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Should You Add These 3 Top-Performing Mutual Funds to Your Portfolio? - February 25, 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 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.
Here are the funds that have achieved the #1 (Strong Buy) Zacks Rank and have low fees.
JPMorgan Small Cap Growth L (JISGX - Free Report) : 0.84% expense ratio and 0.65% management fee. JISGX 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 annual returns of 14.66% over the last five years, this fund is a winner.
City Natural Rochdale US Core Equity & Income Institutional (CNRUX - Free Report) : 0.52% expense ratio and 0.4% management fee. CNRUX 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. CNRUX, with annual returns of 12.55% over the last five years, is a well-diversified fund with a long track record of success.
Diamond Hill Large Cap Fund I (DHLRX - Free Report) : 0.67% expense ratio and 0.5% management fee. DHLRX 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. With a five-year annual return of 11.43%, 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 "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
Should You Add These 3 Top-Performing Mutual Funds to Your Portfolio? - February 25, 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 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.
Here are the funds that have achieved the #1 (Strong Buy) Zacks Rank and have low fees.
JPMorgan Small Cap Growth L (JISGX - Free Report) : 0.84% expense ratio and 0.65% management fee. JISGX 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 annual returns of 14.66% over the last five years, this fund is a winner.
City Natural Rochdale US Core Equity & Income Institutional (CNRUX - Free Report) : 0.52% expense ratio and 0.4% management fee. CNRUX 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. CNRUX, with annual returns of 12.55% over the last five years, is a well-diversified fund with a long track record of success.
Diamond Hill Large Cap Fund I (DHLRX - Free Report) : 0.67% expense ratio and 0.5% management fee. DHLRX 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. With a five-year annual return of 11.43%, 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 "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.