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3 Magnificent Mutual Funds to Maximize 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.
How can you tell a good mutual fund from a bad one? It's pretty basic: if the fund is diversified, has low fees, and shows strong performance, it's a keeper. Of course, there's a wide range, but using the Zacks Mutual Fund Rank, we've found three mutual funds that would be great additions to any long-term retirement investors' portfolios.
Let's break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
If you are looking to diversify your portfolio, consider
JPMorgan Intrepid Advantage Fund C
(JICCX - Free Report) . JICCX 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. This fund is a winner, boasting an expense ratio of 1.14%, management fee of 0.3%, and a five-year annualized return track record of 14.88%.
MassMutual Select Blue Chip Growth R5
(MBCSX - Free Report) . Expense ratio: 0.75%. Management fee: 0.62%. MBCSX is a Large Cap Growth option; these mutual funds purchase stakes in numerous large U.S. companies that are expected to develop and grow at a faster rate than other large-cap stocks. This fund has managed to produce a robust 16.8% over the last five years.
T. Rowe Price Mid-Cap Value R
(RRMVX - Free Report) . Expense ratio: 1.29%. Management fee: 0.64%. Five year annual return: 14.84%. RRMVX is a Mid Cap Value fund, which usually invests in companies with a stock market valuation between $2 billion and $10 billion.
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 Magnificent Mutual Funds to Maximize 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.
How can you tell a good mutual fund from a bad one? It's pretty basic: if the fund is diversified, has low fees, and shows strong performance, it's a keeper. Of course, there's a wide range, but using the Zacks Mutual Fund Rank, we've found three mutual funds that would be great additions to any long-term retirement investors' portfolios.
Let's break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
If you are looking to diversify your portfolio, consider
JPMorgan Intrepid Advantage Fund C
(JICCX - Free Report) . JICCX 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. This fund is a winner, boasting an expense ratio of 1.14%, management fee of 0.3%, and a five-year annualized return track record of 14.88%.MassMutual Select Blue Chip Growth R5
(MBCSX - Free Report) . Expense ratio: 0.75%. Management fee: 0.62%. MBCSX is a Large Cap Growth option; these mutual funds purchase stakes in numerous large U.S. companies that are expected to develop and grow at a faster rate than other large-cap stocks. This fund has managed to produce a robust 16.8% over the last five years.T. Rowe Price Mid-Cap Value R
(RRMVX - Free Report) . Expense ratio: 1.29%. Management fee: 0.64%. Five year annual return: 14.84%. RRMVX is a Mid Cap Value fund, which usually invests in companies with a stock market valuation between $2 billion and $10 billion.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.