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3 Magnificent Mutual Funds to Maximize Your Retirement Portfolio - September 24, 2020
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The funds in our "Magnificent Retirement Mutual Funds" list are some of the top-performing, best managed funds available. If you're already invested in them, congratulations! If you're not, don't worry - it's never too late to start getting the advantages of these outstanding funds for your retirement.
The easiest way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Using our Zacks Rank of over 19,000 mutual funds, we've identified three outstanding mutual funds that are ideally suited to help long-term investors pursue and achieve their retirement investing goals.
Let's take a look at some of the highest Zacks Ranked mutual funds with the lowest fees.
If you are looking to diversify your portfolio, consider Janus Henderson Forty R (JDCRX - Free Report) . JDCRX 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. This fund is a winner, boasting an expense ratio of 1.43%, management fee of 0.63%, and a five-year annualized return track record of 15.41%.
American Beacon Stephens Mid Cap Growth A (STMGX - Free Report) : 1.25% expense ratio and 0.8% management fee. STMGX is a Mid Cap Growth mutual fund. These mutual funds choose companies with a stock market valuation between $2 billion and $10 billion. STMGX, with annual returns of 13.02% over the last five years, is a well-diversified fund with a long track record of success.
JPMorgan Small Cap Growth Fund R6 (JGSMX - Free Report) : 0.74% expense ratio and 0.65% management fee. JGSMX is a Small Cap Growth mutual fund and tends to feature small companies in up-and-coming industries and markets. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 14.45% over the last five years.
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.
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.
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3 Magnificent Mutual Funds to Maximize Your Retirement Portfolio - September 24, 2020
The funds in our "Magnificent Retirement Mutual Funds" list are some of the top-performing, best managed funds available. If you're already invested in them, congratulations! If you're not, don't worry - it's never too late to start getting the advantages of these outstanding funds for your retirement.
The easiest way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Using our Zacks Rank of over 19,000 mutual funds, we've identified three outstanding mutual funds that are ideally suited to help long-term investors pursue and achieve their retirement investing goals.
Let's take a look at some of the highest Zacks Ranked mutual funds with the lowest fees.
If you are looking to diversify your portfolio, consider Janus Henderson Forty R (JDCRX - Free Report) . JDCRX 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. This fund is a winner, boasting an expense ratio of 1.43%, management fee of 0.63%, and a five-year annualized return track record of 15.41%.
American Beacon Stephens Mid Cap Growth A (STMGX - Free Report) : 1.25% expense ratio and 0.8% management fee. STMGX is a Mid Cap Growth mutual fund. These mutual funds choose companies with a stock market valuation between $2 billion and $10 billion. STMGX, with annual returns of 13.02% over the last five years, is a well-diversified fund with a long track record of success.
JPMorgan Small Cap Growth Fund R6 (JGSMX - Free Report) : 0.74% expense ratio and 0.65% management fee. JGSMX is a Small Cap Growth mutual fund and tends to feature small companies in up-and-coming industries and markets. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 14.45% over the last five years.
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.
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.