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3 Top-Performing Mutual Funds to Consider for Your Retirement Portfolio
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Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds.
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.
Empower Smal Cap Value Inv (MXLSX) has a 1.09% expense ratio and 0.71% management fee. MXLSX, an All Cap Value option, is a type of mutual fund that buys stakes in companies in all three valuation categories With yearly returns of 13.65% over the last five years, this fund clearly wins.
JPMorgan US GARP Equity C (JCICX - Free Report) : 1.34% expense ratio and 0.3% management fee. JCICX 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. With yearly returns of 19.45% over the last five years, JCICX is an effectively diversified fund with a long reputation of solidly positive performance.
Principal MidCap Institutional (PCBIX). Expense ratio: 0.66%. Management fee: 0.57%. Five year annual return: 11.66%. PCBIX is a Mid Cap Growth mutual fund. These funds aim to target companies with a market capitalization between $2 billion and $10 billion that are also expected to exhibit more extensive growth opportunities for investors than their peers.
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 Top-Performing Mutual Funds to Consider for Your Retirement Portfolio
Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds.
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.
Empower Smal Cap Value Inv (MXLSX) has a 1.09% expense ratio and 0.71% management fee. MXLSX, an All Cap Value option, is a type of mutual fund that buys stakes in companies in all three valuation categories With yearly returns of 13.65% over the last five years, this fund clearly wins.
JPMorgan US GARP Equity C (JCICX - Free Report) : 1.34% expense ratio and 0.3% management fee. JCICX 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. With yearly returns of 19.45% over the last five years, JCICX is an effectively diversified fund with a long reputation of solidly positive performance.
Principal MidCap Institutional (PCBIX). Expense ratio: 0.66%. Management fee: 0.57%. Five year annual return: 11.66%. PCBIX is a Mid Cap Growth mutual fund. These funds aim to target companies with a market capitalization between $2 billion and $10 billion that are also expected to exhibit more extensive growth opportunities for investors than their peers.
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.