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3 Top-Performing Mutual Funds to Consider for 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 easiest way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Using the Zacks Mutual Fund Rank of over 19,000 mutual funds, we've identified three outstanding mutual funds that are ideally suited to help long-term investors pursue and achieve their retirement investing goals.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
If you are looking to diversify your portfolio, consider American Funds Growth and Income Portfolio 529 A (CGNAX - Free Report) . CGNAX 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 0.37%, management fee of 0%, and a five-year annualized return track record of 10.96%.
Janus Henderson Enterprise Institutional (JAAGX): 0.72% expense ratio and 0.64% management fee. JAAGX is a Mid Cap Growth mutual fund. These funds aim to target companies with a market capitalization between $2 billion and $10 billion that are also expected to exhibit more extensive growth opportunities for investors than their peers. With yearly returns of 11.44% over the last five years, JAAGX is an effectively diversified fund with a long reputation of solidly positive performance.
Third Avenue Value Fund Institutional (TAVFX) is an attractive large-cap allocation. TAVFX is a Small Cap Value mutual fund option, which typically invest in companies with market caps under $2 billion. TAVFX has an expense ratio of 1.17%, management fee of 0.9%, and annual returns of 24.42% 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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3 Top-Performing Mutual Funds to Consider for 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 easiest way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Using the Zacks Mutual Fund Rank of over 19,000 mutual funds, we've identified three outstanding mutual funds that are ideally suited to help long-term investors pursue and achieve their retirement investing goals.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
If you are looking to diversify your portfolio, consider American Funds Growth and Income Portfolio 529 A (CGNAX - Free Report) . CGNAX 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 0.37%, management fee of 0%, and a five-year annualized return track record of 10.96%.
Janus Henderson Enterprise Institutional (JAAGX): 0.72% expense ratio and 0.64% management fee. JAAGX is a Mid Cap Growth mutual fund. These funds aim to target companies with a market capitalization between $2 billion and $10 billion that are also expected to exhibit more extensive growth opportunities for investors than their peers. With yearly returns of 11.44% over the last five years, JAAGX is an effectively diversified fund with a long reputation of solidly positive performance.
Third Avenue Value Fund Institutional (TAVFX) is an attractive large-cap allocation. TAVFX is a Small Cap Value mutual fund option, which typically invest in companies with market caps under $2 billion. TAVFX has an expense ratio of 1.17%, management fee of 0.9%, and annual returns of 24.42% 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.