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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 best way to shortlist great mutual funds is to ensure solid performance, diversification, and low fees. Some are better than others, but utilizing the Zacks Mutual Fund Rank, we have identified three mutual funds that could be solid additions to one's retirement portfolio.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
Janus Henderson Research D
(JNRFX - Free Report) : 0.64% expense ratio and 0.48% management fee. JNRFX 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. JNRFX has achieved five-year annual returns of an astounding 17.25%.
Neuberger Berman Large Cap Value A
(NPNAX - Free Report) : 0.98% expense ratio and 0.68% management fee. NPNAX 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. NPNAX, with annual returns of 11.15% over the last five years, is a well-diversified fund with a long track record of success.
American Funds Fundamental Investors R1
(RFNAX - Free Report) : 1.36% expense ratio and 0.24% management fee. RFNAX 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. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 12.84% over the last 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 best way to shortlist great mutual funds is to ensure solid performance, diversification, and low fees. Some are better than others, but utilizing the Zacks Mutual Fund Rank, we have identified three mutual funds that could be solid additions to one's retirement portfolio.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
Janus Henderson Research D
(JNRFX - Free Report) : 0.64% expense ratio and 0.48% management fee. JNRFX 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. JNRFX has achieved five-year annual returns of an astounding 17.25%.Neuberger Berman Large Cap Value A
(NPNAX - Free Report) : 0.98% expense ratio and 0.68% management fee. NPNAX 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. NPNAX, with annual returns of 11.15% over the last five years, is a well-diversified fund with a long track record of success.American Funds Fundamental Investors R1
(RFNAX - Free Report) : 1.36% expense ratio and 0.24% management fee. RFNAX 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. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 12.84% over the last 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.