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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 learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
If you are looking to diversify your portfolio, consider
Davis Opportunity Y
(DGOYX - Free Report) . DGOYX 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. This fund is a winner, boasting an expense ratio of 0.67%, management fee of 0.55%, and a five-year annualized return track record of 11.04%.
Fidelity Value Fund
(FDVLX - Free Report) is a stand out amongst its peers. FDVLX is a Mid Cap Value mutual funds that aims to target medium-sized companies that possess strong value and income opportunities for investors. With five-year annualized performance of 12.19%, expense ratio of 0.84% and management fee of 0.8%, this diversified fund is an attractive buy with a strong history of performance.
JPMorgan Mid Cap Equity I
(VSNGX - Free Report) : 0.89% expense ratio and 0.6% management fee. VSNGX is a Mid Cap Blend mutual fund that typically features a portfolio filled with stocks of various sizes and styles; it allows for a diversification strategy focusing on companies with market caps between $2 billion and $10 billion. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 10.36% over the last 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?
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 learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
If you are looking to diversify your portfolio, consider
Davis Opportunity Y
(DGOYX - Free Report) . DGOYX 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. This fund is a winner, boasting an expense ratio of 0.67%, management fee of 0.55%, and a five-year annualized return track record of 11.04%.Fidelity Value Fund
(FDVLX - Free Report) is a stand out amongst its peers. FDVLX is a Mid Cap Value mutual funds that aims to target medium-sized companies that possess strong value and income opportunities for investors. With five-year annualized performance of 12.19%, expense ratio of 0.84% and management fee of 0.8%, this diversified fund is an attractive buy with a strong history of performance.JPMorgan Mid Cap Equity I
(VSNGX - Free Report) : 0.89% expense ratio and 0.6% management fee. VSNGX is a Mid Cap Blend mutual fund that typically features a portfolio filled with stocks of various sizes and styles; it allows for a diversification strategy focusing on companies with market caps between $2 billion and $10 billion. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 10.36% over the last 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.