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Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?- September 07, 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.
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 take a look at some of the highest Zacks Ranked mutual funds with the lowest fees.
BMO Large-Cap Growth Fund Y has a 0.79% expense ratio and 0.35% management fee. MASTX 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 12.82% over the last five years, this fund clearly wins.
T. Rowe Price Mid-Cap Growth Fund (RPMGX - Free Report) : 0.74% expense ratio and 0.61% management fee. RPMGX 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 yearly returns of 10.64% over the last five years, RPMGX is an effectively diversified fund with a long reputation of solidly positive performance.
JPMorgan Small Cap Growth Fund A (PGSGX - Free Report) : 1.24% expense ratio and 0.65% management fee. PGSGX is a Small Cap Growth mutual fund and tends to feature small companies in up-and-coming industries and markets. With a five-year annual return of 12.71%, 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.
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Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?- September 07, 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.
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 take a look at some of the highest Zacks Ranked mutual funds with the lowest fees.
BMO Large-Cap Growth Fund Y has a 0.79% expense ratio and 0.35% management fee. MASTX 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 12.82% over the last five years, this fund clearly wins.
T. Rowe Price Mid-Cap Growth Fund (RPMGX - Free Report) : 0.74% expense ratio and 0.61% management fee. RPMGX 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 yearly returns of 10.64% over the last five years, RPMGX is an effectively diversified fund with a long reputation of solidly positive performance.
JPMorgan Small Cap Growth Fund A (PGSGX - Free Report) : 1.24% expense ratio and 0.65% management fee. PGSGX is a Small Cap Growth mutual fund and tends to feature small companies in up-and-coming industries and markets. With a five-year annual return of 12.71%, 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.