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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 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.
Let's break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
Janus Henderson Global Research D
(JANWX - Free Report) : 0.75% expense ratio and 0.59% management fee. JANWX is a Global - Equity mutual fund. These funds invest in large markets like the U.S., Europe, and Japan, and operate with very few geographical limitations. JANWX has achieved five-year annual returns of an astounding 14.89%.
JPMorgan Intrepid Value I
(JPIVX - Free Report) : 0.49% expense ratio and 0.3% management fee. JPIVX is a Large Cap Value fund. These funds invest in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. With yearly returns of 14.06% over the last five years, JPIVX is an effectively diversified fund with a long reputation of solidly positive performance.
AQR Small Cap Multi-Style R6
(QSERX - Free Report) is an attractive large-cap allocation. QSERX 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. QSERX has an expense ratio of 0.5%, management fee of 0.45%, and annual returns of 13.44% 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-Ranked Mutual Funds for Your Retirement
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 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.
Let's break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
Janus Henderson Global Research D
(JANWX - Free Report) : 0.75% expense ratio and 0.59% management fee. JANWX is a Global - Equity mutual fund. These funds invest in large markets like the U.S., Europe, and Japan, and operate with very few geographical limitations. JANWX has achieved five-year annual returns of an astounding 14.89%.JPMorgan Intrepid Value I
(JPIVX - Free Report) : 0.49% expense ratio and 0.3% management fee. JPIVX is a Large Cap Value fund. These funds invest in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. With yearly returns of 14.06% over the last five years, JPIVX is an effectively diversified fund with a long reputation of solidly positive performance.AQR Small Cap Multi-Style R6
(QSERX - Free Report) is an attractive large-cap allocation. QSERX 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. QSERX has an expense ratio of 0.5%, management fee of 0.45%, and annual returns of 13.44% 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.