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JPMORGAN SMALL CAP VALUE FD (PSOPX) - free report >>
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JPMORGAN SMALL CAP VALUE FD (PSOPX) - free report >>
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3 Top-Ranked Mutual Funds for Your Retirement
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.
Let's break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
TCW Relative Value Large Cap I (TGDIX - Free Report) : 0.7% expense ratio and 0.6% management fee. TGDIX 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 annual returns of 11.69% over the last five years, this fund is a winner.
JPMorgan Small Cap Value I (PSOPX - Free Report) : 0.94% expense ratio and 0.65% management fee. PSOPX is a Small Cap Value mutual fund option, which typically invest in companies with market caps under $2 billion. PSOPX, with annual returns of 7.62% over the last five years, is a well-diversified fund with a long track record of success.
Invesco Growth and Income R5 (ACGQX - Free Report) : 0.49% expense ratio and 0.36% management fee. ACGQX 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 10.5% over the last 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.