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3 Magnificent Mutual Funds to Maximize Your Retirement Portfolio - February 19, 2020
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If you're invested in any of the funds in our "Magnificent Retirement Mutual Funds" list, congratulations on owning some of the best managed and top-performing mutual funds. If you are lucky enough to discover our list of Top-Ranked Funds for the first time, it's never too late to start investing with the best, especially when it comes to your retirement.
The easiest, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Our Zacks Rank 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 highest Zacks Rank and the lowest fees.
JPMorgan Growth Advantage R5 (JGVRX - Free Report) has a 0.74% expense ratio and 0.55% management fee. JGVRX 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. With yearly returns of 15.11% over the last five years, this fund clearly wins.
Red Oak Technology Select (ROGSX - Free Report) . Expense ratio: 0.95%. Management fee: 0.74%. With a much more diversified approach, ROGSX--part of the Sector - Tech mutual fund category--gives investors a way to own a stake in the notoriously risky tech sector. This fund has managed to produce a robust 17.65% over the last five years.
Loomis Sayles Small Cap Growth I (LSSIX - Free Report) : 0.95% expense ratio and 0.75% management fee. LSSIX is one of many Small Cap Growth mutual funds; these funds tend to create their portfolios around stocks with market capitalization of less than $2 billion. With a five-year annual return of 11.5%, this fund is a well-diversified fund with a long track record of success.
So, there you have it - if your advisor has you invested in any of our "Magnificent Retirement Mutual Funds," they are certainly earning their keep. If not, you may want to look elsewhere.
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 - February 19, 2020
If you're invested in any of the funds in our "Magnificent Retirement Mutual Funds" list, congratulations on owning some of the best managed and top-performing mutual funds. If you are lucky enough to discover our list of Top-Ranked Funds for the first time, it's never too late to start investing with the best, especially when it comes to your retirement.
The easiest, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Our Zacks Rank 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 highest Zacks Rank and the lowest fees.
JPMorgan Growth Advantage R5 (JGVRX - Free Report) has a 0.74% expense ratio and 0.55% management fee. JGVRX 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. With yearly returns of 15.11% over the last five years, this fund clearly wins.
Red Oak Technology Select (ROGSX - Free Report) . Expense ratio: 0.95%. Management fee: 0.74%. With a much more diversified approach, ROGSX--part of the Sector - Tech mutual fund category--gives investors a way to own a stake in the notoriously risky tech sector. This fund has managed to produce a robust 17.65% over the last five years.
Loomis Sayles Small Cap Growth I (LSSIX - Free Report) : 0.95% expense ratio and 0.75% management fee. LSSIX is one of many Small Cap Growth mutual funds; these funds tend to create their portfolios around stocks with market capitalization of less than $2 billion. With a five-year annual return of 11.5%, this fund is a well-diversified fund with a long track record of success.
So, there you have it - if your advisor has you invested in any of our "Magnificent Retirement Mutual Funds," they are certainly earning their keep. If not, you may want to look elsewhere.
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.