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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.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
JPMorgan Equity Income Fund C (OINCX): 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. OINCX has achieved five-year annual returns of an astounding 11.98%.
Nuveen Core Equity Premier (TRPGX). Expense ratio: 0.55%. Management fee: 0.39%. TRPGX 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. This fund has managed to produce a robust 16.1% over the last five years.
BlackRock Basic Value K (MBVKX - Free Report) : 0.47% expense ratio and 0.42% management fee. MBVKX is a part of the Large Cap Value category, and invests in equities with a market capitalization of $10 billion or more, but whose share prices do not reflect their intrinsic value. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 16.51% over the last 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 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.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
JPMorgan Equity Income Fund C (OINCX): 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. OINCX has achieved five-year annual returns of an astounding 11.98%.
Nuveen Core Equity Premier (TRPGX). Expense ratio: 0.55%. Management fee: 0.39%. TRPGX 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. This fund has managed to produce a robust 16.1% over the last five years.
BlackRock Basic Value K (MBVKX - Free Report) : 0.47% expense ratio and 0.42% management fee. MBVKX is a part of the Large Cap Value category, and invests in equities with a market capitalization of $10 billion or more, but whose share prices do not reflect their intrinsic value. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 16.51% over the last 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.