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3 Magnificent Mutual Funds to Maximize Your Retirement Portfolio
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There is never a wrong time to invest in mutual funds for retirement. So, if you're still looking for the best mutual funds, the Zacks Mutual Fund Rank can be a great guide.
The easiest, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. The Zacks Mutual Fund Rank, which 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 break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
Elfun Trusts (ELFNX - Free Report) : 0.18% expense ratio and 0.14% management fee. ELFNX is classified as a Large Cap Blend fund. More often than not, Large Cap Blend mutual funds invest in companies with a market cap of over $10 billion. Buying stakes in bigger companies offer these funds more stability, and are well-suited for investors with a "buy and hold" mindset. With annual returns of 12.28% over the last five years, this fund is a winner.
Columbia Dividend Income Fund Class I (GSFTX - Free Report) is a stand out amongst its peers. GSFTX is a Large Cap Value mutual fund, which invests in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. With five-year annualized performance of 10.58%, expense ratio of 0.65% and management fee of 0.53%, this diversified fund is an attractive buy with a strong history of performance.
JPMorgan Large Cap Growth R5 (JLGRX - Free Report) is an attractive large-cap allocation. JLGRX 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. JLGRX has an expense ratio of 0.54%, management fee of 0.45%, and annual returns of 17.19% over the past five years.
There you have it. If your financial advisor had you put your money into any of our top-ranked funds, then they've got you covered. If not, you may need to talk.
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3 Magnificent Mutual Funds to Maximize Your Retirement Portfolio
There is never a wrong time to invest in mutual funds for retirement. So, if you're still looking for the best mutual funds, the Zacks Mutual Fund Rank can be a great guide.
The easiest, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. The Zacks Mutual Fund Rank, which 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 break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
Elfun Trusts (ELFNX - Free Report) : 0.18% expense ratio and 0.14% management fee. ELFNX is classified as a Large Cap Blend fund. More often than not, Large Cap Blend mutual funds invest in companies with a market cap of over $10 billion. Buying stakes in bigger companies offer these funds more stability, and are well-suited for investors with a "buy and hold" mindset. With annual returns of 12.28% over the last five years, this fund is a winner.
Columbia Dividend Income Fund Class I (GSFTX - Free Report) is a stand out amongst its peers. GSFTX is a Large Cap Value mutual fund, which invests in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. With five-year annualized performance of 10.58%, expense ratio of 0.65% and management fee of 0.53%, this diversified fund is an attractive buy with a strong history of performance.
JPMorgan Large Cap Growth R5 (JLGRX - Free Report) is an attractive large-cap allocation. JLGRX 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. JLGRX has an expense ratio of 0.54%, management fee of 0.45%, and annual returns of 17.19% over the past five years.
There you have it. If your financial advisor had you put your money into any of our top-ranked funds, then they've got you covered. If not, you may need to talk.