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3 Top-Performing Mutual Funds to Consider for 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.
How can you tell a good mutual fund from a bad one? It's pretty basic: if the fund is diversified, has low fees, and shows strong performance, it's a keeper. Of course, there's a wide range, but using the Zacks Mutual Fund Rank, we've found three mutual funds that would be great additions to any long-term investors' portfolios.
Let's break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
If you are looking to diversify your portfolio, consider AQR Small Cap Multi-Style R6 (QSERX). QSERX is a Small Cap Blend mutual fund, and usually targets stocks with market caps of less than $2 billion, letting investors diversify their funds among other kinds of small-cap equities. This fund is a winner, boasting an expense ratio of 0.53%, management fee of 0.45%, and a five-year annualized return track record of 11.47%.
Goldman Sachs Enhncd Dividend Global Equity I (GIDGX - Free Report) is a stand out amongst its peers. GIDGX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. With five-year annualized performance of 10.35%, expense ratio of 0.19% and management fee of 0.15%, this diversified fund is an attractive buy with a strong history of performance.
Invesco SteelPath MLPSelect 40 R (SPMWX). Expense ratio: 1.32%. Management fee: 0.69%. Five year annual return: 23.8%. SPMWX is a Sector - Energy mutual fund, which encompasses a wide range of vastly changing and vitally important industries throughout this massive global sector.
We hope that your investment advisor (if you use one) has you invested in one or all of the top-ranked mutual funds we've reviewed. But if that isn't the case, it might be time to have a conversation or reconsider this vitally important relationship.
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3 Top-Performing Mutual Funds to Consider for 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.
How can you tell a good mutual fund from a bad one? It's pretty basic: if the fund is diversified, has low fees, and shows strong performance, it's a keeper. Of course, there's a wide range, but using the Zacks Mutual Fund Rank, we've found three mutual funds that would be great additions to any long-term investors' portfolios.
Let's break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
If you are looking to diversify your portfolio, consider AQR Small Cap Multi-Style R6 (QSERX). QSERX is a Small Cap Blend mutual fund, and usually targets stocks with market caps of less than $2 billion, letting investors diversify their funds among other kinds of small-cap equities. This fund is a winner, boasting an expense ratio of 0.53%, management fee of 0.45%, and a five-year annualized return track record of 11.47%.
Goldman Sachs Enhncd Dividend Global Equity I (GIDGX - Free Report) is a stand out amongst its peers. GIDGX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. With five-year annualized performance of 10.35%, expense ratio of 0.19% and management fee of 0.15%, this diversified fund is an attractive buy with a strong history of performance.
Invesco SteelPath MLPSelect 40 R (SPMWX). Expense ratio: 1.32%. Management fee: 0.69%. Five year annual return: 23.8%. SPMWX is a Sector - Energy mutual fund, which encompasses a wide range of vastly changing and vitally important industries throughout this massive global sector.
We hope that your investment advisor (if you use one) has you invested in one or all of the top-ranked mutual funds we've reviewed. But if that isn't the case, it might be time to have a conversation or reconsider this vitally important relationship.