The funds in our "Magnificent Retirement Mutual Funds" list are among the best managed and best performing mutual funds available. If you are just finding out about our Top-Ranked Funds list, we welcome you!
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.
Here are the funds that have achieved the #1 (Strong Buy) Zacks Rank and have low fees.
Janus Henderson Forty R (JDCRX - Free Report): 1.43% expense ratio and 0.63% management fee. JDCRX 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. JDCRX has achieved five-year annual returns of an astounding 10.15%.
MSIF Global Opportunity Portfolio L (MGGLX - Free Report): 1.28% expense ratio and 0.74% management fee. MGGLX 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 12.92% over the last five years, MGGLX is an effectively diversified fund with a long reputation of solidly positive performance.
T. Rowe Price New Horizons (PRNHX - Free Report): 0.76% expense ratio and 0.64% management fee. PRNHX is a Small Cap Growth mutual fund and tends to feature small companies in up-and-coming industries and markets. With a five-year annual return of 11.82%, 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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