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Should You Add These 3 Top-Performing Mutual Funds to Your Portfolio?
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There is never a wrong time to invest in mutual funds for retirement. So, if you're still looking for the best mutual funds, the Zacks Mutual Fund Rank can be a great guide.
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 learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
American Funds Growth and Income Portfolio 529 A (CGNAX - Free Report) : 0.36% expense ratio and 0% management fee. CGNAX 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 annual returns of 10.78% over the last five years, this fund is a winner.
VY T. Rowe Price Diversified Mid Cap Growth Service Class (IAXSX). Expense ratio: 1.05%. Management fee: 0.74%. IAXSX is a Mid Cap Growth mutual fund. These funds aim to target companies with a market capitalization between $2 billion and $10 billion that are also expected to exhibit more extensive growth opportunities for investors than their peers. This fund has managed to produce a robust 11.82% over the last five years.
Touchstone Small Company A (SAGWX): 1.15% expense ratio and 0.67% management fee. SAGWX is a Small Cap Blend mutual fund, allowing investors a way to diversify their funds among various types of small-cap stocks. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 13.68% 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?
There is never a wrong time to invest in mutual funds for retirement. So, if you're still looking for the best mutual funds, the Zacks Mutual Fund Rank can be a great guide.
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 learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
American Funds Growth and Income Portfolio 529 A (CGNAX - Free Report) : 0.36% expense ratio and 0% management fee. CGNAX 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 annual returns of 10.78% over the last five years, this fund is a winner.
VY T. Rowe Price Diversified Mid Cap Growth Service Class (IAXSX). Expense ratio: 1.05%. Management fee: 0.74%. IAXSX is a Mid Cap Growth mutual fund. These funds aim to target companies with a market capitalization between $2 billion and $10 billion that are also expected to exhibit more extensive growth opportunities for investors than their peers. This fund has managed to produce a robust 11.82% over the last five years.
Touchstone Small Company A (SAGWX): 1.15% expense ratio and 0.67% management fee. SAGWX is a Small Cap Blend mutual fund, allowing investors a way to diversify their funds among various types of small-cap stocks. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 13.68% 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.