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Should You Add These 3 Top-Performing Mutual Funds to Your Portfolio?
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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 easiest, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. The Zacks Mutual Fund Rank, which covers over 19,000 mutual funds, has helped us identify three outstanding options that are perfect for any long-term investors' portfolios that is retirement-focused.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
If you are looking to diversify your portfolio, consider
Vanguard Equity Income Admiral
(VEIRX - Free Report) . VEIRX is a part of the Large Cap Value category, and invests in equities with a market capitalization of $10 billion or more, but whose share prices do not reflect their intrinsic value. This fund is a winner, boasting an expense ratio of 0.18%, management fee of 0.17%, and a five-year annualized return track record of 11.1%.
Putnam Multi-Cap Core Fund R
(PMYZX - Free Report) : 1.22% expense ratio and 0.55% management fee. PMYZX 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. By investing in bigger companies, these funds offer more stability, and are often well-suited for investors with a "buy and hold" mindset. With yearly returns of 16.33% over the last five years, PMYZX is an effectively diversified fund with a long reputation of solidly positive performance.
BlackRock Advantage Large Cap Growth R
(BMCRX - Free Report) is an attractive large-cap allocation. BMCRX 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. BMCRX has an expense ratio of 1.12%, management fee of 0.57%, and annual returns of 15.78% over the past five years.
There you have it. If your financial advisor had you put your money into any of our top-ranked funds, then they've got you covered. If not, you may need to talk.
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Should You Add These 3 Top-Performing Mutual Funds to Your 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 easiest, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. The Zacks Mutual Fund Rank, which covers over 19,000 mutual funds, has helped us identify three outstanding options that are perfect for any long-term investors' portfolios that is retirement-focused.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
If you are looking to diversify your portfolio, consider
Vanguard Equity Income Admiral
(VEIRX - Free Report) . VEIRX is a part of the Large Cap Value category, and invests in equities with a market capitalization of $10 billion or more, but whose share prices do not reflect their intrinsic value. This fund is a winner, boasting an expense ratio of 0.18%, management fee of 0.17%, and a five-year annualized return track record of 11.1%.Putnam Multi-Cap Core Fund R
(PMYZX - Free Report) : 1.22% expense ratio and 0.55% management fee. PMYZX 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. By investing in bigger companies, these funds offer more stability, and are often well-suited for investors with a "buy and hold" mindset. With yearly returns of 16.33% over the last five years, PMYZX is an effectively diversified fund with a long reputation of solidly positive performance.BlackRock Advantage Large Cap Growth R
(BMCRX - Free Report) is an attractive large-cap allocation. BMCRX 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. BMCRX has an expense ratio of 1.12%, management fee of 0.57%, and annual returns of 15.78% over the past five years.There you have it. If your financial advisor had you put your money into any of our top-ranked funds, then they've got you covered. If not, you may need to talk.