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JPMorgan Large Cap Growth R5 (JLGRX) - free report >>
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JPMorgan Large Cap Growth R5 (JLGRX) - free report >>
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Should You Add These 3 Top-Performing Mutual Funds to Your Portfolio?
It is never too late to invest in mutual funds for retirement. As such, if you plan to invest in some of the best funds, the Zacks Mutual Fund Rank can provide you with valuable guidance.
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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
VALIC Company I Mid Cap Strategic Growth (VMSGX - Free Report) : 0.78% expense ratio and 0.64% management fee. VMSGX is a Global - Equity mutual fund, which invests their assets in large markets, leveraging the global economy. With annual returns of 10.72% over the last five years, this fund is a winner.
JPMorgan Large Cap Growth R5 (JLGRX - Free Report) : 0.53% expense ratio and 0.45% management fee. JLGRX is a Large Cap Growth mutual fund, and these funds invest in many large U.S. firms that are projected to grow at a faster rate than their large-cap peers. With yearly returns of 14.8% over the last five years, JLGRX is an effectively diversified fund with a long reputation of solidly positive performance.
BNY Mellon Income Stock Fund M (MPISX - Free Report) is an attractive large-cap allocation. MPISX 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. MPISX has an expense ratio of 0.85%, management fee of 0.65%, and annual returns of 10.06% over the past five years.
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.