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3 Top-Performing Mutual Funds to Consider for Your Retirement Portfolio
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Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds.
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 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
Deutsche Science and Technology Institutional
(KTCIX - Free Report) . KTCIX is part of the Sector - Tech mutual fund category that invests in technology and lets investors own a stake in a notoriously volatile sector, but with a much more diversified approach. This fund is a winner, boasting an expense ratio of 0.68%, management fee of 0.46%, and a five-year annualized return track record of 20.56%.
JPMorgan Large Cap Value Fund A
(OLVAX - Free Report) : 0.93% expense ratio and 0.4% management fee. 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. OLVAX, with annual returns of 15.37% over the last five years, is a well-diversified fund with a long track record of success.
American Funds Fundamental Investors R6
(RFNGX - Free Report) : 0.28% expense ratio and 0.24% management fee. RFNGX 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 a five-year annual return of 15.19%, this fund is a well-diversified fund with a long track record of success.
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-Performing Mutual Funds to Consider for Your Retirement Portfolio
Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds.
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 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
Deutsche Science and Technology Institutional
(KTCIX - Free Report) . KTCIX is part of the Sector - Tech mutual fund category that invests in technology and lets investors own a stake in a notoriously volatile sector, but with a much more diversified approach. This fund is a winner, boasting an expense ratio of 0.68%, management fee of 0.46%, and a five-year annualized return track record of 20.56%.JPMorgan Large Cap Value Fund A
(OLVAX - Free Report) : 0.93% expense ratio and 0.4% management fee. 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. OLVAX, with annual returns of 15.37% over the last five years, is a well-diversified fund with a long track record of success.American Funds Fundamental Investors R6
(RFNGX - Free Report) : 0.28% expense ratio and 0.24% management fee. RFNGX 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 a five-year annual return of 15.19%, this fund is a well-diversified fund with a long track record of success.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.