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Make the Most of Your Retirement with These Top-Ranked Mutual Funds - December 19, 2019
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If you're invested in any of the funds in our "Magnificent Retirement Mutual Funds" list, congratulations on owning some of the best managed and top-performing mutual funds. If you are lucky enough to discover our list of Top-Ranked Funds for the first time, it's never too late to start investing with the best, especially when it comes to your retirement.
The easiest way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Using our Zacks 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.
Here are the funds that have achieved the #1 (Strong Buy) Zacks Rank and have low fees.
If you are looking to diversify your portfolio, consider Hartford Mid Cap Fund HLS IB (HBMCX - Free Report) . HBMCX is a Mid Cap Blend mutual fund. These funds usually seek a stock portfolio of various size and style, which allows for diversification when the focus is on companies with a market cap in the range of $2 billion to $10 billion. This fund is a winner, boasting an expense ratio of 0.95%, management fee of 0.66%, and a five-year annualized return track record of 11.09%.
MassMutual Select Small Cap Growth Equity I (MSGZX - Free Report) . Expense ratio: 0.86%. Management fee: 0.8%. MSGZX is a Small Cap Growth mutual fund and tends to feature small companies in up-and-coming industries and markets. This fund has managed to produce a robust 10.65% over the last five years.
Walden Small Cap Innovations is an attractive large-cap allocation. WASOX is an All Cap Growth mutual fund investing in a wide variety of equities, no matter the size of the company and as long as the firm exhibits growth characteristics. WASOX has an expense ratio of 1%, management fee of 0.75%, and annual returns of 10.43% over the past five years.
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
Make the Most of Your Retirement with These Top-Ranked Mutual Funds - December 19, 2019
If you're invested in any of the funds in our "Magnificent Retirement Mutual Funds" list, congratulations on owning some of the best managed and top-performing mutual funds. If you are lucky enough to discover our list of Top-Ranked Funds for the first time, it's never too late to start investing with the best, especially when it comes to your retirement.
The easiest way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Using our Zacks 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.
Here are the funds that have achieved the #1 (Strong Buy) Zacks Rank and have low fees.
If you are looking to diversify your portfolio, consider Hartford Mid Cap Fund HLS IB (HBMCX - Free Report) . HBMCX is a Mid Cap Blend mutual fund. These funds usually seek a stock portfolio of various size and style, which allows for diversification when the focus is on companies with a market cap in the range of $2 billion to $10 billion. This fund is a winner, boasting an expense ratio of 0.95%, management fee of 0.66%, and a five-year annualized return track record of 11.09%.
MassMutual Select Small Cap Growth Equity I (MSGZX - Free Report) . Expense ratio: 0.86%. Management fee: 0.8%. MSGZX is a Small Cap Growth mutual fund and tends to feature small companies in up-and-coming industries and markets. This fund has managed to produce a robust 10.65% over the last five years.
Walden Small Cap Innovations is an attractive large-cap allocation. WASOX is an All Cap Growth mutual fund investing in a wide variety of equities, no matter the size of the company and as long as the firm exhibits growth characteristics. WASOX has an expense ratio of 1%, management fee of 0.75%, and annual returns of 10.43% over the past five years.
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.