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JPMorgan US Appl DataSci Value A (JIVAX) - free report >>
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JPMorgan US Appl DataSci Value A (JIVAX) - free report >>
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Should You Add These 3 Top-Performing Mutual Funds to Your 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.
The easiest, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. The Zacks Mutual Fund Rank, which covers over 19,000 mutual funds, has helped us identify three outstanding options that are perfect for any long-term investors' portfolios that is retirement-focused.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
JPMorgan Intrepid Value Fund A (JIVAX - Free Report) : 0.73% expense ratio and 0.3% management fee. JIVAX 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. JIVAX has achieved five-year annual returns of an astounding 11.35%.
Nicholas Limited Edition (NCLEX - Free Report) . Expense ratio: 0.87%. Management fee: 0.75%. NCLEX is a Small Cap Blend mutual fund that usually targets companies with a market capitalization of less than $2 billion. This fund has managed to produce a robust 10.72% over the last five years.
AQR Large Cap Multi Style I (QCELX - Free Report) : 0.4% expense ratio and 0.25% management fee. QCELX is part of the Large Cap Blend section, and these mutual funds most often invest in firms with a market capitalization of $10 billion or more. By investing in bigger companies, these funds offer more stability, and are often well-suited for investors with a "buy and hold" mindset. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 14.09% 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.