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Are these 3 Top-Ranked Mutual Funds In 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 learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Blue Current Global Dividend Instl (BCGDX - Free Report) : 1% expense ratio and 0.99% management fee. BCGDX is a Global - Equity mutual fund. These funds invest in large markets like the U.S., Europe, and Japan, and operate with very few geographical limitations With annual returns of 13.53% over the last five years, this fund is a winner.
JPMorgan Equity Income R3 (OIEPX): 0.95% expense ratio and 0.4% management fee. OIEPX 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. OIEPX, with annual returns of 10.38% over the last five years, is a well-diversified fund with a long track record of success.
Goldman Sachs SmCap Val Insights R6 (GTTUX) is an attractive large-cap allocation. GTTUX is a Small Cap Value mutual fund, investing in small companies with stock market valuation less than $2 billion. GTTUX has an expense ratio of 0.83%, management fee of 0.8%, and annual returns of 11.52% 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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Are these 3 Top-Ranked Mutual Funds In 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 learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Blue Current Global Dividend Instl (BCGDX - Free Report) : 1% expense ratio and 0.99% management fee. BCGDX is a Global - Equity mutual fund. These funds invest in large markets like the U.S., Europe, and Japan, and operate with very few geographical limitations With annual returns of 13.53% over the last five years, this fund is a winner.
JPMorgan Equity Income R3 (OIEPX): 0.95% expense ratio and 0.4% management fee. OIEPX 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. OIEPX, with annual returns of 10.38% over the last five years, is a well-diversified fund with a long track record of success.
Goldman Sachs SmCap Val Insights R6 (GTTUX) is an attractive large-cap allocation. GTTUX is a Small Cap Value mutual fund, investing in small companies with stock market valuation less than $2 billion. GTTUX has an expense ratio of 0.83%, management fee of 0.8%, and annual returns of 11.52% 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.