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3 Magnificent Mutual Funds to Maximize 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 easiest, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. The Zacks Mutual Fund Rank, which 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 take a look at some of our top-ranked mutual funds with the lowest fees.
If you are looking to diversify your portfolio, consider
Fidelity OTC Portfolio
(FOCPX - Free Report) . FOCPX 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. This fund is a winner, boasting an expense ratio of 0.75%, management fee of 0.64%, and a five-year annualized return track record of 19.64%.
JPMorgan Large Cap Value Fund R6
(JLVMX - Free Report) : 0.44% expense ratio and 0.4% management fee. JLVMX is a Large Cap Value mutual fund, which invests in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. With yearly returns of 14.58% over the last five years, JLVMX is an effectively diversified fund with a long reputation of solidly positive performance.
QS US Large Cap Equity FI
(LMUSX - Free Report) : 1.05% expense ratio and 0.7% management fee. LMUSX is a Large Cap Blend fund, targeting companies with market caps of over $10 billion. These funds offer investors a stability, and are perfect for people with a "buy and hold" mindset. With a five-year annual return of 15.78%, 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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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 easiest, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. The Zacks Mutual Fund Rank, which 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 take a look at some of our top-ranked mutual funds with the lowest fees.
If you are looking to diversify your portfolio, consider
Fidelity OTC Portfolio
(FOCPX - Free Report) . FOCPX 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. This fund is a winner, boasting an expense ratio of 0.75%, management fee of 0.64%, and a five-year annualized return track record of 19.64%.JPMorgan Large Cap Value Fund R6
(JLVMX - Free Report) : 0.44% expense ratio and 0.4% management fee. JLVMX is a Large Cap Value mutual fund, which invests in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. With yearly returns of 14.58% over the last five years, JLVMX is an effectively diversified fund with a long reputation of solidly positive performance.QS US Large Cap Equity FI
(LMUSX - Free Report) : 1.05% expense ratio and 0.7% management fee. LMUSX is a Large Cap Blend fund, targeting companies with market caps of over $10 billion. These funds offer investors a stability, and are perfect for people with a "buy and hold" mindset. With a five-year annual return of 15.78%, 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.