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JPMORGAN LARGE CAP GR FUND (SEEGX) - free report >>
Janus Henderson VIT Gl Tech&Innv I (JGLTX) - free report >>
CIBC Atlas Disciplined Equity Instl (AWEIX) - free report >>
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3 Great Mutual Fund Picks for Your Retirement
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 easiest, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. The Zacks Mutual Fund Rank, which 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 learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
AT Disciplined Equity Fund (AWEIX - Free Report) : 0.72% expense ratio and 0.65% management fee. AWEIX 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. AWEIX has achieved five-year annual returns of an astounding 10.09%.
JPMorgan Large Cap Growth I (SEEGX - Free Report) : 0.69% expense ratio and 0.45% management fee. SEEGX 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. SEEGX, with annual returns of 14.96% over the last five years, is a well-diversified fund with a long track record of success.
Janus Henderson Global Technology Institutional (JGLTX - Free Report) . Expense ratio: 0.72%. Management fee: 0.64%. Five year annual return: 11.52%. JGLTX is a Sector - Tech mutual fund, allowing investors to own a stake in a notoriously volatile sector with a much more diversified approach.
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.