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3 Magnificent Mutual Funds to Maximize Your Retirement Portfolio - January 10, 2020
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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 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.
Let's break down some of the mutual funds with the highest Zacks Rank and the lowest fees.
If you are looking to diversify your portfolio, consider ClearBridge Small Cap Growth F1 (LMPSX - Free Report) . LMPSX is a Small Cap Growth mutual fund and tends to feature small companies in up-and-coming industries and markets. This fund is a winner, boasting an expense ratio of 1.2%, management fee of 0.75%, and a five-year annualized return track record of 10.75%.
Dreyfus/Boston Small/Mid-Cap Growth I (SDSCX - Free Report) . Expense ratio: 0.75%. Management fee: 0.6%. SDSCX is a Mid Cap Growth mutual fund. These funds aim to target companies with a market capitalization between $2 billion and $10 billion that are also expected to exhibit more extensive growth opportunities for investors than their peers. This fund has managed to produce a robust 11.59% over the last five years.
Principal Capital Appreciation R3 (PCAOX - Free Report) : 1.06% expense ratio and 0.47% management fee. PCAOX is part of the Large Cap Blend section, and these mutual funds most often invest in firms with a market capitalization of $10 billion or more. By investing in bigger companies, these funds offer more stability, and are often well-suited for investors with a "buy and hold" mindset. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 10.55% 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.
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3 Magnificent Mutual Funds to Maximize Your Retirement Portfolio - January 10, 2020
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 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.
Let's break down some of the mutual funds with the highest Zacks Rank and the lowest fees.
If you are looking to diversify your portfolio, consider ClearBridge Small Cap Growth F1 (LMPSX - Free Report) . LMPSX is a Small Cap Growth mutual fund and tends to feature small companies in up-and-coming industries and markets. This fund is a winner, boasting an expense ratio of 1.2%, management fee of 0.75%, and a five-year annualized return track record of 10.75%.
Dreyfus/Boston Small/Mid-Cap Growth I (SDSCX - Free Report) . Expense ratio: 0.75%. Management fee: 0.6%. SDSCX is a Mid Cap Growth mutual fund. These funds aim to target companies with a market capitalization between $2 billion and $10 billion that are also expected to exhibit more extensive growth opportunities for investors than their peers. This fund has managed to produce a robust 11.59% over the last five years.
Principal Capital Appreciation R3 (PCAOX - Free Report) : 1.06% expense ratio and 0.47% management fee. PCAOX is part of the Large Cap Blend section, and these mutual funds most often invest in firms with a market capitalization of $10 billion or more. By investing in bigger companies, these funds offer more stability, and are often well-suited for investors with a "buy and hold" mindset. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 10.55% 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.