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Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?- June 17, 2020
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If you're invested in any of the funds in our "Magnificent Retirement Mutual Funds" list, congratulations on owning some of the best managed and top-performing mutual funds. If you are lucky enough to discover our list of Top-Ranked Funds for the first time, it's never too late to start investing with the best, especially when it comes to your retirement.
The easiest, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Our Zacks Rank 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 take a look at some of the highest Zacks Ranked mutual funds with the lowest fees.
If you are looking to diversify your portfolio, consider Fidelity Series Blue Chip Growth (FSBDX - Free Report) . FSBDX 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 0.01%, management fee of 0%, and a five-year annualized return track record of 10.83%.
Janus Henderson Global Technology S (JATSX - Free Report) . Expense ratio: 1.19%. Management fee: 0.64%. JATSX is a Sector - Tech mutual fund, allowing investors to own a stake in a notoriously volatile sector with a much more diversified approach. This fund has managed to produce a robust 16.35% over the last five years.
MSIF Global Opportunity Portfolio IS (MGTSX - Free Report) : 0.84% expense ratio and 0.74% management fee. 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. With a five-year annual return of 13.43%, this fund is a well-diversified fund with a long track record of success.
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
Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?- June 17, 2020
If you're invested in any of the funds in our "Magnificent Retirement Mutual Funds" list, congratulations on owning some of the best managed and top-performing mutual funds. If you are lucky enough to discover our list of Top-Ranked Funds for the first time, it's never too late to start investing with the best, especially when it comes to your retirement.
The easiest, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Our Zacks Rank 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 take a look at some of the highest Zacks Ranked mutual funds with the lowest fees.
If you are looking to diversify your portfolio, consider Fidelity Series Blue Chip Growth (FSBDX - Free Report) . FSBDX 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 0.01%, management fee of 0%, and a five-year annualized return track record of 10.83%.
Janus Henderson Global Technology S (JATSX - Free Report) . Expense ratio: 1.19%. Management fee: 0.64%. JATSX is a Sector - Tech mutual fund, allowing investors to own a stake in a notoriously volatile sector with a much more diversified approach. This fund has managed to produce a robust 16.35% over the last five years.
MSIF Global Opportunity Portfolio IS (MGTSX - Free Report) : 0.84% expense ratio and 0.74% management fee. 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. With a five-year annual return of 13.43%, this fund is a well-diversified fund with a long track record of success.
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.