Back to top
See More Zacks Research for These Tickers
Normally $25 each - click below to receive one report FREE:
LORD ABBETT CONVERTIBLE FD (LACFX) - free report >>
AB Small Cap Growth K (QUAKX) - free report >>
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.
LORD ABBETT CONVERTIBLE FD (LACFX) - free report >>
AB Small Cap Growth K (QUAKX) - free report >>
Image: Bigstock
Boost Your Retirement Portfolio with These 3 Top Mutual Funds - July 22, 2020
Our "Magnificent Retirement Mutual Funds" list includes some of the best managed and best performing funds around. If you're already invested in these, congratulations! But if you're just now discovering them, don't worry. When it comes to your retirement, it's never too late to start investing in the best.
The easiest, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Our Zacks Rank covers over 19,000 mutual funds has helped us identify three outstanding options that are perfect for any long-term investors' portfolios that is retirement-focused.
Let's take a look at some of the highest Zacks Ranked mutual funds with the lowest fees.
Lord Abbett Convertible Fund A (LACFX - Free Report) has a 1.06% expense ratio and 0.7% management fee. LACFX is categorized as a Convertible Bonds fund, and in the fixed income world, these funds are quite unique. These types of securities are a hybrid, meaning they have components of both fixed income and equity. With yearly returns of 10.26% over the last five years, this fund clearly wins.
AB Small Cap Growth K (QUAKX - Free Report) : 1.08% expense ratio and 0.75% management fee. QUAKX is a Small Cap Growth mutual fund building their portfolio around stocks with market caps under $2 billion and large growth opportunities. QUAKX, with annual returns of 13.83% over the last five years, is a well-diversified fund with a long track record of success.
Calvert Equity Portfolio I (CEYIX - Free Report) . Expense ratio: 0.71%. Management fee: 0.6%. Five year annual return: 14.31%. CEYIX is a Large Cap Growth option; these mutual funds purchase stakes in numerous large U.S. companies that are expected to develop and grow at a faster rate than other large-cap stocks.
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.