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3 Top-Ranked Mutual Funds for Your Retirement - December 18, 2019
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The funds in our "Magnificent Retirement Mutual Funds" list are some of the top-performing, best managed funds available. If you're already invested in them, congratulations! If you're not, don't worry - it's never too late to start getting the advantages of these outstanding funds for your retirement.
The easiest, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Our Zacks Rank 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 #1 (Strong Buy) Zacks Rank and have low fees.
Virtus KAR Small Cap Sustain Growth I (PXSGX - Free Report) : 1.11% expense ratio and 0.82% management fee. PXSGX is a Small Cap Growth mutual fund building their portfolio around stocks with market caps under $2 billion and large growth opportunities. PXSGX has achieved five-year annual returns of an astounding 22.61%.
T. Rowe Price Blue Chip Growth Fund (TRBCX - Free Report) : 0.69% expense ratio and 0.56% management fee. TRBCX is a Large Cap Growth mutual fund, and these funds invest in many large U.S. firms that are projected to grow at a faster rate than their large-cap peers. With yearly returns of 12.88% over the last five years, TRBCX is an effectively diversified fund with a long reputation of solidly positive performance.
Neuberger Berman Mid Cap Growth R3 (NMGRX - Free Report) : 1.33% expense ratio and 0.76% management fee. NMGRX is a Mid Cap Growth mutual fund. These mutual funds choose companies with a stock market valuation between $2 billion and $10 billion. With a five-year annual return of 10.44%, this fund is a well-diversified fund with a long track record of success.
So, there you have it - if your advisor has you invested in any of our "Magnificent Retirement Mutual Funds," they are certainly earning their keep. If not, you may want to look elsewhere.
Do You Know the Top 9 Retirement Investing Mistakes?
Investing in underperforming mutual funds is just one of the key errors that can derail your retirement plans.
Image: Bigstock
3 Top-Ranked Mutual Funds for Your Retirement - December 18, 2019
The funds in our "Magnificent Retirement Mutual Funds" list are some of the top-performing, best managed funds available. If you're already invested in them, congratulations! If you're not, don't worry - it's never too late to start getting the advantages of these outstanding funds for your retirement.
The easiest, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Our Zacks Rank 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 #1 (Strong Buy) Zacks Rank and have low fees.
Virtus KAR Small Cap Sustain Growth I (PXSGX - Free Report) : 1.11% expense ratio and 0.82% management fee. PXSGX is a Small Cap Growth mutual fund building their portfolio around stocks with market caps under $2 billion and large growth opportunities. PXSGX has achieved five-year annual returns of an astounding 22.61%.
T. Rowe Price Blue Chip Growth Fund (TRBCX - Free Report) : 0.69% expense ratio and 0.56% management fee. TRBCX is a Large Cap Growth mutual fund, and these funds invest in many large U.S. firms that are projected to grow at a faster rate than their large-cap peers. With yearly returns of 12.88% over the last five years, TRBCX is an effectively diversified fund with a long reputation of solidly positive performance.
Neuberger Berman Mid Cap Growth R3 (NMGRX - Free Report) : 1.33% expense ratio and 0.76% management fee. NMGRX is a Mid Cap Growth mutual fund. These mutual funds choose companies with a stock market valuation between $2 billion and $10 billion. With a five-year annual return of 10.44%, this fund is a well-diversified fund with a long track record of success.
So, there you have it - if your advisor has you invested in any of our "Magnificent Retirement Mutual Funds," they are certainly earning their keep. If not, you may want to look elsewhere.
Do You Know the Top 9 Retirement Investing Mistakes?
Investing in underperforming mutual funds is just one of the key errors that can derail your retirement plans.
To learn more, read our just-released report: 9 Retirement Mistakes You Need to Avoid.