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T ROWE PRICE US EQ RESEARCH F (PRCOX) - free report >>
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T ROWE PRICE US EQ RESEARCH F (PRCOX) - 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 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.
T. Rowe Price US Equity Research (PRCOX - Free Report) has a 0.45% expense ratio and 0.33% management fee. PRCOX is a Large Cap Blend fund, targeting companies with market caps of over $10 billion. These funds offer investors a stability, and are perfect for people with a "buy and hold" mindset. With yearly returns of 12.55% over the last five years, this fund clearly wins.
AB Large Cap Growth Adivsor (APGYX - Free Report) is a stand out amongst its peers. APGYX 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 five-year annualized performance of 13.83%, expense ratio of 0.59% and management fee of 0.48%, this diversified fund is an attractive buy with a strong history of performance.
JPMorgan Mid Cap Growth Fund R5 (JMGFX - Free Report) : 0.79% expense ratio and 0.65% management fee. JMGFX is a Mid Cap Growth mutual fund. These funds aim to target companies with a market capitalization between $2 billion and $10 billion that are also expected to exhibit more extensive growth opportunities for investors than their peers. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 11.82% over the last 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.