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3 Top-Performing Mutual Funds to Consider for Your Retirement Portfolio
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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 take a look at some of our top-ranked mutual funds with the lowest fees.
JPMorgan Disciplined Equity A
(JDEAX - Free Report) has a 0.6% expense ratio and 0.25% management fee. JDEAX 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. With yearly returns of 17.11% over the last five years, this fund clearly wins.
Janus Henderson Research I
(JRAIX - Free Report) : 0.6% expense ratio and 0.48% management fee. JRAIX is a Large Cap Growth mutual fund, and these funds invest in many large U.S. firms that are projected to grow at a faster rate than their large-cap peers. JRAIX, with annual returns of 17.08% over the last five years, is a well-diversified fund with a long track record of success.
MFS Mid Cap Value R4
(MVCJX - Free Report) : 0.74% expense ratio and 0.61% management fee. MVCJX 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 12.45% over the last five years.
There you have it. If your financial advisor had you put your money into any of our top-ranked funds, then they've got you covered. If not, you may need to talk.
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3 Top-Performing Mutual Funds to Consider for Your Retirement Portfolio
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 take a look at some of our top-ranked mutual funds with the lowest fees.
JPMorgan Disciplined Equity A
(JDEAX - Free Report) has a 0.6% expense ratio and 0.25% management fee. JDEAX 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. With yearly returns of 17.11% over the last five years, this fund clearly wins.Janus Henderson Research I
(JRAIX - Free Report) : 0.6% expense ratio and 0.48% management fee. JRAIX is a Large Cap Growth mutual fund, and these funds invest in many large U.S. firms that are projected to grow at a faster rate than their large-cap peers. JRAIX, with annual returns of 17.08% over the last five years, is a well-diversified fund with a long track record of success.MFS Mid Cap Value R4
(MVCJX - Free Report) : 0.74% expense ratio and 0.61% management fee. MVCJX 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 12.45% over the last five years.There you have it. If your financial advisor had you put your money into any of our top-ranked funds, then they've got you covered. If not, you may need to talk.