3 Top-Ranked Mutual Funds for Your Retirement
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 way to judge a mutual fund’s quality over time is by analyzing its performance, diversification, and fees. Using the Zacks Mutual Fund 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 take a look at some of our top-ranked mutual funds with the lowest fees.
If you are looking to diversify your portfolio, consider Janus Henderson Global Technology D (JNGTX). JNGTX 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 is a winner, boasting an expense ratio of 0.81%, management fee of 0.64%, and a five-year annualized return track record of 11.45%.
AQR Global Equity Fund N (AQGNX): 1.08% expense ratio and 0.6% management fee. AQGNX 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 yearly returns of 12.65% over the last five years, AQGNX is an effectively diversified fund with a long reputation of solidly positive performance.
Hartford Schroder Intl MultiVal SDR (SIDRX): 0.75% expense ratio and 0.7% management fee. SIDRX is a Non US – Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. With a five-year annual return of 11.64%, this fund is a well-diversified fund with a long track record of success.
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.
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This article originally published on Zacks Investment Research (zacks.com).