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.
Boost Your Retirement Portfolio with These 3 Top Mutual Funds - June 10, 2020
Read MoreHide Full Article
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 learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Principal Blue Chip Fund I (PBCKX - Free Report) has a 0.63% expense ratio and 0.61% management fee. PBCKX 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 12.25% over the last five years, this fund clearly wins.
Red Oak Technology Select (ROGSX - Free Report) : 0.95% expense ratio and 0.74% management fee. ROGSX is a Sector - Tech mutual fund, allowing investors to own a stake in a notoriously volatile sector with a much more diversified approach. ROGSX, with annual returns of 14.13% over the last five years, is a well-diversified fund with a long track record of success.
MSIF Global Opportunity Portfolio I (MGGIX - Free Report) : 0.94% expense ratio and 0.74% management fee. MGGIX 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 a five-year annual return of 13.37%, this fund is a well-diversified fund with a long track record of success.
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
Boost Your Retirement Portfolio with These 3 Top Mutual Funds - June 10, 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 learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Principal Blue Chip Fund I (PBCKX - Free Report) has a 0.63% expense ratio and 0.61% management fee. PBCKX 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 12.25% over the last five years, this fund clearly wins.
Red Oak Technology Select (ROGSX - Free Report) : 0.95% expense ratio and 0.74% management fee. ROGSX is a Sector - Tech mutual fund, allowing investors to own a stake in a notoriously volatile sector with a much more diversified approach. ROGSX, with annual returns of 14.13% over the last five years, is a well-diversified fund with a long track record of success.
MSIF Global Opportunity Portfolio I (MGGIX - Free Report) : 0.94% expense ratio and 0.74% management fee. MGGIX 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 a five-year annual return of 13.37%, this fund is a well-diversified fund with a long track record of success.
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.