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Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?
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There is never a wrong time to invest in mutual funds for retirement. So, if you're still looking for the best mutual funds, the Zacks Mutual Fund Rank can be a great guide.
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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
JPMorgan Equity Income Fund R2 (OIEFX): 1.2% expense ratio and 0.4% management fee. OIEFX is classified as a Large Cap Blend fund. More often than not, Large Cap Blend mutual funds invest in companies with a market cap of over $10 billion. Buying stakes in bigger companies offer these funds more stability, and are well-suited for investors with a "buy and hold" mindset. With annual returns of 12.25% over the last five years, this fund is a winner.
Federated International Leaders R6 (FGRSX - Free Report) is a stand out amongst its peers. FGRSX is a part of the Non US - Equity fund category, many of which will focus across all cap levels, and will typically allocate their investments between emerging and developed markets. With five-year annualized performance of 11.16%, expense ratio of 0.73% and management fee of 0.72%, this diversified fund is an attractive buy with a strong history of performance.
Goldman Sachs Growth Strategy R6 (GGSUX): 0.18% expense ratio and 0.15% management fee. GGSUX 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. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 11.14% over the last 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?
There is never a wrong time to invest in mutual funds for retirement. So, if you're still looking for the best mutual funds, the Zacks Mutual Fund Rank can be a great guide.
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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
JPMorgan Equity Income Fund R2 (OIEFX): 1.2% expense ratio and 0.4% management fee. OIEFX is classified as a Large Cap Blend fund. More often than not, Large Cap Blend mutual funds invest in companies with a market cap of over $10 billion. Buying stakes in bigger companies offer these funds more stability, and are well-suited for investors with a "buy and hold" mindset. With annual returns of 12.25% over the last five years, this fund is a winner.
Federated International Leaders R6 (FGRSX - Free Report) is a stand out amongst its peers. FGRSX is a part of the Non US - Equity fund category, many of which will focus across all cap levels, and will typically allocate their investments between emerging and developed markets. With five-year annualized performance of 11.16%, expense ratio of 0.73% and management fee of 0.72%, this diversified fund is an attractive buy with a strong history of performance.
Goldman Sachs Growth Strategy R6 (GGSUX): 0.18% expense ratio and 0.15% management fee. GGSUX 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. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 11.14% over the last 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.