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It is never too late to invest in mutual funds for retirement. As such, if you plan to invest in some of the best funds, the Zacks Mutual Fund Rank can provide you with valuable guidance.
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 break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
AB Growth & Income Adviser
(CBBYX - Free Report) has a 0.64% expense ratio and 0.55% management fee. CBBYX 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 yearly returns of 12.58% over the last five years, this fund clearly wins.
JPMorgan US Equity Fund L
(JMUEX - Free Report) : 0.54% expense ratio and 0.4% management fee. JMUEX 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. JMUEX, with annual returns of 17.68% over the last five years, is a well-diversified fund with a long track record of success.
PIMCO CommoditiesPlus Strategy A
(PCLAX - Free Report) : 1.19% expense ratio and 0.94% management fee. PCLAX is a Diversified Bonds investment option; these funds give investors exposure to a variety of fixed income types that span across different issuers, maturities, and credit levels. With a five-year annual return of 12.66%, this fund is a well-diversified fund with a long track record of success.
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.
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3 Great Mutual Fund Picks for Your Retirement
It is never too late to invest in mutual funds for retirement. As such, if you plan to invest in some of the best funds, the Zacks Mutual Fund Rank can provide you with valuable guidance.
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 break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
AB Growth & Income Adviser
(CBBYX - Free Report) has a 0.64% expense ratio and 0.55% management fee. CBBYX 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 yearly returns of 12.58% over the last five years, this fund clearly wins.JPMorgan US Equity Fund L
(JMUEX - Free Report) : 0.54% expense ratio and 0.4% management fee. JMUEX 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. JMUEX, with annual returns of 17.68% over the last five years, is a well-diversified fund with a long track record of success.PIMCO CommoditiesPlus Strategy A
(PCLAX - Free Report) : 1.19% expense ratio and 0.94% management fee. PCLAX is a Diversified Bonds investment option; these funds give investors exposure to a variety of fixed income types that span across different issuers, maturities, and credit levels. With a five-year annual return of 12.66%, this fund is a well-diversified fund with a long track record of success.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.