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JPMorgan Large Cap Value R6 (JLVMX) - free report >>
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JPMorgan Large Cap Value R6 (JLVMX) - free report >>
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Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?
There is never a wrong time to invest in mutual funds for retirement. So, if you're still looking for the best mutual funds, the Zacks Mutual Fund Rank can be a great guide.
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.
Fidelity Advisor Balanced Fund I (FAIOX - Free Report) : 0.57% expense ratio and 0.38% management fee. FAIOX is a part of the Allocation Balanced fund category; these funds like to invest in a variety of asset types, finding a balance between stocks, bonds, cash, and sometimes even precious metals and commodities; they are mostly categorized by their respective asset allocation. With annual returns of 11.56% over the last five years, this fund is a winner.
JPMorgan Large Cap Value Fund R6 (JLVMX - Free Report) : 0.44% expense ratio and 0.4% management fee. JLVMX is a part of the Large Cap Value category, and invests in equities with a market capitalization of $10 billion or more, but whose share prices do not reflect their intrinsic value. JLVMX, with annual returns of 13.46% over the last five years, is a well-diversified fund with a long track record of success.
DFA Global Equity I (DGEIX - Free Report) is an attractive large-cap allocation. DGEIX 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. DGEIX has an expense ratio of 0.25%, management fee of 0.2%, and annual returns of 11.81% over the past five years.
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.