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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 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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
GMO Global Developed Equity Allocation FdIII
(GWOAX - Free Report) : 0.01% expense ratio and 0% management fee. GWOAX is classified as an Allocation Balanced fund, which seeks to invest in a balance of asset types, like stocks, bonds, and cash, and including precious metals or commodities is not unusual. With annual returns of 13.51% over the last five years, this fund is a winner.
MassMutual Select Diversified Value R3
(MDVNX - Free Report) is a stand out amongst its peers. MDVNX is a part of the Large Cap Value category, and invests in equities with a market capitalization of $10 billion or more, but whose share prices do not reflect their intrinsic value. With five-year annualized performance of 13.89%, expense ratio of 1.35% and management fee of 0.5%, this diversified fund is an attractive buy with a strong history of performance.
MFS Low Volatility Global Equity I
(MVGIX - Free Report) : 0.74% expense ratio and 0.55% management fee. MVGIX is a Global - Equity mutual fund investing in bigger markets like the U.S., Europe, and Japan; these kinds of funds aren't limited by geography. With a five-year annual return of 11.63%, 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?
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 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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
GMO Global Developed Equity Allocation FdIII
(GWOAX - Free Report) : 0.01% expense ratio and 0% management fee. GWOAX is classified as an Allocation Balanced fund, which seeks to invest in a balance of asset types, like stocks, bonds, and cash, and including precious metals or commodities is not unusual. With annual returns of 13.51% over the last five years, this fund is a winner.MassMutual Select Diversified Value R3
(MDVNX - Free Report) is a stand out amongst its peers. MDVNX is a part of the Large Cap Value category, and invests in equities with a market capitalization of $10 billion or more, but whose share prices do not reflect their intrinsic value. With five-year annualized performance of 13.89%, expense ratio of 1.35% and management fee of 0.5%, this diversified fund is an attractive buy with a strong history of performance.MFS Low Volatility Global Equity I
(MVGIX - Free Report) : 0.74% expense ratio and 0.55% management fee. MVGIX is a Global - Equity mutual fund investing in bigger markets like the U.S., Europe, and Japan; these kinds of funds aren't limited by geography. With a five-year annual return of 11.63%, 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.