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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 break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
JPMorgan Developed Intl Value C (JIUCX - Free Report) : 1.49% expense ratio and 0.55% management fee. JIUCX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. JIUCX has achieved five-year annual returns of an astounding 16.36%.
Nuveen Quant SmallCap Equity R6 (TISEX) is a stand out amongst its peers. TISEX is a Small Cap Blend mutual fund that usually targets companies with a market capitalization of less than $2 billion. With five-year annualized performance of 14.36%, expense ratio of 0.41% and management fee of 0.4%, this diversified fund is an attractive buy with a strong history of performance.
T. Rowe Price Blue Chip Growth R (RRBGX) is an attractive large-cap allocation. RRBGX 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. RRBGX has an expense ratio of 1.21%, management fee of 0.55%, and annual returns of 12.4% over the past five years.
These examples highlight the fact that there are some astonishingly good mutual funds out there. If your advisor has you in the good ones, bravo! If not, you may need to have a 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 break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
JPMorgan Developed Intl Value C (JIUCX - Free Report) : 1.49% expense ratio and 0.55% management fee. JIUCX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. JIUCX has achieved five-year annual returns of an astounding 16.36%.
Nuveen Quant SmallCap Equity R6 (TISEX) is a stand out amongst its peers. TISEX is a Small Cap Blend mutual fund that usually targets companies with a market capitalization of less than $2 billion. With five-year annualized performance of 14.36%, expense ratio of 0.41% and management fee of 0.4%, this diversified fund is an attractive buy with a strong history of performance.
T. Rowe Price Blue Chip Growth R (RRBGX) is an attractive large-cap allocation. RRBGX 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. RRBGX has an expense ratio of 1.21%, management fee of 0.55%, and annual returns of 12.4% over the past five years.
These examples highlight the fact that there are some astonishingly good mutual funds out there. If your advisor has you in the good ones, bravo! If not, you may need to have a talk.