We use cookies to understand how you use our site and to improve your experience. This includes personalizing content and advertising. To learn more, click here. By continuing to use our site, you accept our use of cookies, revised Privacy Policy and Terms of Service.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
3 Top-Performing Mutual Funds to Consider for Your Retirement Portfolio- September 03, 2020
Read MoreHide Full Article
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.
Great performance, diversification, and low fees: it's a pretty simple formula for a great mutual fund. Some are better than others, but utilizing our Zacks Rank, we have identified three mutual funds that would make great additions to long-term investors' portfolios.
Let's take a look at some of the highest Zacks Ranked mutual funds with the lowest fees.
JPMorgan Large Cap Growth R2 (JLGZX - Free Report) : 1.19% expense ratio and 0.45% management fee. JLGZX 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 annual returns of 17.46% over the last five years, this fund is a winner.
Janus Henderson Global Technology T (JAGTX - Free Report) is a stand out amongst its peers. With a much more diversified approach, JAGTX--part of the Sector - Tech mutual fund category--gives investors a way to own a stake in the notoriously risky tech sector. 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.
T. Rowe Price Capital Opportunity A (PACOX - Free Report) . Expense ratio: 0.85%. Management fee: 0.33%. Five year annual return: 10.63%. PACOX is a Large Cap Blend fund, targeting companies with market caps of over $10 billion. These funds offer investors a stability, and are perfect for people with a "buy and hold" mindset.
These examples highlight the fact that there are some astonishingly good mutual funds out there. If your advisor has you in the good ones, bravo! If not, you may need to have a 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
3 Top-Performing Mutual Funds to Consider for Your Retirement Portfolio- September 03, 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.
Great performance, diversification, and low fees: it's a pretty simple formula for a great mutual fund. Some are better than others, but utilizing our Zacks Rank, we have identified three mutual funds that would make great additions to long-term investors' portfolios.
Let's take a look at some of the highest Zacks Ranked mutual funds with the lowest fees.
JPMorgan Large Cap Growth R2 (JLGZX - Free Report) : 1.19% expense ratio and 0.45% management fee. JLGZX 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 annual returns of 17.46% over the last five years, this fund is a winner.
Janus Henderson Global Technology T (JAGTX - Free Report) is a stand out amongst its peers. With a much more diversified approach, JAGTX--part of the Sector - Tech mutual fund category--gives investors a way to own a stake in the notoriously risky tech sector. 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.
T. Rowe Price Capital Opportunity A (PACOX - Free Report) . Expense ratio: 0.85%. Management fee: 0.33%. Five year annual return: 10.63%. PACOX is a Large Cap Blend fund, targeting companies with market caps of over $10 billion. These funds offer investors a stability, and are perfect for people with a "buy and hold" mindset.
These examples highlight the fact that there are some astonishingly good mutual funds out there. If your advisor has you in the good ones, bravo! If not, you may need to have a 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.