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INVESCO SMALL CAP VALUE IDX Y (VSMIX) - free report >>
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INVESCO SMALL CAP VALUE IDX Y (VSMIX) - free report >>
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Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?
It is never too late to invest in mutual funds for retirement. As such, if you plan to invest in some of the best funds, the Zacks Mutual Fund Rank can provide you with valuable guidance.
The easiest, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. The Zacks Mutual Fund Rank, which 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 break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
Janus Henderson Global Technology Institutional (JGLTX - Free Report) : 0.74% expense ratio and 0.64% management fee. JGLTX is part of the Sector - Tech mutual fund category that invests in technology and lets investors own a stake in a notoriously volatile sector, but with a much more diversified approach. JGLTX has achieved five-year annual returns of an astounding 14.91%.
Invesco Small Cap Value Y (VSMIX - Free Report) is a stand out amongst its peers. VSMIX is a Small Cap Value mutual fund option, which typically invest in companies with market caps under $2 billion. With five-year annualized performance of 13.44%, expense ratio of 0.84% and management fee of 0.64%, this diversified fund is an attractive buy with a strong history of performance.
Ivy Large Cap Growth Y (WLGYX - Free Report) : 0.95% expense ratio and 0.61% management fee. WLGYX 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. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 13.8% over the last five years.
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.