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3 Top-Performing Mutual Funds to Consider for Your Retirement Portfolio- March 30, 2020
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The funds in our "Magnificent Retirement Mutual Funds" list are among the best managed and best performing mutual funds available. If you are just finding out about our Top-Ranked Funds list, we welcome you!
The easiest, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Our Zacks Rank 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 break down some of the mutual funds with the highest Zacks Rank and the lowest fees.
If you are looking to diversify your portfolio, consider American Beacon Stephens Mid Cap Growth I (SFMIX - Free Report) . SFMIX is a Mid Cap Growth mutual fund. These mutual funds choose companies with a stock market valuation between $2 billion and $10 billion. This fund is a winner, boasting an expense ratio of 0.89%, management fee of 0.8%, and a five-year annualized return track record of 12.76%.
JPMorgan Growth Advantage I (JGASX - Free Report) is a stand out amongst its peers. JGASX 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 five-year annualized performance of 14.91%, expense ratio of 0.89% and management fee of 0.55%, this diversified fund is an attractive buy with a strong history of performance.
DFA US Large Company I (DFUSX - Free Report) : 0.08% expense ratio and 0.06% management fee. DFUSX is classified as a Large Cap Blend fund. More often than not, Large Cap Blend mutual funds invest in companies with a market cap of over $10 billion. Buying stakes in bigger companies offer these funds more stability, and are well-suited for investors with a "buy and hold" mindset. With a five-year annual return of 11.65%, this fund is a well-diversified fund with a long track record of success.
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.
Do You Know the Top 9 Retirement Investing Mistakes?
Investing in underperforming mutual funds is just one of the key errors that can derail your retirement plans.
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3 Top-Performing Mutual Funds to Consider for Your Retirement Portfolio- March 30, 2020
The funds in our "Magnificent Retirement Mutual Funds" list are among the best managed and best performing mutual funds available. If you are just finding out about our Top-Ranked Funds list, we welcome you!
The easiest, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Our Zacks Rank 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 break down some of the mutual funds with the highest Zacks Rank and the lowest fees.
If you are looking to diversify your portfolio, consider American Beacon Stephens Mid Cap Growth I (SFMIX - Free Report) . SFMIX is a Mid Cap Growth mutual fund. These mutual funds choose companies with a stock market valuation between $2 billion and $10 billion. This fund is a winner, boasting an expense ratio of 0.89%, management fee of 0.8%, and a five-year annualized return track record of 12.76%.
JPMorgan Growth Advantage I (JGASX - Free Report) is a stand out amongst its peers. JGASX 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 five-year annualized performance of 14.91%, expense ratio of 0.89% and management fee of 0.55%, this diversified fund is an attractive buy with a strong history of performance.
DFA US Large Company I (DFUSX - Free Report) : 0.08% expense ratio and 0.06% management fee. DFUSX is classified as a Large Cap Blend fund. More often than not, Large Cap Blend mutual funds invest in companies with a market cap of over $10 billion. Buying stakes in bigger companies offer these funds more stability, and are well-suited for investors with a "buy and hold" mindset. With a five-year annual return of 11.65%, this fund is a well-diversified fund with a long track record of success.
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.
Do You Know the Top 9 Retirement Investing Mistakes?
Investing in underperforming mutual funds is just one of the key errors that can derail your retirement plans.
To learn more, read our just-released report: 9 Retirement Mistakes You Need to Avoid.