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3 Top-Performing Mutual Funds to Consider for Your Retirement Portfolio- December 19, 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.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Cohen & Steers Real Estate Security A (CSEIX - Free Report) : 1.12% expense ratio and 0.68% management fee. Sector - Real Estate funds like CSEIX are known to invest in real estate investment trusts (REITs). A popular income vehicle thanks to its taxation rules, a REIT is required to pay out at least 90% of its income annually to avoid double taxation. With annual returns of 11.3% over the last five years, this fund is a winner.
MFS Mass Investors Growth Stock B (MIGBX - Free Report) : 1.47% expense ratio and 0.33% management fee. MIGBX 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 12.32% over the last five years, MIGBX is an effectively diversified fund with a long reputation of solidly positive performance.
AB Small Cap Growth K (QUAKX - Free Report) : 1.09% expense ratio and 0.75% management fee. QUAKX is one of many Small Cap Growth mutual funds; these funds tend to create their portfolios around stocks with market capitalization of less than $2 billion. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 11.78% over the last 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.
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-Performing Mutual Funds to Consider for Your Retirement Portfolio- December 19, 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.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Cohen & Steers Real Estate Security A (CSEIX - Free Report) : 1.12% expense ratio and 0.68% management fee. Sector - Real Estate funds like CSEIX are known to invest in real estate investment trusts (REITs). A popular income vehicle thanks to its taxation rules, a REIT is required to pay out at least 90% of its income annually to avoid double taxation. With annual returns of 11.3% over the last five years, this fund is a winner.
MFS Mass Investors Growth Stock B (MIGBX - Free Report) : 1.47% expense ratio and 0.33% management fee. MIGBX 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 12.32% over the last five years, MIGBX is an effectively diversified fund with a long reputation of solidly positive performance.
AB Small Cap Growth K (QUAKX - Free Report) : 1.09% expense ratio and 0.75% management fee. QUAKX is one of many Small Cap Growth mutual funds; these funds tend to create their portfolios around stocks with market capitalization of less than $2 billion. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 11.78% over the last 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.
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.