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3 Top-Performing Mutual Funds to Consider for Your Retirement Portfolio- February 04, 2020
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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.
Let's take a look at some of the highest Zacks Ranked mutual funds with the lowest fees.
Jackson Square SMID-Cap Growth IS (DCGTX - Free Report) : 0.87% expense ratio and 0.75% management fee. DCGTX is an All Cap Growth mutual fund. In order to increase diversification, these funds have holdings across small, medium, and large-cap levels. With annual returns of 13.19% over the last five years, this fund is a winner.
MassMutual Select Mid Cap Growth Service Class (MEFYX - Free Report) : 0.91% expense ratio and 0.69% management fee. MEFYX 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. MEFYX, with annual returns of 12.78% over the last five years, is a well-diversified fund with a long track record of success.
Dreyfus Appreciation Fund (DGAGX - Free Report) is an attractive large-cap allocation. DGAGX is classified as a Large Cap Blend fund. More often than not, Large Cap Blend mutual funds invest in companies with a market cap of over $10 billion. Buying stakes in bigger companies offer these funds more stability, and are well-suited for investors with a "buy and hold" mindset. DGAGX has an expense ratio of 0.9%, management fee of 0.55%, and annual returns of 10.87% over the past five years.
There you have it. If your financial advisor had you put your money into any of our "Magnificent Retirement Mutual Funds," then they've got you covered. If not, you may need to 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
3 Top-Performing Mutual Funds to Consider for Your Retirement Portfolio- February 04, 2020
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.
Let's take a look at some of the highest Zacks Ranked mutual funds with the lowest fees.
Jackson Square SMID-Cap Growth IS (DCGTX - Free Report) : 0.87% expense ratio and 0.75% management fee. DCGTX is an All Cap Growth mutual fund. In order to increase diversification, these funds have holdings across small, medium, and large-cap levels. With annual returns of 13.19% over the last five years, this fund is a winner.
MassMutual Select Mid Cap Growth Service Class (MEFYX - Free Report) : 0.91% expense ratio and 0.69% management fee. MEFYX 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. MEFYX, with annual returns of 12.78% over the last five years, is a well-diversified fund with a long track record of success.
Dreyfus Appreciation Fund (DGAGX - Free Report) is an attractive large-cap allocation. DGAGX is classified as a Large Cap Blend fund. More often than not, Large Cap Blend mutual funds invest in companies with a market cap of over $10 billion. Buying stakes in bigger companies offer these funds more stability, and are well-suited for investors with a "buy and hold" mindset. DGAGX has an expense ratio of 0.9%, management fee of 0.55%, and annual returns of 10.87% over the past five years.
There you have it. If your financial advisor had you put your money into any of our "Magnificent Retirement Mutual Funds," then they've got you covered. If not, you may need to 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.