3 Top-Ranked Mutual Funds for Your Retirement

27.12.24 14:00 Uhr

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.Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.T.Rowe Price Integrat US SMIDCore I (TQSIX) has a 0.68% expense ratio and 0.64% management fee. TQSIX is a Small Cap Blend mutual fund that usually targets companies with a market capitalization of less than $2 billion. With yearly returns of 13.34% over the last five years, this fund clearly wins.American Beacon Small Cap Value Institutional (AVFIX): 0.79% expense ratio and 0.7% management fee. AVFIX is a Small Cap Value mutual fund, investing in small companies with stock market valuation less than $2 billion. AVFIX, with annual returns of 11.76% over the last five years, is a well-diversified fund with a long track record of success.JPMorgan Intrepid Growth Fund R2 (JIGZX): 1.09% expense ratio and 0.3% management fee. JIGZX 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. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 18.19% over the last 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 (AVFIX): Fund Analysis Report Get Your Free (JIGZX): Fund Analysis Report Get Your Free (TQSIX): Fund Analysis ReportTo read this article on Zacks.com click here.Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks

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