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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, 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.
American Funds Growth Fund of America R2E (RGEBX): 1.09% expense ratio and 0.26% management fee. RGEBX is a Large Cap Growth mutual fund, and these funds invest in many large U.S. firms that are projected to grow at a faster rate than their large-cap peers. With annual returns of 15.12% over the last five years, this fund is a winner.
PIMCO Dividend & Income P (PQIPX). Expense ratio: 0.8%. Management fee: 0.79%. PQIPX is classified as an Allocation Balanced fund, which seeks to invest in a balance of asset types, like stocks, bonds, and cash, and including precious metals or commodities is not unusual. This fund has managed to produce a robust 11.95% over the last five years.
Janus Henderson Global Technology and Innovation T (JAGTX - Free Report) is an attractive large-cap allocation. JAGTX is a Sector - Tech mutual fund, allowing investors to own a stake in a notoriously volatile sector with a much more diversified approach. JAGTX has an expense ratio of 0.94%, management fee of 0.64%, and annual returns of 16.81% over the past five years.
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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3 Great Mutual Fund Picks for Your Retirement
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, 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.
American Funds Growth Fund of America R2E (RGEBX): 1.09% expense ratio and 0.26% management fee. RGEBX is a Large Cap Growth mutual fund, and these funds invest in many large U.S. firms that are projected to grow at a faster rate than their large-cap peers. With annual returns of 15.12% over the last five years, this fund is a winner.
PIMCO Dividend & Income P (PQIPX). Expense ratio: 0.8%. Management fee: 0.79%. PQIPX is classified as an Allocation Balanced fund, which seeks to invest in a balance of asset types, like stocks, bonds, and cash, and including precious metals or commodities is not unusual. This fund has managed to produce a robust 11.95% over the last five years.
Janus Henderson Global Technology and Innovation T (JAGTX - Free Report) is an attractive large-cap allocation. JAGTX is a Sector - Tech mutual fund, allowing investors to own a stake in a notoriously volatile sector with a much more diversified approach. JAGTX has an expense ratio of 0.94%, management fee of 0.64%, and annual returns of 16.81% over the past five years.
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.