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Principal MidCap J (PMBJX) - free report >>
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Principal MidCap J (PMBJX) - free report >>
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3 Top-Performing Mutual Funds to Consider for 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, 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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
JPMorgan Intrepid Value Fund C (JIVCX - Free Report) : 1.23% expense ratio and 0.3% management fee. JIVCX 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 annual returns of 10.8% over the last five years, this fund is a winner.
Principal Mid Cap J (PMBJX - Free Report) is a stand out amongst its peers. PMBJX is a Mid Cap Growth mutual fund. These mutual funds choose companies with a stock market valuation between $2 billion and $10 billion. With five-year annualized performance of 15.32%, expense ratio of 0.8% and management fee of 0.58%, this diversified fund is an attractive buy with a strong history of performance.
Oak Ridge Large Cap Growth I (PORYX - Free Report) : 0.68% expense ratio and 0.19% management fee. PORYX 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. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 12.34% over the last 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.