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.
3 Top-Performing Mutual Funds to Consider for Your Retirement Portfolio- September 24, 2020
Read MoreHide Full Article
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 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 learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
If you are looking to diversify your portfolio, consider Baron Fifth Avenue Growth Retail (BFTHX - Free Report) . BFTHX 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 1%, management fee of 0.7%, and a five-year annualized return track record of 17.88%.
MassMutual Select Mid Cap Growth Service Class (MEFYX - Free Report) : 0.91% expense ratio and 0.68% management fee. MEFYX is a Mid Cap Growth mutual fund. These mutual funds choose companies with a stock market valuation between $2 billion and $10 billion. MEFYX, with annual returns of 10.76% over the last five years, is a well-diversified fund with a long track record of success.
AB Small Cap Growth A (QUASX - Free Report) is an attractive large-cap allocation. QUASX is a Small Cap Growth mutual fund and tends to feature small companies in up-and-coming industries and markets. QUASX has an expense ratio of 1.14%, management fee of 0.75%, and annual returns of 12.86% over the past five years.
So, there you have it - if your advisor has you invested in any of our "Magnificent Retirement Mutual Funds," they are certainly earning their keep. If not, you may want to look elsewhere.
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- September 24, 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 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 learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
If you are looking to diversify your portfolio, consider Baron Fifth Avenue Growth Retail (BFTHX - Free Report) . BFTHX 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 1%, management fee of 0.7%, and a five-year annualized return track record of 17.88%.
MassMutual Select Mid Cap Growth Service Class (MEFYX - Free Report) : 0.91% expense ratio and 0.68% management fee. MEFYX is a Mid Cap Growth mutual fund. These mutual funds choose companies with a stock market valuation between $2 billion and $10 billion. MEFYX, with annual returns of 10.76% over the last five years, is a well-diversified fund with a long track record of success.
AB Small Cap Growth A (QUASX - Free Report) is an attractive large-cap allocation. QUASX is a Small Cap Growth mutual fund and tends to feature small companies in up-and-coming industries and markets. QUASX has an expense ratio of 1.14%, management fee of 0.75%, and annual returns of 12.86% over the past five years.
So, there you have it - if your advisor has you invested in any of our "Magnificent Retirement Mutual Funds," they are certainly earning their keep. If not, you may want to look elsewhere.
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.