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Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?

Zacks Equity Research
·2-min read

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 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.

Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.

JPMorgan Intrepid Value Fund R5 (JIVRX): 0.44% expense ratio and 0.3% management fee. JIVRX 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 11.9% over the last five years, this fund is a winner.

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Victory RS Global Growth R (RGGKX). Expense ratio: 1.1%. Management fee: 0.6%. RGGKX is a Global - Equity mutual fund. These funds invest in large markets like the U.S., Europe, and Japan, and operate with very few geographical limitations. This fund has managed to produce a robust 13.77% over the last five years.

Janus Henderson Research I (JRAIX): 0.57% expense ratio and 0.48% management fee. JRAIX is a part of the Large Cap Growth mutual fund category, which invest in many large U.S. companies that are expected to grow much faster compared to other large-cap stocks. With a five-year annual return of 17.17%, this fund is a well-diversified fund with a long track record of success.

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.

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Zacks Investment Research