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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.
If you are looking to diversify your portfolio, consider PGIM Jennison Equity Income A (SPQAX). SPQAX 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 1.13%, management fee of 0.74%, and a five-year annualized return track record of 10.73%.
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.
ARGA International Value Instl (ARVIX - Free Report) is an attractive large-cap allocation. ARVIX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. ARVIX has an expense ratio of 0.75%, management fee of 0.6%, and annual returns of 16.85% over the past five years.
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.
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.
If you are looking to diversify your portfolio, consider PGIM Jennison Equity Income A (SPQAX). SPQAX 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 1.13%, management fee of 0.74%, and a five-year annualized return track record of 10.73%.
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.
ARGA International Value Instl (ARVIX - Free Report) is an attractive large-cap allocation. ARVIX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. ARVIX has an expense ratio of 0.75%, management fee of 0.6%, and annual returns of 16.85% over the past five years.
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.