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3 Magnificent Mutual Funds to Maximize 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 learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
If you are looking to diversify your portfolio, consider Invesco Energy Y (IENYX - Free Report) . IENYX is a Sector - Energy fund, which are comprised of various changing and hugely important industries throughout the massive global energy sector. This fund is a winner, boasting an expense ratio of 0.97%, management fee of 0.73%, and a five-year annualized return track record of 26.07%.
Nuveen Quant SmallCap Equity A (TCSEX): 0.73% expense ratio and 0.39% management fee. TCSEX 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. TCSEX, with annual returns of 10.72% over the last five years, is a well-diversified fund with a long track record of success.
Victory Diversified Stock I (VDSIX) is an attractive large-cap allocation. VDSIX 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. VDSIX has an expense ratio of 0.83%, management fee of 0.65%, and annual returns of 14.42% over the past 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 Magnificent Mutual Funds to Maximize 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 learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
If you are looking to diversify your portfolio, consider Invesco Energy Y (IENYX - Free Report) . IENYX is a Sector - Energy fund, which are comprised of various changing and hugely important industries throughout the massive global energy sector. This fund is a winner, boasting an expense ratio of 0.97%, management fee of 0.73%, and a five-year annualized return track record of 26.07%.
Nuveen Quant SmallCap Equity A (TCSEX): 0.73% expense ratio and 0.39% management fee. TCSEX 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. TCSEX, with annual returns of 10.72% over the last five years, is a well-diversified fund with a long track record of success.
Victory Diversified Stock I (VDSIX) is an attractive large-cap allocation. VDSIX 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. VDSIX has an expense ratio of 0.83%, management fee of 0.65%, and annual returns of 14.42% over the past 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.