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3 Magnificent Mutual Funds to Maximize 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 easiest, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. The Zacks Mutual Fund Rank, which covers over 19,000 mutual funds, has helped us identify three outstanding options that are perfect for any long-term investors' portfolios that is retirement-focused.
Let's break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
Wells Fargo Precious Metals A
(EKWAX - Free Report) has a 1.19% expense ratio and 0.65% management fee. Sector - Precious Metal funds like EKWAX normally invest in stocks focused on the mining and production of precious metals such as gold, silver, platinum, and palladium. With yearly returns of 17.53% over the last five years, this fund clearly wins.
JPMorgan Value Advantage I
(JVASX - Free Report) : 0.77% expense ratio and 0.5% management fee. JVASX 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. JVASX, with annual returns of 17.72% over the last five years, is a well-diversified fund with a long track record of success.
Neuberger Berman Genesis Institutional
(NBGIX - Free Report) . Expense ratio: 0.84%. Management fee: 0.81%. Five year annual return: 11.91%. NBGIX is a Small Cap Value mutual fund option, which typically invest in companies with market caps under $2 billion.
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 Magnificent Mutual Funds to Maximize 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 easiest, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. The Zacks Mutual Fund Rank, which covers over 19,000 mutual funds, has helped us identify three outstanding options that are perfect for any long-term investors' portfolios that is retirement-focused.
Let's break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
Wells Fargo Precious Metals A
(EKWAX - Free Report) has a 1.19% expense ratio and 0.65% management fee. Sector - Precious Metal funds like EKWAX normally invest in stocks focused on the mining and production of precious metals such as gold, silver, platinum, and palladium. With yearly returns of 17.53% over the last five years, this fund clearly wins.JPMorgan Value Advantage I
(JVASX - Free Report) : 0.77% expense ratio and 0.5% management fee. JVASX 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. JVASX, with annual returns of 17.72% over the last five years, is a well-diversified fund with a long track record of success.Neuberger Berman Genesis Institutional
(NBGIX - Free Report) . Expense ratio: 0.84%. Management fee: 0.81%. Five year annual return: 11.91%. NBGIX is a Small Cap Value mutual fund option, which typically invest in companies with market caps under $2 billion.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.