![]() ![]() Investors should seriously consider if the investment is suitable for them by referencing their own financial position, investment objectives, and risk profile before making any investment decision. Before making any investment decision, investors should read and consider all the relevant investment product information. Prices of securities may fluctuate from time to time and may even become valueless. Investments in securities are subject to investment risk, including possible loss of principal. ![]() References to specific securities or investment options should not be considered an offer to purchase or sell that specific investment. Newsletters are provided for informational purposes only and has not been tailored to suit any individual. and Morningstar Investment Management shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, the information, data, analyses or opinions contained herein or their use, which do not constitute investment advice, are provided as of the date written, are provided solely for informational purposes and therefore are not an offer to buy or sell a security. Opinions expressed within the newsletters are as of the date of publication and subject to change without notice. Morningstar Investment Management does not guarantee the results of its advice or recommendations, or that the objectives of a strategy will be achieved. that are authorized in the appropriate jurisdiction to provide consulting or advisory services in North America, Europe, Asia, Australia, and Africa. The Morningstar Managed Portfolios program is offered by the entities within Morningstar’s Investment Management group, which includes subsidiaries of Morningstar, Inc. Morningstar Investment Management manages portfolios using similar investment strategies for clients of the Morningstar® Managed Portfolios℠ program. that are invested in accordance with strategies managed by Morningstar Investment Management LLC, a registered investment adviser and subsidiary of Morningstar, Inc. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days.The commentary, analysis, references to, and performance information contained within Morningstar® DividendInvestor℠ and Morningstar® StockInvestor℠, except where explicitly noted, reflects that of portfolios owned by Morningstar, Inc. If your advisor has you in the good ones, bravo! If not, you may need to have a talk. These examples highlight the fact that there are some astonishingly good mutual funds out there. These funds' investment strategy consists of minimizing overall market exposure, while at the same time taking long positions in equities that are expected to appreciate and short positions in equities that are projected to decline. JMUEX, with annual returns of 13.48% over the last five years, is a well-diversified fund with a long track record of success. By investing in bigger companies, these funds offer more stability, and are often well-suited for investors with a "buy and hold" mindset. JMUEX is part of the Large Cap Blend section, and these mutual funds most often invest in firms with a market capitalization of $10 billion or more. JPMorgan US Equity Fund L (JMUEX): 0.54% expense ratio and 0.4% management fee. With yearly returns of 19.54% over the last five years, this fund clearly wins. FADTX is a Sector - Tech mutual fund, allowing investors to own a stake in a notoriously volatile sector with a much more diversified approach. Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.įidelity Advisor Technology A (FADTX) has a 0.98% expense ratio and 0.52% management fee. 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. The best way to shortlist great mutual funds is to ensure solid performance, diversification, and low fees. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds. ![]() Investing in mutual funds for retirement is never too late. ![]()
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