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JPMorgan US GARP Equity R2 (JIGZX) - free report >>
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JPMorgan US GARP Equity R2 (JIGZX) - free report >>
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Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?
Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds.
The best way to shortlist great mutual funds is to ensure solid performance, diversification, and low fees. Some are better than others, but utilizing the Zacks Mutual Fund Rank, we have identified three mutual funds that could be solid additions to one's retirement portfolio.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
DFA US Core Equity 1 I (DFEOX - Free Report) : 0.14% expense ratio and 0.12% management fee. DFEOX 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. DFEOX has achieved five-year annual returns of an astounding 11.74%.
Thrivent Small Cap Stock S (TSCSX - Free Report) : 0.8% expense ratio and 0.65% management fee. TSCSX is a Small Cap Blend mutual fund that usually targets companies with a market capitalization of less than $2 billion. With yearly returns of 12.3% over the last five years, TSCSX is an effectively diversified fund with a long reputation of solidly positive performance.
JPMorgan Intrepid Growth Fund R2 (JIGZX - Free Report) : 1.09% expense ratio and 0.3% management fee. JIGZX 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 a five-year annual return of 13.23%, this fund is a well-diversified fund with a long track record of success.
We hope that your investment advisor (if you use one) has you invested in one or all of the top-ranked mutual funds we've reviewed. But if that isn't the case, it might be time to have a conversation or reconsider this vitally important relationship.