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BNY Mellon Small Cap Growth I (SSETX) - free report >>
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BNY Mellon Small Cap Growth I (SSETX) - free report >>
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3 Top-Performing Mutual Funds to Consider for Your Retirement Portfolio- August 03, 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!
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 our Zacks Rank, we've found three mutual funds that would be great additions to any long-term retirement investors' portfolios.
Let's break down some of the mutual funds with the highest Zacks Rank and the lowest fees.
Janus Henderson Forty T (JACTX - Free Report) has a 0.92% expense ratio and 0.63% management fee. JACTX 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 16.01% over the last five years, this fund clearly wins.
JPMorgan Mid Cap Growth Fund R5 (JMGFX - Free Report) is a stand out amongst its peers. JMGFX is a Mid Cap Growth mutual fund. These funds aim to target companies with a market capitalization between $2 billion and $10 billion that are also expected to exhibit more extensive growth opportunities for investors than their peers. With five-year annualized performance of 12.49%, expense ratio of 0.79% and management fee of 0.65%, this diversified fund is an attractive buy with a strong history of performance.
Dreyfus/Boston Small Cap Growth I (SSETX - Free Report) . Expense ratio: 1%. Management fee: 0.8%. Five year annual return: 14%. SSETX is a Small Cap Growth mutual fund and tends to feature small companies in up-and-coming industries and markets.
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.