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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.
Goldman Sachs Tax Managed Equity A
(GCTAX - Free Report) has a 1.01% expense ratio and 0.65% management fee. GCTAX 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 yearly returns of 17.27% over the last five years, this fund clearly wins.
T.Rowe Price Integrat US SMID Core
(TQSMX - Free Report) is a stand out amongst its peers. TQSMX is a Small Cap Blend mutual fund, and usually targets stocks with market caps of less than $2 billion, letting investors diversify their funds among other kinds of small-cap equities. With five-year annualized performance of 16.88%, expense ratio of 0.87% and management fee of 0.64%, this diversified fund is an attractive buy with a strong history of performance.
PIMCO Dividend & Income A
(PQIZX - Free Report) : 1.05% expense ratio and 0.79% management fee. PQIZX is an Allocation Balanced mutual fund. Allocation Balanced funds look to invest across asset types, like stocks, bonds, and cash, and including precious metals or commodities is not unusual; these funds are mostly categorized by their respective asset allocation. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 13.13% 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.
Goldman Sachs Tax Managed Equity A
(GCTAX - Free Report) has a 1.01% expense ratio and 0.65% management fee. GCTAX 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 yearly returns of 17.27% over the last five years, this fund clearly wins.T.Rowe Price Integrat US SMID Core
(TQSMX - Free Report) is a stand out amongst its peers. TQSMX is a Small Cap Blend mutual fund, and usually targets stocks with market caps of less than $2 billion, letting investors diversify their funds among other kinds of small-cap equities. With five-year annualized performance of 16.88%, expense ratio of 0.87% and management fee of 0.64%, this diversified fund is an attractive buy with a strong history of performance.PIMCO Dividend & Income A
(PQIZX - Free Report) : 1.05% expense ratio and 0.79% management fee. PQIZX is an Allocation Balanced mutual fund. Allocation Balanced funds look to invest across asset types, like stocks, bonds, and cash, and including precious metals or commodities is not unusual; these funds are mostly categorized by their respective asset allocation. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 13.13% 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.