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Should You Add These 3 Top-Performing Mutual Funds to Your Portfolio? - July 28, 2020
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If you're invested in any of the funds in our "Magnificent Retirement Mutual Funds" list, congratulations on owning some of the best managed and top-performing mutual funds. If you are lucky enough to discover our list of Top-Ranked Funds for the first time, it's never too late to start investing with the best, especially when it comes to your retirement.
How can you tell a good mutual fund from a bad one? It's pretty basic: if the fund is diversified, has low fees, and shows strong performance, it's a keeper. Of course, there's a wide range, but using our Zacks Rank, we've found three mutual funds that would be great additions to any long-term retirement investors' portfolios.
Let's take a look at some of the highest Zacks Ranked mutual funds with the lowest fees.
WCM Focused Global Growth Investor (WFGGX - Free Report) : 1.3% expense ratio and 0.85% management fee. WFGGX is a Global - Equity mutual fund investing in bigger markets like the U.S., Europe, and Japan; these kinds of funds aren't limited by geography. WFGGX has achieved five-year annual returns of an astounding 13.63%.
BMO Large-Cap Growth Fund A : 0.79% expense ratio and 0.35% management fee. BALGX 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. BALGX, with annual returns of 11.74% over the last five years, is a well-diversified fund with a long track record of success.
JPMorgan Mid Cap Growth Fund R2 (JMGZX - Free Report) is an attractive large-cap allocation. JMGZX is a Mid Cap Growth mutual fund. These funds aim to target companies with a market capitalization between $2 billion and $10 billion that are also expected to exhibit more extensive growth opportunities for investors than their peers. JMGZX has an expense ratio of 1.49%, management fee of 0.65%, and annual returns of 11.74% over the past five years.
So, there you have it - if your advisor has you invested in any of our "Magnificent Retirement Mutual Funds," they are certainly earning their keep. If not, you may want to look elsewhere.
Do You Know the Top 9 Retirement Investing Mistakes?
Investing in underperforming mutual funds is just one of the key errors that can derail your retirement plans.
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Should You Add These 3 Top-Performing Mutual Funds to Your Portfolio? - July 28, 2020
If you're invested in any of the funds in our "Magnificent Retirement Mutual Funds" list, congratulations on owning some of the best managed and top-performing mutual funds. If you are lucky enough to discover our list of Top-Ranked Funds for the first time, it's never too late to start investing with the best, especially when it comes to your retirement.
How can you tell a good mutual fund from a bad one? It's pretty basic: if the fund is diversified, has low fees, and shows strong performance, it's a keeper. Of course, there's a wide range, but using our Zacks Rank, we've found three mutual funds that would be great additions to any long-term retirement investors' portfolios.
Let's take a look at some of the highest Zacks Ranked mutual funds with the lowest fees.
WCM Focused Global Growth Investor (WFGGX - Free Report) : 1.3% expense ratio and 0.85% management fee. WFGGX is a Global - Equity mutual fund investing in bigger markets like the U.S., Europe, and Japan; these kinds of funds aren't limited by geography. WFGGX has achieved five-year annual returns of an astounding 13.63%.
BMO Large-Cap Growth Fund A : 0.79% expense ratio and 0.35% management fee. BALGX 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. BALGX, with annual returns of 11.74% over the last five years, is a well-diversified fund with a long track record of success.
JPMorgan Mid Cap Growth Fund R2 (JMGZX - Free Report) is an attractive large-cap allocation. JMGZX is a Mid Cap Growth mutual fund. These funds aim to target companies with a market capitalization between $2 billion and $10 billion that are also expected to exhibit more extensive growth opportunities for investors than their peers. JMGZX has an expense ratio of 1.49%, management fee of 0.65%, and annual returns of 11.74% over the past five years.
So, there you have it - if your advisor has you invested in any of our "Magnificent Retirement Mutual Funds," they are certainly earning their keep. If not, you may want to look elsewhere.
Do You Know the Top 9 Retirement Investing Mistakes?
Investing in underperforming mutual funds is just one of the key errors that can derail your retirement plans.
To learn more, read our just-released report: 9 Retirement Mistakes You Need to Avoid.