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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.
JPMorgan Equity Income Fund C (OINCX - Free Report) : 1.45% expense ratio and 0.4% management fee. OINCX 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. With annual returns of 11.2% over the last five years, this fund is a winner.
Nuveen LargeCap Growth A (TIRTX): 0.7% expense ratio and 0.39% management fee. TIRTX 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 yearly returns of 11.6% over the last five years, TIRTX is an effectively diversified fund with a long reputation of solidly positive performance.
Federated MDT Small Cap Core Fund A (QASCX): 1.13% expense ratio and 0.75% management fee. QASCX is a Small Cap Blend mutual fund that usually targets companies with a market capitalization of less than $2 billion. With a five-year annual return of 13.71%, this fund is a well-diversified fund with a long track record of success.
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 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 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.
JPMorgan Equity Income Fund C (OINCX - Free Report) : 1.45% expense ratio and 0.4% management fee. OINCX 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. With annual returns of 11.2% over the last five years, this fund is a winner.
Nuveen LargeCap Growth A (TIRTX): 0.7% expense ratio and 0.39% management fee. TIRTX 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 yearly returns of 11.6% over the last five years, TIRTX is an effectively diversified fund with a long reputation of solidly positive performance.
Federated MDT Small Cap Core Fund A (QASCX): 1.13% expense ratio and 0.75% management fee. QASCX is a Small Cap Blend mutual fund that usually targets companies with a market capitalization of less than $2 billion. With a five-year annual return of 13.71%, this fund is a well-diversified fund with a long track record of success.
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.