We use cookies to understand how you use our site and to improve your experience. This includes personalizing content and advertising. To learn more, click here. By continuing to use our site, you accept our use of cookies, revised Privacy Policy and Terms of Service.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
3 Magnificent Mutual Funds to Maximize Your Retirement Portfolio - September 09, 2020
Read MoreHide Full Article
Our "Magnificent Retirement Mutual Funds" list includes some of the best managed and best performing funds around. If you're already invested in these, congratulations! But if you're just now discovering them, don't worry. When it comes to your retirement, it's never too late to start investing in the best.
Great performance, diversification, and low fees: it's a pretty simple formula for a great mutual fund. Some are better than others, but utilizing our Zacks Rank, we have identified three mutual funds that would make great additions to long-term investors' portfolios.
Let's break down some of the mutual funds with the highest Zacks Rank and the lowest fees.
If you are looking to diversify your portfolio, consider Oppenheimer Gold & Special Mineral I (OGMIX - Free Report) . Sector - Precious Metal funds like OGMIX normally invest in stocks focused on the mining and production of precious metals such as gold, silver, platinum, and palladium. This fund is a winner, boasting an expense ratio of 0.74%, management fee of 0.68%, and a five-year annualized return track record of 18.34%.
Janus Henderson Forty S (JARTX - Free Report) : 1.18% expense ratio and 0.63% management fee. JARTX 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. JARTX, with annual returns of 15.72% over the last five years, is a well-diversified fund with a long track record of success.
JPMorgan Small Cap Growth Fund R2 (JSGZX - Free Report) is an attractive large-cap allocation. JSGZX is a Small Cap Growth mutual fund building their portfolio around stocks with market caps under $2 billion and large growth opportunities. JSGZX has an expense ratio of 1.49%, management fee of 0.65%, and annual returns of 13.59% over the past five years.
There you have it. If your financial advisor had you put your money into any of our "Magnificent Retirement Mutual Funds," then they've got you covered. If not, you may need to talk.
Do You Know the Top 9 Retirement Investing Mistakes?
Investing in underperforming mutual funds is just one of the key errors that can derail your retirement plans.
Image: Bigstock
3 Magnificent Mutual Funds to Maximize Your Retirement Portfolio - September 09, 2020
Our "Magnificent Retirement Mutual Funds" list includes some of the best managed and best performing funds around. If you're already invested in these, congratulations! But if you're just now discovering them, don't worry. When it comes to your retirement, it's never too late to start investing in the best.
Great performance, diversification, and low fees: it's a pretty simple formula for a great mutual fund. Some are better than others, but utilizing our Zacks Rank, we have identified three mutual funds that would make great additions to long-term investors' portfolios.
Let's break down some of the mutual funds with the highest Zacks Rank and the lowest fees.
If you are looking to diversify your portfolio, consider Oppenheimer Gold & Special Mineral I (OGMIX - Free Report) . Sector - Precious Metal funds like OGMIX normally invest in stocks focused on the mining and production of precious metals such as gold, silver, platinum, and palladium. This fund is a winner, boasting an expense ratio of 0.74%, management fee of 0.68%, and a five-year annualized return track record of 18.34%.
Janus Henderson Forty S (JARTX - Free Report) : 1.18% expense ratio and 0.63% management fee. JARTX 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. JARTX, with annual returns of 15.72% over the last five years, is a well-diversified fund with a long track record of success.
JPMorgan Small Cap Growth Fund R2 (JSGZX - Free Report) is an attractive large-cap allocation. JSGZX is a Small Cap Growth mutual fund building their portfolio around stocks with market caps under $2 billion and large growth opportunities. JSGZX has an expense ratio of 1.49%, management fee of 0.65%, and annual returns of 13.59% over the past five years.
There you have it. If your financial advisor had you put your money into any of our "Magnificent Retirement Mutual Funds," then they've got you covered. If not, you may need to talk.
Do You Know the Top 9 Retirement Investing Mistakes?
Investing in underperforming mutual funds is just one of the key errors that can derail your retirement plans.
To learn more, read our just-released report: 9 Retirement Mistakes You Need to Avoid.