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Should You Add These 3 Top-Performing Mutual Funds to Your Portfolio?
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There is never a wrong time to invest in mutual funds for retirement. So, if you're still looking for the best mutual funds, the Zacks Mutual Fund Rank can be a great guide.
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.
Fidelity Advisor New Insights Z
(FZANX - Free Report) : 0.31% expense ratio and 0.28% management fee. FZANX 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. FZANX has achieved five-year annual returns of an astounding 16.1%.
JPMorgan Disciplined Equity I
(JDESX - Free Report) : 0.35% expense ratio and 0.25% management fee. JDESX is classified as a Large Cap Blend fund. More often than not, Large Cap Blend mutual funds invest in companies with a market cap of over $10 billion. Buying stakes in bigger companies offer these funds more stability, and are well-suited for investors with a "buy and hold" mindset. JDESX, with annual returns of 17.4% over the last five years, is a well-diversified fund with a long track record of success.
MM Select Equity Asset I
: 0.26% expense ratio and 0.18% management fee. MSEJX 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. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 17.37% over the last five years.
We hope that your investment advisor (if you use one) has you invested in one or all of the top-ranked mutual funds we've reviewed. But if that isn't the case, it might be time to have a conversation or reconsider this vitally important relationship.
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Should You Add These 3 Top-Performing Mutual Funds to Your Portfolio?
There is never a wrong time to invest in mutual funds for retirement. So, if you're still looking for the best mutual funds, the Zacks Mutual Fund Rank can be a great guide.
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.
Fidelity Advisor New Insights Z
(FZANX - Free Report) : 0.31% expense ratio and 0.28% management fee. FZANX 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. FZANX has achieved five-year annual returns of an astounding 16.1%.JPMorgan Disciplined Equity I
(JDESX - Free Report) : 0.35% expense ratio and 0.25% management fee. JDESX is classified as a Large Cap Blend fund. More often than not, Large Cap Blend mutual funds invest in companies with a market cap of over $10 billion. Buying stakes in bigger companies offer these funds more stability, and are well-suited for investors with a "buy and hold" mindset. JDESX, with annual returns of 17.4% over the last five years, is a well-diversified fund with a long track record of success.MM Select Equity Asset I
: 0.26% expense ratio and 0.18% management fee. MSEJX 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. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 17.37% over the last five years.We hope that your investment advisor (if you use one) has you invested in one or all of the top-ranked mutual funds we've reviewed. But if that isn't the case, it might be time to have a conversation or reconsider this vitally important relationship.