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Are these 3 Top-Ranked Mutual Funds In 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 learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Voya Large Cap Value Portfolio S
(IPESX - Free Report) : 0.91% expense ratio and 0.75% management fee. IPESX 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 11.4% over the last five years, this fund is a winner.
JPMorgan Large Cap Growth R2
(JLGZX - Free Report) : 1.19% expense ratio and 0.45% management fee. JLGZX 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. With yearly returns of 19.36% over the last five years, JLGZX is an effectively diversified fund with a long reputation of solidly positive performance.
TIAA-CREF Small Cap Equity Retail
(TCSEX - Free Report) : 0.71% expense ratio and 0.4% management fee. TCSEX is a Small Cap Blend mutual fund, and usually targets stocks with market caps of less than $2 billion, letting investors diversify their funds among other kinds of small-cap equities. With a five-year annual return of 10.17%, this fund is a well-diversified fund with a long track record of success.
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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Are these 3 Top-Ranked Mutual Funds In 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 learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Voya Large Cap Value Portfolio S
(IPESX - Free Report) : 0.91% expense ratio and 0.75% management fee. IPESX 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 11.4% over the last five years, this fund is a winner.JPMorgan Large Cap Growth R2
(JLGZX - Free Report) : 1.19% expense ratio and 0.45% management fee. JLGZX 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. With yearly returns of 19.36% over the last five years, JLGZX is an effectively diversified fund with a long reputation of solidly positive performance.TIAA-CREF Small Cap Equity Retail
(TCSEX - Free Report) : 0.71% expense ratio and 0.4% management fee. TCSEX is a Small Cap Blend mutual fund, and usually targets stocks with market caps of less than $2 billion, letting investors diversify their funds among other kinds of small-cap equities. With a five-year annual return of 10.17%, this fund is a well-diversified fund with a long track record of success.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.