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3 Great Mutual Fund Picks for Your Retirement - February 14, 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.
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.
Let's take a look at some of the highest Zacks Ranked mutual funds with the lowest fees.
Hartford Stock HLS IB (HIBSX - Free Report) has a 0.77% expense ratio and 0.48% management fee. HIBSX 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. With yearly returns of 11.35% over the last five years, this fund clearly wins.
American Beacon SGA Global Growth Investor (SGAPX - Free Report) is a stand out amongst its peers. SGAPX is a Global - Equity mutual fund. These funds invest in large markets like the U.S., Europe, and Japan, and operate with very few geographical limitations. With five-year annualized performance of 13.8%, expense ratio of 1.19% and management fee of 0.8%, this diversified fund is an attractive buy with a strong history of performance.
Janus Henderson Enterprise N (JDMNX - Free Report) . Expense ratio: 0.66%. Management fee: 0.64%. Five year annual return: 14.59%. JDMNX 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.
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.
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3 Great Mutual Fund Picks for Your Retirement - February 14, 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.
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.
Let's take a look at some of the highest Zacks Ranked mutual funds with the lowest fees.
Hartford Stock HLS IB (HIBSX - Free Report) has a 0.77% expense ratio and 0.48% management fee. HIBSX 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. With yearly returns of 11.35% over the last five years, this fund clearly wins.
American Beacon SGA Global Growth Investor (SGAPX - Free Report) is a stand out amongst its peers. SGAPX is a Global - Equity mutual fund. These funds invest in large markets like the U.S., Europe, and Japan, and operate with very few geographical limitations. With five-year annualized performance of 13.8%, expense ratio of 1.19% and management fee of 0.8%, this diversified fund is an attractive buy with a strong history of performance.
Janus Henderson Enterprise N (JDMNX - Free Report) . Expense ratio: 0.66%. Management fee: 0.64%. Five year annual return: 14.59%. JDMNX 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.
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.