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Make the Most of Your Retirement with These Top-Ranked Mutual Funds
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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.
DFA US Vector Equity I
(DFVEX - Free Report) has a 0.29% expense ratio and 0.25% management fee. DFVEX is a Mid Cap Blend mutual fund that typically features a portfolio filled with stocks of various sizes and styles; it allows for a diversification strategy focusing on companies with market caps between $2 billion and $10 billion. With yearly returns of 12.57% over the last five years, this fund clearly wins.
JPMorgan Disciplined Equity I
(JDESX - Free Report) : 0.35% expense ratio and 0.25% management fee. JDESX 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 16.01% over the last five years, JDESX is an effectively diversified fund with a long reputation of solidly positive performance.
Vanguard US Growth Investor
(VWUSX - Free Report) is an attractive large-cap allocation. VWUSX is a part of the Large Cap Growth mutual fund category, which invest in many large U.S. companies that are expected to grow much faster compared to other large-cap stocks. VWUSX has an expense ratio of 0.32%, management fee of 0.31%, and annual returns of 15.45% over the past 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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Make the Most of Your Retirement with These Top-Ranked Mutual Funds
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.
DFA US Vector Equity I
(DFVEX - Free Report) has a 0.29% expense ratio and 0.25% management fee. DFVEX is a Mid Cap Blend mutual fund that typically features a portfolio filled with stocks of various sizes and styles; it allows for a diversification strategy focusing on companies with market caps between $2 billion and $10 billion. With yearly returns of 12.57% over the last five years, this fund clearly wins.JPMorgan Disciplined Equity I
(JDESX - Free Report) : 0.35% expense ratio and 0.25% management fee. JDESX 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 16.01% over the last five years, JDESX is an effectively diversified fund with a long reputation of solidly positive performance.Vanguard US Growth Investor
(VWUSX - Free Report) is an attractive large-cap allocation. VWUSX is a part of the Large Cap Growth mutual fund category, which invest in many large U.S. companies that are expected to grow much faster compared to other large-cap stocks. VWUSX has an expense ratio of 0.32%, management fee of 0.31%, and annual returns of 15.45% over the past 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.