSPGX, with annual returns of 10.38% over the last five years, is a well-diversified fund with a long track record of success.
American Funds Investor Company of America F1 (AICFX - Free Report) is an attractive large-cap allocation. AICFX 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. AICFX has an expense ratio of 0.63%, management fee of 0.23%, and annual returns of 13.68% 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.