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ClearBridge Large Cap Value 1 (LCLIX) - free report >>
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3 Top-Performing Mutual Funds to Consider for Your Retirement 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.
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 learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
ClearBridge Large Cap Value 1 (LCLIX - Free Report) has a 0.66% expense ratio and 0.49% management fee. LCLIX 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 13.04% over the last five years, this fund clearly wins.
JPMorgan Mid Cap Growth Fund A (OSGIX - Free Report) : 1.14% expense ratio and 0.65% management fee. OSGIX 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. OSGIX, with annual returns of 15.21% over the last five years, is a well-diversified fund with a long track record of success.
Principal Blue Chip Fund I (PBCKX - Free Report) : 0.66% expense ratio and 0.59% management fee. PBCKX 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. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 17.8% over the last 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.