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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 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 take a look at some of our top-ranked mutual funds with the lowest fees.
JPMorgan Large Cap Growth R2 (JLGZX): 1.19% expense ratio and 0.45% management fee. JLGZX is a part of the Large Cap Growth mutual fund category, which invest in many large U.S. companies that are expected to grow much faster compared to other large-cap stocks. JLGZX has achieved five-year annual returns of an astounding 11.32%.
Hennessy Gas Utility Institutional (HGASX): 0.68% expense ratio and 0.4% management fee. HGASX is a Sector - Utilities mutual fund, focusing on companies that provide essential services such as electric power, gas distribution, and water supply to millions of people on a daily basis. Overall, the utility industry is known for its stability and reduced volatility. With yearly returns of 10.75% over the last five years, HGASX is an effectively diversified fund with a long reputation of solidly positive performance.
Fidelity Adv Global Commod Stk Z (FIQRX - Free Report) : 0.74% expense ratio and 0.73% management fee. FIQRX is a Global - Equity mutual fund investing in bigger markets like the U.S., Europe, and Japan; these kinds of funds aren't limited by geography. With a five-year annual return of 15.19%, this fund is a well-diversified fund with a long track record of success.
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.
View the Zacks #1 Rank List
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3 Top-Ranked Mutual Funds for Your Retirement
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 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 take a look at some of our top-ranked mutual funds with the lowest fees.
JPMorgan Large Cap Growth R2 (JLGZX): 1.19% expense ratio and 0.45% management fee. JLGZX is a part of the Large Cap Growth mutual fund category, which invest in many large U.S. companies that are expected to grow much faster compared to other large-cap stocks. JLGZX has achieved five-year annual returns of an astounding 11.32%.
Hennessy Gas Utility Institutional (HGASX): 0.68% expense ratio and 0.4% management fee. HGASX is a Sector - Utilities mutual fund, focusing on companies that provide essential services such as electric power, gas distribution, and water supply to millions of people on a daily basis. Overall, the utility industry is known for its stability and reduced volatility. With yearly returns of 10.75% over the last five years, HGASX is an effectively diversified fund with a long reputation of solidly positive performance.
Fidelity Adv Global Commod Stk Z (FIQRX - Free Report) : 0.74% expense ratio and 0.73% management fee. FIQRX is a Global - Equity mutual fund investing in bigger markets like the U.S., Europe, and Japan; these kinds of funds aren't limited by geography. With a five-year annual return of 15.19%, this fund is a well-diversified fund with a long track record of success.
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.