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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 best way to shortlist great mutual funds is to ensure solid performance, diversification, and low fees. Some are better than others, but utilizing the Zacks Mutual Fund Rank, we have identified three mutual funds that could be solid additions to one's retirement portfolio.
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
Multifactor US Equity M
(RTDTX - Free Report) . RTDTX 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. This fund is a winner, boasting an expense ratio of 0.44%, management fee of 0.3%, and a five-year annualized return track record of 14.06%.
Heartland Value Fund Investor
(HRTVX - Free Report) . Expense ratio: 1.13%. Management fee: 0.75%. HRTVX is a Small Cap Value fund, and these funds are known for investing in companies with market caps under $2 billion. This fund has managed to produce a robust 12.06% over the last five years.
Franklin Convertible Securities Adviser
(FCSZX - Free Report) : 0.57% expense ratio and 0.46% management fee. FCSZX is a Convertible Bonds mutual fund, and these funds are unique in the fixed income world; these securities have components of both fixed income and equity, making them hybrid securities. With a five-year annual return of 11.26%, this fund is a well-diversified fund with a long track record of success.
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?
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 best way to shortlist great mutual funds is to ensure solid performance, diversification, and low fees. Some are better than others, but utilizing the Zacks Mutual Fund Rank, we have identified three mutual funds that could be solid additions to one's retirement portfolio.
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
Multifactor US Equity M
(RTDTX - Free Report) . RTDTX 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. This fund is a winner, boasting an expense ratio of 0.44%, management fee of 0.3%, and a five-year annualized return track record of 14.06%.Heartland Value Fund Investor
(HRTVX - Free Report) . Expense ratio: 1.13%. Management fee: 0.75%. HRTVX is a Small Cap Value fund, and these funds are known for investing in companies with market caps under $2 billion. This fund has managed to produce a robust 12.06% over the last five years.Franklin Convertible Securities Adviser
(FCSZX - Free Report) : 0.57% expense ratio and 0.46% management fee. FCSZX is a Convertible Bonds mutual fund, and these funds are unique in the fixed income world; these securities have components of both fixed income and equity, making them hybrid securities. With a five-year annual return of 11.26%, this fund is a well-diversified fund with a long track record of success.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.