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Should You Add These 3 Top-Performing Mutual Funds to Your Portfolio? - September 08, 2020
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The funds in our "Magnificent Retirement Mutual Funds" list are some of the top-performing, best managed funds available. If you're already invested in them, congratulations! If you're not, don't worry - it's never too late to start getting the advantages of these outstanding funds for 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 learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
JPMorgan Large Cap Growth C (OLGCX - Free Report) has a 1.44% expense ratio and 0.45% management fee. OLGCX is a Large Cap Growth option; these mutual funds purchase stakes in numerous large U.S. companies that are expected to develop and grow at a faster rate than other large-cap stocks. With yearly returns of 17.17% over the last five years, this fund clearly wins.
American Beacon Stephens Mid Cap Growth A (STMGX - Free Report) . Expense ratio: 1.25%. Management fee: 0.8%. STMGX 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. This fund has managed to produce a robust 13.02% over the last five years.
AB Small Cap Growth A (QUASX - Free Report) is an attractive large-cap allocation. QUASX is a Small Cap Growth mutual fund and tends to feature small companies in up-and-coming industries and markets. QUASX has an expense ratio of 1.14%, management fee of 0.75%, and annual returns of 12.86% 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.
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.
Image: Bigstock
Should You Add These 3 Top-Performing Mutual Funds to Your Portfolio? - September 08, 2020
The funds in our "Magnificent Retirement Mutual Funds" list are some of the top-performing, best managed funds available. If you're already invested in them, congratulations! If you're not, don't worry - it's never too late to start getting the advantages of these outstanding funds for 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 learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
JPMorgan Large Cap Growth C (OLGCX - Free Report) has a 1.44% expense ratio and 0.45% management fee. OLGCX is a Large Cap Growth option; these mutual funds purchase stakes in numerous large U.S. companies that are expected to develop and grow at a faster rate than other large-cap stocks. With yearly returns of 17.17% over the last five years, this fund clearly wins.
American Beacon Stephens Mid Cap Growth A (STMGX - Free Report) . Expense ratio: 1.25%. Management fee: 0.8%. STMGX 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. This fund has managed to produce a robust 13.02% over the last five years.
AB Small Cap Growth A (QUASX - Free Report) is an attractive large-cap allocation. QUASX is a Small Cap Growth mutual fund and tends to feature small companies in up-and-coming industries and markets. QUASX has an expense ratio of 1.14%, management fee of 0.75%, and annual returns of 12.86% 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.
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.