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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.
How can you tell a good mutual fund from a bad one? It's pretty basic: if the fund is diversified, has low fees, and shows strong performance, it's a keeper. Of course, there's a wide range, but using the Zacks Mutual Fund Rank, we've found three mutual funds that would be great additions to any long-term investors' portfolios.
Let's break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
JPMorgan US Equity Fund R5 (JUSRX - Free Report) : 0.54% expense ratio and 0.4% management fee. JUSRX 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. JUSRX has achieved five-year annual returns of an astounding 14.6%.
BNY Mellon Intl Eqty I (SNIEX). Expense ratio: 0.8%. Management fee: 0.75%. SNIEX 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. This fund has managed to produce a robust 8.07% over the last five years.
Victory Integrity Mid-Cap Value A (MAIMX) is an attractive large-cap allocation. MAIMX is a Mid Cap Value fund, which usually invests in companies with a stock market valuation between $2 billion and $10 billion MAIMX has an expense ratio of 1%, management fee of 0.75%, and annual returns of 11.78% over the past 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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3 Top-Ranked Mutual Funds for Your Retirement
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.
How can you tell a good mutual fund from a bad one? It's pretty basic: if the fund is diversified, has low fees, and shows strong performance, it's a keeper. Of course, there's a wide range, but using the Zacks Mutual Fund Rank, we've found three mutual funds that would be great additions to any long-term investors' portfolios.
Let's break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
JPMorgan US Equity Fund R5 (JUSRX - Free Report) : 0.54% expense ratio and 0.4% management fee. JUSRX 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. JUSRX has achieved five-year annual returns of an astounding 14.6%.
BNY Mellon Intl Eqty I (SNIEX). Expense ratio: 0.8%. Management fee: 0.75%. SNIEX 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. This fund has managed to produce a robust 8.07% over the last five years.
Victory Integrity Mid-Cap Value A (MAIMX) is an attractive large-cap allocation. MAIMX is a Mid Cap Value fund, which usually invests in companies with a stock market valuation between $2 billion and $10 billion MAIMX has an expense ratio of 1%, management fee of 0.75%, and annual returns of 11.78% over the past 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.