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3 Top-Performing Mutual Funds to Consider for Your Retirement Portfolio
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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, 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.
American Funds Fundamental Investors F (AFIFX - Free Report) : 0.64% expense ratio and 0.24% management fee. AFIFX is a Large Cap Blend fund, targeting companies with market caps of over $10 billion. These funds offer investors a stability, and are perfect for people with a "buy and hold" mindset. With annual returns of 14.66% over the last five years, this fund is a winner.
JPMorgan Growth Advantage I (JGASX) is a stand out amongst its peers. JGASX is a Large Cap Growth mutual fund, and these funds invest in many large U.S. firms that are projected to grow at a faster rate than their large-cap peers. With five-year annualized performance of 13.92%, expense ratio of 0.75% and management fee of 0.5%, this diversified fund is an attractive buy with a strong history of performance.
PGIM QuantSolutions SmCap Value R (TSVRX): 1.28% expense ratio and 0.6% management fee. TSVRX is a Small Cap Value mutual fund, investing in small companies with stock market valuation less than $2 billion. With a five-year annual return of 16.41%, this fund is a well-diversified fund with a long track record of success.
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 Top-Performing Mutual Funds to Consider for Your Retirement Portfolio
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, 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.
American Funds Fundamental Investors F (AFIFX - Free Report) : 0.64% expense ratio and 0.24% management fee. AFIFX is a Large Cap Blend fund, targeting companies with market caps of over $10 billion. These funds offer investors a stability, and are perfect for people with a "buy and hold" mindset. With annual returns of 14.66% over the last five years, this fund is a winner.
JPMorgan Growth Advantage I (JGASX) is a stand out amongst its peers. JGASX is a Large Cap Growth mutual fund, and these funds invest in many large U.S. firms that are projected to grow at a faster rate than their large-cap peers. With five-year annualized performance of 13.92%, expense ratio of 0.75% and management fee of 0.5%, this diversified fund is an attractive buy with a strong history of performance.
PGIM QuantSolutions SmCap Value R (TSVRX): 1.28% expense ratio and 0.6% management fee. TSVRX is a Small Cap Value mutual fund, investing in small companies with stock market valuation less than $2 billion. With a five-year annual return of 16.41%, this fund is a well-diversified fund with a long track record of success.
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.