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3 Strong Mutual Funds to Add to Your Retirement Portfolio Right Now July 30, 2020
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The funds in our "Magnificent Retirement Mutual Funds" list are among the best managed and best performing mutual funds available. If you are just finding out about our Top-Ranked Funds list, we welcome you!
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.
Fidelity OTC Portfolio (FOCPX - Free Report) has a 0.89% expense ratio and 0.73% management fee. FOCPX 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 18.25% over the last five years, this fund clearly wins.
Janus Henderson Global Technology T (JAGTX - Free Report) is a stand out amongst its peers. JAGTX is a Sector - Tech mutual fund, allowing investors to own a stake in a notoriously volatile sector with a much more diversified approach. With five-year annualized performance of 23.43%, expense ratio of 0.91% and management fee of 0.64%, this diversified fund is an attractive buy with a strong history of performance.
JPMorgan US Equity Fund L (JMUEX - Free Report) is an attractive large-cap allocation. JMUEX is classified as a Large Cap Blend fund. More often than not, Large Cap Blend mutual funds invest in companies with a market cap of over $10 billion. Buying stakes in bigger companies offer these funds more stability, and are well-suited for investors with a "buy and hold" mindset. JMUEX has an expense ratio of 0.55%, management fee of 0.4%, and annual returns of 10.88% 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.
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3 Strong Mutual Funds to Add to Your Retirement Portfolio Right Now July 30, 2020
The funds in our "Magnificent Retirement Mutual Funds" list are among the best managed and best performing mutual funds available. If you are just finding out about our Top-Ranked Funds list, we welcome you!
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.
Fidelity OTC Portfolio (FOCPX - Free Report) has a 0.89% expense ratio and 0.73% management fee. FOCPX 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 18.25% over the last five years, this fund clearly wins.
Janus Henderson Global Technology T (JAGTX - Free Report) is a stand out amongst its peers. JAGTX is a Sector - Tech mutual fund, allowing investors to own a stake in a notoriously volatile sector with a much more diversified approach. With five-year annualized performance of 23.43%, expense ratio of 0.91% and management fee of 0.64%, this diversified fund is an attractive buy with a strong history of performance.
JPMorgan US Equity Fund L (JMUEX - Free Report) is an attractive large-cap allocation. JMUEX is classified as a Large Cap Blend fund. More often than not, Large Cap Blend mutual funds invest in companies with a market cap of over $10 billion. Buying stakes in bigger companies offer these funds more stability, and are well-suited for investors with a "buy and hold" mindset. JMUEX has an expense ratio of 0.55%, management fee of 0.4%, and annual returns of 10.88% 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.