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
Read MoreHide Full Article
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 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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
Janus Henderson Contrarian T (JSVAX - Free Report) : 0.85% expense ratio and 0.6% management fee. JSVAX 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. JSVAX has achieved five-year annual returns of an astounding 14.01%.
MassMutual Premier Small/Mid Cap Opportunities Service Class (MSVYX - Free Report) is a stand out amongst its peers. MSVYX is a Small Cap Blend mutual fund, and usually targets stocks with market caps of less than $2 billion, letting investors diversify their funds among other kinds of small-cap equities. With five-year annualized performance of 11.72%, expense ratio of 0.87% and management fee of 0.58%, this diversified fund is an attractive buy with a strong history of performance.
Putnam Multi-Cap Core Fund B (PMYBX - Free Report) is an attractive large-cap allocation. PMYBX 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. PMYBX has an expense ratio of 0.87%, management fee of 0.55%, and annual returns of 15.78% over the past 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.
See More Zacks Research for These Tickers
Normally $25 each - click below to receive one report FREE:
Image: Bigstock
3 Top-Performing Mutual Funds to Consider for 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 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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
Janus Henderson Contrarian T (JSVAX - Free Report) : 0.85% expense ratio and 0.6% management fee. JSVAX 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. JSVAX has achieved five-year annual returns of an astounding 14.01%.
MassMutual Premier Small/Mid Cap Opportunities Service Class (MSVYX - Free Report) is a stand out amongst its peers. MSVYX is a Small Cap Blend mutual fund, and usually targets stocks with market caps of less than $2 billion, letting investors diversify their funds among other kinds of small-cap equities. With five-year annualized performance of 11.72%, expense ratio of 0.87% and management fee of 0.58%, this diversified fund is an attractive buy with a strong history of performance.
Putnam Multi-Cap Core Fund B (PMYBX - Free Report) is an attractive large-cap allocation. PMYBX 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. PMYBX has an expense ratio of 0.87%, management fee of 0.55%, and annual returns of 15.78% over the past 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.