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Victory Sycamore Established Val R6 (VEVRX) - free report >>
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Victory Sycamore Established Val R6 (VEVRX) - free report >>
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Make the Most of Your Retirement with These Top-Ranked Mutual Funds
There is never a wrong time to invest in mutual funds for retirement. So, if you're still looking for the best mutual funds, the Zacks Mutual Fund Rank can be a great guide.
The easiest way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Using the Zacks Mutual Fund Rank of over 19,000 mutual funds, we've identified three outstanding mutual funds that are ideally suited to help long-term investors pursue and achieve their retirement investing goals.
Let's break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
JPMorgan US Equity I (JUESX - Free Report) has a 0.69% expense ratio and 0.4% management fee. JUESX is classified as a Large Cap Blend fund. More often than not, Large Cap Blend mutual funds invest in companies with a market cap of over $10 billion. Buying stakes in bigger companies offer these funds more stability, and are well-suited for investors with a "buy and hold" mindset. With yearly returns of 10.82% over the last five years, this fund clearly wins.
Victory Sycamore Established Value R6 (VEVRX - Free Report) . Expense ratio: 0.54%. Management fee: 0.45%. VEVRX is a Mid Cap Value fund, which usually invests in companies with a stock market valuation between $2 billion and $10 billion. This fund has managed to produce a robust 11.13% over the last five years.
Ivy Large Cap Growth A (WLGAX - Free Report) : 0.96% expense ratio and 0.6% management fee. WLGAX 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 11.06%, 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.