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3 Top-Performing Mutual Funds to Consider for Your Retirement Portfolio
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Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds.
The easiest way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Using the Zacks Mutual Fund Rank of over 19,000 mutual funds, we've identified three outstanding mutual funds that are ideally suited to help long-term investors pursue and achieve their retirement investing goals.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
If you are looking to diversify your portfolio, consider
JPMorgan Growth Advantage I
(JGASX - Free Report) . JGASX 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. This fund is a winner, boasting an expense ratio of 0.79%, management fee of 0.55%, and a five-year annualized return track record of 19.91%.
Voya Corporate Leaders Trust Fund B
(LEXCX - Free Report) is a stand out amongst its peers. LEXCX is classified as a Large Cap Blend fund. More often than not, Large Cap Blend mutual funds invest in companies with a market cap of over $10 billion. Buying stakes in bigger companies offer these funds more stability, and are well-suited for investors with a "buy and hold" mindset. With five-year annualized performance of 12.11%, expense ratio of 0.45% and management fee of 0%, this diversified fund is an attractive buy with a strong history of performance.
Putnam Small Cap Growth A
(PNSAX - Free Report) is an attractive large-cap allocation. PNSAX is a Small Cap Growth mutual fund and tends to feature small companies in up-and-coming industries and markets. PNSAX has an expense ratio of 1.21%, management fee of 0.7%, and annual returns of 14.51% over the past 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
Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds.
The easiest way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Using the Zacks Mutual Fund Rank of over 19,000 mutual funds, we've identified three outstanding mutual funds that are ideally suited to help long-term investors pursue and achieve their retirement investing goals.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
If you are looking to diversify your portfolio, consider
JPMorgan Growth Advantage I
(JGASX - Free Report) . JGASX 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. This fund is a winner, boasting an expense ratio of 0.79%, management fee of 0.55%, and a five-year annualized return track record of 19.91%.Voya Corporate Leaders Trust Fund B
(LEXCX - Free Report) is a stand out amongst its peers. LEXCX is classified as a Large Cap Blend fund. More often than not, Large Cap Blend mutual funds invest in companies with a market cap of over $10 billion. Buying stakes in bigger companies offer these funds more stability, and are well-suited for investors with a "buy and hold" mindset. With five-year annualized performance of 12.11%, expense ratio of 0.45% and management fee of 0%, this diversified fund is an attractive buy with a strong history of performance.Putnam Small Cap Growth A
(PNSAX - Free Report) is an attractive large-cap allocation. PNSAX is a Small Cap Growth mutual fund and tends to feature small companies in up-and-coming industries and markets. PNSAX has an expense ratio of 1.21%, management fee of 0.7%, and annual returns of 14.51% over the past 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.