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Principal MidCap Value I Instl (PVMIX) - free report >>
Janus Henderson Research A (JRAAX) - free report >>
MFS Blended Research Value Equit R6 (BRUNX) - free report >>
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Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?
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.
How can you tell a good mutual fund from a bad one? It's pretty basic: if the fund is diversified, has low fees, and shows strong performance, it's a keeper. Of course, there's a wide range, but using the Zacks Mutual Fund Rank, we've found three mutual funds that would be great additions to any long-term retirement investors' portfolios.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
MFS Blended Research Value Equit R6 (BRUNX - Free Report) has a 0.42% expense ratio and 0.4% management fee. BRUNX 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. With yearly returns of 11.78% over the last five years, this fund clearly wins.
Janus Henderson Research A (JRAAX - Free Report) : 0.81% expense ratio and 0.5% management fee. JRAAX is a part of the Large Cap Growth mutual fund category, which invest in many large U.S. companies that are expected to grow much faster compared to other large-cap stocks. JRAAX, with annual returns of 16.53% over the last five years, is a well-diversified fund with a long track record of success.
Principal Mid Cap Value I Institutional (PVMIX - Free Report) : 0.69% expense ratio and 0.64% management fee. PVMIX is a Mid Cap Value mutual funds that aims to target medium-sized companies that possess strong value and income opportunities for investors. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 13.16% 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.