We use cookies to understand how you use our site and to improve your experience. This includes personalizing content and advertising. To learn more, click here. By continuing to use our site, you accept our use of cookies, revised Privacy Policy and Terms of Service.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
Make the Most of Your Retirement with These Top-Ranked Mutual Funds - January 02, 2020
Read MoreHide Full Article
The funds in our "Magnificent Retirement Mutual Funds" list are among the best managed and best performing mutual funds available. If you are just finding out about our Top-Ranked Funds list, we welcome you!
Great performance, diversification, and low fees: it's a pretty simple formula for a great mutual fund. Some are better than others, but utilizing our Zacks Rank, we have identified three mutual funds that would make great additions to long-term investors' portfolios.
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 Loomis Sayles Small Cap Growth I (LSSIX - Free Report) . LSSIX 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. This fund is a winner, boasting an expense ratio of 0.94%, management fee of 0.75%, and a five-year annualized return track record of 11.17%.
Principal Equity Income I (PEIIX - Free Report) : 0.52% expense ratio and 0.51% management fee. PEIIX is a Large Cap Value mutual fund, which invests in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. With yearly returns of 10.17% over the last five years, PEIIX is an effectively diversified fund with a long reputation of solidly positive performance.
VY T. Rowe Price Diversified Mid Cap Growth Service Class (IAXSX - Free Report) : 1.03% expense ratio and 0.74% management fee. IAXSX is a Mid Cap Growth mutual fund. These mutual funds choose companies with a stock market valuation between $2 billion and $10 billion. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 12.11% over the last five years.
These examples highlight the fact that there are some astonishingly good mutual funds out there. If your advisor has you in the good ones, bravo! If not, you may need to have a talk.
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 - January 02, 2020
The funds in our "Magnificent Retirement Mutual Funds" list are among the best managed and best performing mutual funds available. If you are just finding out about our Top-Ranked Funds list, we welcome you!
Great performance, diversification, and low fees: it's a pretty simple formula for a great mutual fund. Some are better than others, but utilizing our Zacks Rank, we have identified three mutual funds that would make great additions to long-term investors' portfolios.
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 Loomis Sayles Small Cap Growth I (LSSIX - Free Report) . LSSIX 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. This fund is a winner, boasting an expense ratio of 0.94%, management fee of 0.75%, and a five-year annualized return track record of 11.17%.
Principal Equity Income I (PEIIX - Free Report) : 0.52% expense ratio and 0.51% management fee. PEIIX is a Large Cap Value mutual fund, which invests in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. With yearly returns of 10.17% over the last five years, PEIIX is an effectively diversified fund with a long reputation of solidly positive performance.
VY T. Rowe Price Diversified Mid Cap Growth Service Class (IAXSX - Free Report) : 1.03% expense ratio and 0.74% management fee. IAXSX is a Mid Cap Growth mutual fund. These mutual funds choose companies with a stock market valuation between $2 billion and $10 billion. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 12.11% over the last five years.
These examples highlight the fact that there are some astonishingly good mutual funds out there. If your advisor has you in the good ones, bravo! If not, you may need to have a talk.
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.