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3 Top-Performing Mutual Funds to Consider for Your Retirement Portfolio
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There is never a wrong time to invest in mutual funds for retirement. So, if you're still looking for the best mutual funds, the Zacks Mutual Fund Rank can be a great guide.
The best way to shortlist great mutual funds is to ensure solid performance, diversification, and low fees. Some are better than others, but utilizing the Zacks Mutual Fund Rank, we have identified three mutual funds that could be solid additions to one's retirement portfolio.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Amana Growth Investor (AMAGX - Free Report) has a 0.91% expense ratio and 0.64% management fee. AMAGX is a part of the Large Cap Growth mutual fund category, which invest in many large U.S. companies that are expected to grow much faster compared to other large-cap stocks. With yearly returns of 14.05% over the last five years, this fund clearly wins.
State Street Institutional US Equity Services (SUSSX - Free Report) : 0.65% expense ratio and 0.37% management fee. SUSSX is a Large Cap Blend fund, targeting companies with market caps of over $10 billion. These funds offer investors a stability, and are perfect for people with a "buy and hold" mindset. With yearly returns of 11.75% over the last five years, SUSSX is an effectively diversified fund with a long reputation of solidly positive performance.
State Street Institutional US Equity Services (SUSSX - Free Report) is an attractive large-cap allocation. SUSSX is a Large Cap Blend fund, targeting companies with market caps of over $10 billion. These funds offer investors a stability, and are perfect for people with a "buy and hold" mindset. SUSSX has an expense ratio of 0.65%, management fee of 0.37%, and annual returns of 11.75% 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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3 Top-Performing Mutual Funds to Consider for Your Retirement Portfolio
There is never a wrong time to invest in mutual funds for retirement. So, if you're still looking for the best mutual funds, the Zacks Mutual Fund Rank can be a great guide.
The best way to shortlist great mutual funds is to ensure solid performance, diversification, and low fees. Some are better than others, but utilizing the Zacks Mutual Fund Rank, we have identified three mutual funds that could be solid additions to one's retirement portfolio.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Amana Growth Investor (AMAGX - Free Report) has a 0.91% expense ratio and 0.64% management fee. AMAGX is a part of the Large Cap Growth mutual fund category, which invest in many large U.S. companies that are expected to grow much faster compared to other large-cap stocks. With yearly returns of 14.05% over the last five years, this fund clearly wins.
State Street Institutional US Equity Services (SUSSX - Free Report) : 0.65% expense ratio and 0.37% management fee. SUSSX is a Large Cap Blend fund, targeting companies with market caps of over $10 billion. These funds offer investors a stability, and are perfect for people with a "buy and hold" mindset. With yearly returns of 11.75% over the last five years, SUSSX is an effectively diversified fund with a long reputation of solidly positive performance.
State Street Institutional US Equity Services (SUSSX - Free Report) is an attractive large-cap allocation. SUSSX is a Large Cap Blend fund, targeting companies with market caps of over $10 billion. These funds offer investors a stability, and are perfect for people with a "buy and hold" mindset. SUSSX has an expense ratio of 0.65%, management fee of 0.37%, and annual returns of 11.75% 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.