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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, 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.
Invesco Comstock Y
(ACSDX - Free Report) : 0.56% expense ratio and 0.38% management fee. ACSDX 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 13.37% over the last five years, this fund is a winner.
JPMorgan US Equity Fund R2
(JUEZX - Free Report) : 1.19% expense ratio and 0.4% management fee. JUEZX 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 16.4% over the last five years, JUEZX is an effectively diversified fund with a long reputation of solidly positive performance.
MassMutual Premier Small/Mid Cap Opportunities Service Class
(MSVYX - Free Report) : 0.86% expense ratio and 0.58% management fee. MSVYX is a Small Cap Blend mutual fund, allowing investors a way to diversify their funds among various types of small-cap stocks. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 11.42% 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.
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3 Great Mutual Fund Picks for Your Retirement
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, 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.
Invesco Comstock Y
(ACSDX - Free Report) : 0.56% expense ratio and 0.38% management fee. ACSDX 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 13.37% over the last five years, this fund is a winner.JPMorgan US Equity Fund R2
(JUEZX - Free Report) : 1.19% expense ratio and 0.4% management fee. JUEZX 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 16.4% over the last five years, JUEZX is an effectively diversified fund with a long reputation of solidly positive performance.MassMutual Premier Small/Mid Cap Opportunities Service Class
(MSVYX - Free Report) : 0.86% expense ratio and 0.58% management fee. MSVYX is a Small Cap Blend mutual fund, allowing investors a way to diversify their funds among various types of small-cap stocks. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 11.42% 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.