3 Magnificent Mutual Funds to Maximize 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 best way to shortlist great mutual funds is to ensure solid performance, diversification, and low fees. Some are better than others, but utilizing the Zacks Mutual Fund Rank, we have identified three mutual funds that could be solid additions to one's retirement portfolio.Let's break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.American Funds Investor Company of America F1 (AICFX): 0.63% expense ratio and 0.23% management fee. AICFX is a Large Cap Blend fund, targeting companies with market caps of over $10 billion. These funds offer investors a stability, and are perfect for people with a "buy and hold" mindset. With annual returns of 15.14% over the last five years, this fund is a winner.AQR Small Cap Momentum Style I (ASMOX): 0.61% expense ratio and 0.45% management fee. ASMOX 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 yearly returns of 11.23% over the last five years, ASMOX is an effectively diversified fund with a long reputation of solidly positive performance.JPMorgan Growth and Income C (VGICX) is an attractive large-cap allocation. VGICX 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. VGICX has an expense ratio of 1.44%, management fee of 0.4%, and annual returns of 11.41% over the past 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.Zacks Naming Top 10 Stocks for 2025Want to be tipped off early to our 10 top picks for the entirety of 2025?History suggests their performance could be sensational.From 2012 (when our Director of Research Sheraz Mian assumed responsibility for the portfolio) through November, 2024, the Zacks Top 10 Stocks gained +2,112.6%, more than QUADRUPLING the S&P 500’s +475.6%. Now Sheraz is combing through 4,400 companies to handpick the best 10 tickers to buy and hold in 2025. Don’t miss your chance to get in on these stocks when they’re released on January 2.Be First to New Top 10 Stocks >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Get Your Free (AICFX): Fund Analysis Report Get Your Free (VGICX): Fund Analysis Report Get Your Free (ASMOX): Fund Analysis ReportTo read this article on Zacks.com click here.Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks
Quelle: Zacks
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