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Should You Add These 3 Top-Performing Mutual Funds to Your 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.
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 the Zacks Mutual Fund Rank, we've found three mutual funds that would be great additions to any long-term retirement investors' portfolios.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
DFA US Large Cap Growth Institutional (DUSLX - Free Report) : 0.18% expense ratio and 0.15% management fee. DUSLX 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. DUSLX has achieved five-year annual returns of an astounding 12.08%.
JPMorgan US Equity Fund R2 (JUEZX - Free Report) : 1.19% expense ratio and 0.4% management fee. JUEZX 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. With yearly returns of 11.76% over the last five years, JUEZX is an effectively diversified fund with a long reputation of solidly positive performance.
JPMorgan US Equity Fund R2 (JUEZX - Free Report) is an attractive large-cap allocation. JUEZX 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. JUEZX has an expense ratio of 1.19%, management fee of 0.4%, and annual returns of 11.76% over the past five years.
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.
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Should You Add These 3 Top-Performing Mutual Funds to Your Portfolio?
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.
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 the Zacks Mutual Fund Rank, we've found three mutual funds that would be great additions to any long-term retirement investors' portfolios.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
DFA US Large Cap Growth Institutional (DUSLX - Free Report) : 0.18% expense ratio and 0.15% management fee. DUSLX 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. DUSLX has achieved five-year annual returns of an astounding 12.08%.
JPMorgan US Equity Fund R2 (JUEZX - Free Report) : 1.19% expense ratio and 0.4% management fee. JUEZX 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. With yearly returns of 11.76% over the last five years, JUEZX is an effectively diversified fund with a long reputation of solidly positive performance.
JPMorgan US Equity Fund R2 (JUEZX - Free Report) is an attractive large-cap allocation. JUEZX 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. JUEZX has an expense ratio of 1.19%, management fee of 0.4%, and annual returns of 11.76% over the past five years.
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.