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3 Great Mutual Fund Picks for Your Retirement - February 03, 2020
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The funds in our "Magnificent Retirement Mutual Funds" list are among the best managed and best performing mutual funds available. If you are just finding out about our Top-Ranked Funds list, we welcome you!
The easiest, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Our Zacks Rank 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 highest Zacks Rank and the lowest fees.
T. Rowe Price QM US Small Cap Growth Equity (PRDSX - Free Report) : 0.79% expense ratio and 0.64% management fee. PRDSX is one of many Small Cap Growth mutual funds; these funds tend to create their portfolios around stocks with market capitalization of less than $2 billion. With annual returns of 11.46% over the last five years, this fund is a winner.
Janus Henderson Enterprise R (JDMRX - Free Report) is a stand out amongst its peers. JDMRX 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. With five-year annualized performance of 13.74%, expense ratio of 1.41% and management fee of 0.64%, this diversified fund is an attractive buy with a strong history of performance.
AQR Large Cap Momentum Style N (AMONX - Free Report) : 0.65% expense ratio and 0.25% management fee. AMONX 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 a five-year annual return of 10.37%, 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.
Do You Know the Top 9 Retirement Investing Mistakes?
Investing in underperforming mutual funds is just one of the key errors that can derail your retirement plans.
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3 Great Mutual Fund Picks for Your Retirement - February 03, 2020
The funds in our "Magnificent Retirement Mutual Funds" list are among the best managed and best performing mutual funds available. If you are just finding out about our Top-Ranked Funds list, we welcome you!
The easiest, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Our Zacks Rank 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 highest Zacks Rank and the lowest fees.
T. Rowe Price QM US Small Cap Growth Equity (PRDSX - Free Report) : 0.79% expense ratio and 0.64% management fee. PRDSX is one of many Small Cap Growth mutual funds; these funds tend to create their portfolios around stocks with market capitalization of less than $2 billion. With annual returns of 11.46% over the last five years, this fund is a winner.
Janus Henderson Enterprise R (JDMRX - Free Report) is a stand out amongst its peers. JDMRX 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. With five-year annualized performance of 13.74%, expense ratio of 1.41% and management fee of 0.64%, this diversified fund is an attractive buy with a strong history of performance.
AQR Large Cap Momentum Style N (AMONX - Free Report) : 0.65% expense ratio and 0.25% management fee. AMONX 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 a five-year annual return of 10.37%, 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.
Do You Know the Top 9 Retirement Investing Mistakes?
Investing in underperforming mutual funds is just one of the key errors that can derail your retirement plans.
To learn more, read our just-released report: 9 Retirement Mistakes You Need to Avoid.