We use cookies to understand how you use our site and to improve your experience. This includes personalizing content and advertising. To learn more, click here. By continuing to use our site, you accept our use of cookies, revised Privacy Policy and Terms of Service.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
Make the Most of Your Retirement with These Top-Ranked Mutual Funds - February 18, 2020
Read MoreHide Full Article
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!
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 our Zacks Rank, we've found three mutual funds that would be great additions to any long-term retirement investors' portfolios.
Let's break down some of the mutual funds with the highest Zacks Rank and the lowest fees.
City Natural Rochdale US Core Equity & Income N (CNRWX - Free Report) : 1.02% expense ratio and 0.4% management fee. CNRWX is a Large Cap Growth mutual fund, and these funds invest in many large U.S. firms that are projected to grow at a faster rate than their large-cap peers. CNRWX has achieved five-year annual returns of an astounding 12%.
JPMorgan Mid Cap Growth I (HLGEX - Free Report) is a stand out amongst its peers. HLGEX 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 12.05%, expense ratio of 0.92% and management fee of 0.65%, this diversified fund is an attractive buy with a strong history of performance.
MassMutual Select Equity Opportunities R5 (MFVSX - Free Report) . Expense ratio: 0.84%. Management fee: 0.69%. Five year annual return: 10.73%. MFVSX 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.
There you have it. If your financial advisor had you put your money into any of our "Magnificent Retirement Mutual Funds," then they've got you covered. If not, you may need to 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.
Image: Bigstock
Make the Most of Your Retirement with These Top-Ranked Mutual Funds - February 18, 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!
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 our Zacks Rank, we've found three mutual funds that would be great additions to any long-term retirement investors' portfolios.
Let's break down some of the mutual funds with the highest Zacks Rank and the lowest fees.
City Natural Rochdale US Core Equity & Income N (CNRWX - Free Report) : 1.02% expense ratio and 0.4% management fee. CNRWX is a Large Cap Growth mutual fund, and these funds invest in many large U.S. firms that are projected to grow at a faster rate than their large-cap peers. CNRWX has achieved five-year annual returns of an astounding 12%.
JPMorgan Mid Cap Growth I (HLGEX - Free Report) is a stand out amongst its peers. HLGEX 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 12.05%, expense ratio of 0.92% and management fee of 0.65%, this diversified fund is an attractive buy with a strong history of performance.
MassMutual Select Equity Opportunities R5 (MFVSX - Free Report) . Expense ratio: 0.84%. Management fee: 0.69%. Five year annual return: 10.73%. MFVSX 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.
There you have it. If your financial advisor had you put your money into any of our "Magnificent Retirement Mutual Funds," then they've got you covered. If not, you may need to 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.