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 Great Mutual Fund Picks for Your Retirement - June 01, 2020
Read MoreHide Full Article
The funds in our "Magnificent Retirement Mutual Funds" list are some of the top-performing, best managed funds available. If you're already invested in them, congratulations! If you're not, don't worry - it's never too late to start getting the advantages of these outstanding funds for your retirement.
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 break down some of the mutual funds with the highest Zacks Rank and the lowest fees.
If you are looking to diversify your portfolio, consider William Blair Large Cap Growth N (LCGNX - Free Report) . LCGNX 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 0.95%, management fee of 0.6%, and a five-year annualized return track record of 11%.
MSIF Global Opportunity Portfolio IS (MGTSX - Free Report) . Expense ratio: 0.84%. Management fee: 0.74%. MGTSX is a Global - Equity mutual fund. These funds invest in large markets like the U.S., Europe, and Japan, and operate with very few geographical limitations. This fund has managed to produce a robust 13.43% over the last five years.
Matthews China Small Companies Investor (MCSMX - Free Report) : 1.42% expense ratio and 1% management fee. MCSMX is a Pacific Rim - Equity fund, which usually invest in companies with a big presence in the export-focused markets of Hong Kong, Singapore, Taiwan, and Korea. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 13.59% over the last 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 Great Mutual Fund Picks for Your Retirement - June 01, 2020
The funds in our "Magnificent Retirement Mutual Funds" list are some of the top-performing, best managed funds available. If you're already invested in them, congratulations! If you're not, don't worry - it's never too late to start getting the advantages of these outstanding funds for your retirement.
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 break down some of the mutual funds with the highest Zacks Rank and the lowest fees.
If you are looking to diversify your portfolio, consider William Blair Large Cap Growth N (LCGNX - Free Report) . LCGNX 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 0.95%, management fee of 0.6%, and a five-year annualized return track record of 11%.
MSIF Global Opportunity Portfolio IS (MGTSX - Free Report) . Expense ratio: 0.84%. Management fee: 0.74%. MGTSX is a Global - Equity mutual fund. These funds invest in large markets like the U.S., Europe, and Japan, and operate with very few geographical limitations. This fund has managed to produce a robust 13.43% over the last five years.
Matthews China Small Companies Investor (MCSMX - Free Report) : 1.42% expense ratio and 1% management fee. MCSMX is a Pacific Rim - Equity fund, which usually invest in companies with a big presence in the export-focused markets of Hong Kong, Singapore, Taiwan, and Korea. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 13.59% over the last 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.