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Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?- August 18, 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.
If you are looking to diversify your portfolio, consider William Blair Large Cap Growth N (LCGNX - Free Report) . LCGNX 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. This fund is a winner, boasting an expense ratio of 0.95%, management fee of 0.6%, and a five-year annualized return track record of 16.15%.
American Beacon Stephens Mid Cap Growth A (STMGX - Free Report) . Expense ratio: 1.25%. Management fee: 0.8%. STMGX is a Mid Cap Growth mutual fund. These mutual funds choose companies with a stock market valuation between $2 billion and $10 billion. This fund has managed to produce a robust 13.02% over the last five years.
MSIF International Opportunities I (MIOIX - Free Report) : 0.99% expense ratio and 0.78% management fee. MIOIX 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 15.22%, this fund is a well-diversified fund with a long track record of success.
These examples highlight the fact that there are some astonishingly good mutual funds out there. If your advisor has you in the good ones, bravo! If not, you may need to have a 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
Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?- August 18, 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.
If you are looking to diversify your portfolio, consider William Blair Large Cap Growth N (LCGNX - Free Report) . LCGNX 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. This fund is a winner, boasting an expense ratio of 0.95%, management fee of 0.6%, and a five-year annualized return track record of 16.15%.
American Beacon Stephens Mid Cap Growth A (STMGX - Free Report) . Expense ratio: 1.25%. Management fee: 0.8%. STMGX is a Mid Cap Growth mutual fund. These mutual funds choose companies with a stock market valuation between $2 billion and $10 billion. This fund has managed to produce a robust 13.02% over the last five years.
MSIF International Opportunities I (MIOIX - Free Report) : 0.99% expense ratio and 0.78% management fee. MIOIX 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 15.22%, this fund is a well-diversified fund with a long track record of success.
These examples highlight the fact that there are some astonishingly good mutual funds out there. If your advisor has you in the good ones, bravo! If not, you may need to have a 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.