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Are these 3 Top-Ranked Mutual Funds In 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.
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 learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
If you are looking to diversify your portfolio, consider Columbia Overseas Value A (COAVX - Free Report) . COAVX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. This fund is a winner, boasting an expense ratio of 1.16%, management fee of 0.78%, and a five-year annualized return track record of 13.72%.
Janus Henderson Global Research D (JANWX) is a stand out amongst its peers. JANWX is a Global - Equity mutual fund investing in bigger markets like the U.S., Europe, and Japan; these kinds of funds aren't limited by geography. With five-year annualized performance of 15.14%, expense ratio of 0.75% and management fee of 0.59%, this diversified fund is an attractive buy with a strong history of performance.
JPMorgan Large Cap Value Fund R2 (JLVZX) is an attractive large-cap allocation. JLVZX 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. JLVZX has an expense ratio of 1.18%, management fee of 0.4%, and annual returns of 16% 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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Are these 3 Top-Ranked Mutual Funds In 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.
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 learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
If you are looking to diversify your portfolio, consider Columbia Overseas Value A (COAVX - Free Report) . COAVX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. This fund is a winner, boasting an expense ratio of 1.16%, management fee of 0.78%, and a five-year annualized return track record of 13.72%.
Janus Henderson Global Research D (JANWX) is a stand out amongst its peers. JANWX is a Global - Equity mutual fund investing in bigger markets like the U.S., Europe, and Japan; these kinds of funds aren't limited by geography. With five-year annualized performance of 15.14%, expense ratio of 0.75% and management fee of 0.59%, this diversified fund is an attractive buy with a strong history of performance.
JPMorgan Large Cap Value Fund R2 (JLVZX) is an attractive large-cap allocation. JLVZX 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. JLVZX has an expense ratio of 1.18%, management fee of 0.4%, and annual returns of 16% 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.