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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 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.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
If you are looking to diversify your portfolio, consider American Funds Investor Company of America 529A (CICAX - Free Report) . CICAX 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. This fund is a winner, boasting an expense ratio of 0.59%, management fee of 0.23%, and a five-year annualized return track record of 15.32%.
JPMorgan Developed Intl Value L (JNUSX). Expense ratio: 0.64%. Management fee: 0.55%. JNUSX 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. This fund has managed to produce a robust 16.53% over the last five years.
GMO US Small Cap Value VI (GCAVX): 0.48% expense ratio and 0.37% management fee. GCAVX is a Small Cap Value fund, and these funds are known for investing in companies with market caps under $2 billion. With a five-year annual return of 12.85%, this fund is a well-diversified fund with a long track record of success.
These examples highlight the fact that there are some astonishingly good mutual funds out there. If your advisor has you in the good ones, bravo! If not, you may need to have a 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 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.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
If you are looking to diversify your portfolio, consider American Funds Investor Company of America 529A (CICAX - Free Report) . CICAX 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. This fund is a winner, boasting an expense ratio of 0.59%, management fee of 0.23%, and a five-year annualized return track record of 15.32%.
JPMorgan Developed Intl Value L (JNUSX). Expense ratio: 0.64%. Management fee: 0.55%. JNUSX 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. This fund has managed to produce a robust 16.53% over the last five years.
GMO US Small Cap Value VI (GCAVX): 0.48% expense ratio and 0.37% management fee. GCAVX is a Small Cap Value fund, and these funds are known for investing in companies with market caps under $2 billion. With a five-year annual return of 12.85%, this fund is a well-diversified fund with a long track record of success.
These examples highlight the fact that there are some astonishingly good mutual funds out there. If your advisor has you in the good ones, bravo! If not, you may need to have a talk.