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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.
PGIM Jennison Equity Income A (SPQAX): 1.13% expense ratio and 0.74% management fee. SPQAX 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. SPQAX has achieved five-year annual returns of an astounding 10.73%.
Victory Global Mgd Volatil (UGMVX): 0.9% expense ratio and 0.6% management fee. UGMVX 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. With yearly returns of 9.7% over the last five years, UGMVX is an effectively diversified fund with a long reputation of solidly positive performance.
Columbia Seligman Communications and Information R (SCIRX - Free Report) : 1.39% expense ratio and 0.81% management fee. With a much more diversified approach, SCIRX--part of the Sector - Tech mutual fund category--gives investors a way to own a stake in the notoriously risky tech sector. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 23.53% 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.
View the Zacks #1 Rank List
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3 Top-Ranked Mutual Funds for Your Retirement
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.
PGIM Jennison Equity Income A (SPQAX): 1.13% expense ratio and 0.74% management fee. SPQAX 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. SPQAX has achieved five-year annual returns of an astounding 10.73%.
Victory Global Mgd Volatil (UGMVX): 0.9% expense ratio and 0.6% management fee. UGMVX 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. With yearly returns of 9.7% over the last five years, UGMVX is an effectively diversified fund with a long reputation of solidly positive performance.
Columbia Seligman Communications and Information R (SCIRX - Free Report) : 1.39% expense ratio and 0.81% management fee. With a much more diversified approach, SCIRX--part of the Sector - Tech mutual fund category--gives investors a way to own a stake in the notoriously risky tech sector. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 23.53% 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.