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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 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 take a look at some of our top-ranked mutual funds with the lowest fees.
JPMorgan Large Cap Growth R2 (JLGZX - Free Report) : 1.18% expense ratio and 0.45% management fee. JLGZX 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 annual returns of 14.49% over the last five years, this fund is a winner.
T. Rowe Price US Equity Research (PRCOX - Free Report) : 0.45% expense ratio and 0.33% management fee. PRCOX 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 11.62% over the last five years, PRCOX is an effectively diversified fund with a long reputation of solidly positive performance.
Dreyfus Strategic Value Y (DRGYX - Free Report) is an attractive large-cap allocation. DRGYX is a part of the Large Cap Value category, and invests in equities with a market capitalization of $10 billion or more, but whose share prices do not reflect their intrinsic value. DRGYX has an expense ratio of 0.64%, management fee of 0.6%, and annual returns of 11.27% over the past five years.
These examples highlight the fact that there are some astonishingly good mutual funds out there. If your advisor has you in the good ones, bravo! If not, you may need to have a talk.