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 learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
MFS Mid-Cap Growth Fund 529A (EAMCX): 1.1% expense ratio and 0.69% management fee. EAMCX is a Mid Cap Growth mutual fund. These mutual funds choose companies with a stock market valuation between $2 billion and $10 billion. With annual returns of 12.39% over the last five years, this fund is a winner.
Principal Large Cap Growth I R3 (PPUMX): 1.16% expense ratio and 0.6% management fee. PPUMX 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. With yearly returns of 11.92% over the last five years, PPUMX is an effectively diversified fund with a long reputation of solidly positive performance.
JPMorgan (NYSE:JPM) Small Cap Growth Fund R2 (JSGZX): 1.49% expense ratio and 0.65% management fee. JSGZX is one of many Small Cap Growth mutual funds; these funds tend to create their portfolios around stocks with market capitalization of less than $2 billion. With a five-year annual return of 13.92%, 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.
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Zacks Investment Research