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Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?
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Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds.
The easiest way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Using the Zacks Mutual Fund 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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
If you are looking to diversify your portfolio, consider Janus Henderson Enterprise I (JMGRX - Free Report) . JMGRX 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. This fund is a winner, boasting an expense ratio of 0.75%, management fee of 0.64%, and a five-year annualized return track record of 12.65%.
Wells Fargo Large Cap Growth R4 : 0.89% expense ratio and 0.68% management fee. SLGRX 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. SLGRX, with annual returns of 12.33% over the last five years, is a well-diversified fund with a long track record of success.
Columbia Dividend Income I3 (CDDYX - Free Report) is an attractive large-cap allocation. CDDYX is a part of the Large Cap Value category, and invests in equities with a market capitalization of $10 billion or more, but whose share prices do not reflect their intrinsic value. CDDYX has an expense ratio of 0.55%, management fee of 0.53%, and annual returns of 11.47% over the past five years.
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.
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Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?
Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds.
The easiest way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Using the Zacks Mutual Fund 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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
If you are looking to diversify your portfolio, consider Janus Henderson Enterprise I (JMGRX - Free Report) . JMGRX 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. This fund is a winner, boasting an expense ratio of 0.75%, management fee of 0.64%, and a five-year annualized return track record of 12.65%.
Wells Fargo Large Cap Growth R4 : 0.89% expense ratio and 0.68% management fee. SLGRX 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. SLGRX, with annual returns of 12.33% over the last five years, is a well-diversified fund with a long track record of success.
Columbia Dividend Income I3 (CDDYX - Free Report) is an attractive large-cap allocation. CDDYX is a part of the Large Cap Value category, and invests in equities with a market capitalization of $10 billion or more, but whose share prices do not reflect their intrinsic value. CDDYX has an expense ratio of 0.55%, management fee of 0.53%, and annual returns of 11.47% over the past five years.
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.