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Are these 3 Top-Ranked Mutual Funds In 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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
American Funds Growth Portfolio 529F1 (CGPFX - Free Report) has a 0.18% expense ratio and 0% management fee. CGPFX 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. With yearly returns of 12.72% over the last five years, this fund clearly wins.
JPMorgan Small Cap Value Fund R5 (JSVRX): 0.84% expense ratio and 0.65% management fee. JSVRX is a Small Cap Value mutual fund, investing in small companies with stock market valuation less than $2 billion. With yearly returns of 12.8% over the last five years, JSVRX is an effectively diversified fund with a long reputation of solidly positive performance.
BlackRock Mid Cap Dividend Institutional (MARFX): 0.74% expense ratio and 0.64% management fee. MARFX is a Mid Cap Value mutual funds that aims to target medium-sized companies that possess strong value and income opportunities for investors. With a five-year annual return of 14.42%, this fund is a well-diversified fund with a long track record of success.
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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Are these 3 Top-Ranked Mutual Funds In 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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
American Funds Growth Portfolio 529F1 (CGPFX - Free Report) has a 0.18% expense ratio and 0% management fee. CGPFX 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. With yearly returns of 12.72% over the last five years, this fund clearly wins.
JPMorgan Small Cap Value Fund R5 (JSVRX): 0.84% expense ratio and 0.65% management fee. JSVRX is a Small Cap Value mutual fund, investing in small companies with stock market valuation less than $2 billion. With yearly returns of 12.8% over the last five years, JSVRX is an effectively diversified fund with a long reputation of solidly positive performance.
BlackRock Mid Cap Dividend Institutional (MARFX): 0.74% expense ratio and 0.64% management fee. MARFX is a Mid Cap Value mutual funds that aims to target medium-sized companies that possess strong value and income opportunities for investors. With a five-year annual return of 14.42%, this fund is a well-diversified fund with a long track record of success.
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.