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Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?
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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 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.
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
T. Rowe Price Institutional Large Cap Core
(TPLGX - Free Report) . TPLGX 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 0.56%, management fee of 0.55%, and a five-year annualized return track record of 14.7%.
RBB Free Market US Equity
(FMUEX - Free Report) : 0.54% expense ratio and 0.49% management fee. FMUEX is an All Cap Growth mutual fund with holdings across small, medium, and large-cap levels in order to increase diversification. FMUEX, with annual returns of 10.4% over the last five years, is a well-diversified fund with a long track record of success.
JPMorgan Large Cap Value Fund A
(OLVAX - Free Report) . Expense ratio: 0.93%. Management fee: 0.4%. Five year annual return: 11.67%. OLVAX 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.
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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Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?
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 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.
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
T. Rowe Price Institutional Large Cap Core
(TPLGX - Free Report) . TPLGX 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 0.56%, management fee of 0.55%, and a five-year annualized return track record of 14.7%.RBB Free Market US Equity
(FMUEX - Free Report) : 0.54% expense ratio and 0.49% management fee. FMUEX is an All Cap Growth mutual fund with holdings across small, medium, and large-cap levels in order to increase diversification. FMUEX, with annual returns of 10.4% over the last five years, is a well-diversified fund with a long track record of success.JPMorgan Large Cap Value Fund A
(OLVAX - Free Report) . Expense ratio: 0.93%. Management fee: 0.4%. Five year annual return: 11.67%. OLVAX 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.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.