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Should You Add These 3 Top-Performing Mutual Funds to Your Portfolio?
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Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds.
The easiest way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Using the Zacks Mutual Fund Rank of over 19,000 mutual funds, we've identified three outstanding mutual funds that are ideally suited to help long-term investors pursue and achieve their retirement investing goals.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
American Funds Balanced 529F
(CLBFX - Free Report) has a 0.42% expense ratio and 0.21% management fee. CLBFX is a part of the Allocation Balanced fund category; these funds like to invest in a variety of asset types, finding a balance between stocks, bonds, cash, and sometimes even precious metals and commodities; they are mostly categorized by their respective asset allocation. With yearly returns of 10.62% over the last five years, this fund clearly wins.
Fidelity Advisor Diversified Stock M
(FDTEX - Free Report) is a stand out amongst its peers. FDTEX 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 five-year annualized performance of 17.89%, expense ratio of 1.09% and management fee of 0.57%, this diversified fund is an attractive buy with a strong history of performance.
Hartford Emerging Markets Equity R5
(HERTX - Free Report) : 1.15% expense ratio and 0.9% management fee. HERTX is a Non US - Equity fund. Many of these funds like to allocate across emerging and developed markets, and will often focus on all cap levels. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 10.95% 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?
Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds.
The easiest way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Using the Zacks Mutual Fund Rank of over 19,000 mutual funds, we've identified three outstanding mutual funds that are ideally suited to help long-term investors pursue and achieve their retirement investing goals.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
American Funds Balanced 529F
(CLBFX - Free Report) has a 0.42% expense ratio and 0.21% management fee. CLBFX is a part of the Allocation Balanced fund category; these funds like to invest in a variety of asset types, finding a balance between stocks, bonds, cash, and sometimes even precious metals and commodities; they are mostly categorized by their respective asset allocation. With yearly returns of 10.62% over the last five years, this fund clearly wins.Fidelity Advisor Diversified Stock M
(FDTEX - Free Report) is a stand out amongst its peers. FDTEX 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 five-year annualized performance of 17.89%, expense ratio of 1.09% and management fee of 0.57%, this diversified fund is an attractive buy with a strong history of performance.Hartford Emerging Markets Equity R5
(HERTX - Free Report) : 1.15% expense ratio and 0.9% management fee. HERTX is a Non US - Equity fund. Many of these funds like to allocate across emerging and developed markets, and will often focus on all cap levels. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 10.95% 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.