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JPMorgan Growth Advantage R5 (JGVRX) - free report >>
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JPMorgan Growth Advantage R5 (JGVRX) - free report >>
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3 Top-Performing Mutual Funds to Consider for Your Retirement Portfolio
It is never too late to invest in mutual funds for retirement. As such, if you plan to invest in some of the best funds, the Zacks Mutual Fund Rank can provide you with valuable guidance.
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 take a look at some of our top-ranked mutual funds with the lowest fees.
JPMorgan Growth Advantage R5 (JGVRX - Free Report) has a 0.65% expense ratio and 0.55% management fee. JGVRX 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. With yearly returns of 20.13% over the last five years, this fund clearly wins.
Fidelity Puritan Fund K (FPUKX - Free Report) is a stand out amongst its peers. FPUKX 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 five-year annualized performance of 12%, expense ratio of 0.41% and management fee of 0.38%, this diversified fund is an attractive buy with a strong history of performance.
BlackRock Advantage Large Cap Core A (MDLRX - Free Report) . Expense ratio: 0.73%. Management fee: 0.43%. Five year annual return: 14.55%. MDLRX 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.
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.