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JPMORGAN US RES ENH EQUITY FD (JDEAX) - free report >>
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JPMORGAN US RES ENH EQUITY FD (JDEAX) - free report >>
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Should You Add These 3 Top-Performing Mutual Funds to Your 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.
Let's break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
GMO U.S. Equity Allocation Fund ClIII (GMUEX - Free Report) : 0.47% expense ratio and 0.46% management fee. GMUEX 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. GMUEX has achieved five-year annual returns of an astounding 10.74%.
JPMorgan Disciplined Equity A (JDEAX - Free Report) : 0.6% expense ratio and 0.25% management fee. JDEAX 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. JDEAX, with annual returns of 11.97% over the last five years, is a well-diversified fund with a long track record of success.
Vanguard Windsor-II Admiral (VWNAX - Free Report) : 0.26% expense ratio and 0.25% management fee. VWNAX is a Large Cap Value mutual fund, which invests in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. With a five-year annual return of 10.46%, 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.