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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.
DFA US Small Cap Value I
(DFSVX - Free Report) : 0.31% expense ratio and 0.28% management fee. DFSVX is a Small Cap Value mutual fund option, which typically invest in companies with market caps under $2 billion. With annual returns of 16.1% over the last five years, this fund is a winner.
Fidelity Growth & Income Portfolio
(FGRIX - Free Report) is a stand out amongst its peers. FGRIX 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. With five-year annualized performance of 16.86%, expense ratio of 0.56% and management fee of 0.54%, this diversified fund is an attractive buy with a strong history of performance.
Vanguard US Growth Investor
(VWUSX - Free Report) . Expense ratio: 0.32%. Management fee: 0.31%. Five year annual return: 15.79%. VWUSX is a part of the Large Cap Growth mutual fund category, which invest in many large U.S. companies that are expected to grow much faster compared to other large-cap stocks.
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.
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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.
DFA US Small Cap Value I
(DFSVX - Free Report) : 0.31% expense ratio and 0.28% management fee. DFSVX is a Small Cap Value mutual fund option, which typically invest in companies with market caps under $2 billion. With annual returns of 16.1% over the last five years, this fund is a winner.Fidelity Growth & Income Portfolio
(FGRIX - Free Report) is a stand out amongst its peers. FGRIX 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. With five-year annualized performance of 16.86%, expense ratio of 0.56% and management fee of 0.54%, this diversified fund is an attractive buy with a strong history of performance.Vanguard US Growth Investor
(VWUSX - Free Report) . Expense ratio: 0.32%. Management fee: 0.31%. Five year annual return: 15.79%. VWUSX is a part of the Large Cap Growth mutual fund category, which invest in many large U.S. companies that are expected to grow much faster compared to other large-cap stocks.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.