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JPMorgan Large Cap Growth C (OLGCX) - free report >>
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JPMorgan Large Cap Growth C (OLGCX) - free report >>
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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.
How can you tell a good mutual fund from a bad one? It's pretty basic: if the fund is diversified, has low fees, and shows strong performance, it's a keeper. Of course, there's a wide range, but using the Zacks Mutual Fund Rank, we've found three mutual funds that would be great additions to any long-term retirement investors' portfolios.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
JPMorgan Large Cap Growth C (OLGCX - Free Report) : 1.43% expense ratio and 0.45% management fee. OLGCX 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. OLGCX has achieved five-year annual returns of an astounding 13.97%.
Principal Capital Appreciation R4 (PCAPX - Free Report) : 0.82% expense ratio and 0.44% management fee. PCAPX is part of the Large Cap Blend section, and these mutual funds most often invest in firms with a market capitalization of $10 billion or more. By investing in bigger companies, these funds offer more stability, and are often well-suited for investors with a "buy and hold" mindset. PCAPX, with annual returns of 11.37% over the last five years, is a well-diversified fund with a long track record of success.
T. Rowe Price Health Sciences I (THISX - Free Report) . Expense ratio: 0.67%. Management fee: 0.63%. Five year annual return: 10.4%. THISX is part of the Sector - Health category, offering investors a focus on the healthcare industry, one of the largest sectors in the American economy.
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.