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Principal MidCap Gr J (PMGJX) - free report >>
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Principal MidCap Gr J (PMGJX) - free report >>
T. Rowe Price Dividend Growth Adv (TADGX) - free report >>
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These 3 Top-Ranked Mutual Funds Will Help Boost Your Retirement Portfolio September 11, 2020
Our "Magnificent Retirement Mutual Funds" list includes some of the best managed and best performing funds around. If you're already invested in these, congratulations! But if you're just now discovering them, don't worry. When it comes to your retirement, it's never too late to start investing in the best.
The easiest, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Our Zacks Rank covers over 19,000 mutual funds has helped us identify three outstanding options that are perfect for any long-term investors' portfolios that is retirement-focused.
Let's take a look at some of the highest Zacks Ranked mutual funds with the lowest fees.
Principal Mid Cap Growth J (PMGJX - Free Report) : 0.95% expense ratio and 0.65% management fee. PMGJX is a Mid Cap Growth mutual fund. These mutual funds choose companies with a stock market valuation between $2 billion and $10 billion. With annual returns of 10.39% over the last five years, this fund is a winner.
JPMorgan Small Cap Growth L (JISGX - Free Report) is a stand out amongst its peers. JISGX is a Small Cap Growth mutual fund and tends to feature small companies in up-and-coming industries and markets. With five-year annualized performance of 14.33%, expense ratio of 0.84% and management fee of 0.65%, this diversified fund is an attractive buy with a strong history of performance.
T. Rowe Price Dividend Growth Adviser (TADGX - Free Report) : 0.91% expense ratio and 0.49% management fee. TADGX 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. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 10.15% over the last five years.
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.