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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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
VY T. Rowe Price Diversified Mid Cap Growth S2 (IAXTX - Free Report) : 1.2% expense ratio and 0.74% management fee. IAXTX is a Mid Cap Growth mutual fund. These mutual funds choose companies with a stock market valuation between $2 billion and $10 billion. IAXTX has achieved five-year annual returns of an astounding 11.67%.
Janus Henderson Research N (JRANX): 0.67% expense ratio and 0.53% management fee. JRANX is a Large Cap Growth mutual fund, and these funds invest in many large U.S. firms that are projected to grow at a faster rate than their large-cap peers. JRANX, with annual returns of 16.6% over the last five years, is a well-diversified fund with a long track record of success.
American Funds Growth and Income Portfolio R5 (RGNFX) is an attractive large-cap allocation. RGNFX 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. RGNFX has an expense ratio of 0.07%, management fee of 0%, and annual returns of 11.12% over the past five years.
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?
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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
VY T. Rowe Price Diversified Mid Cap Growth S2 (IAXTX - Free Report) : 1.2% expense ratio and 0.74% management fee. IAXTX is a Mid Cap Growth mutual fund. These mutual funds choose companies with a stock market valuation between $2 billion and $10 billion. IAXTX has achieved five-year annual returns of an astounding 11.67%.
Janus Henderson Research N (JRANX): 0.67% expense ratio and 0.53% management fee. JRANX is a Large Cap Growth mutual fund, and these funds invest in many large U.S. firms that are projected to grow at a faster rate than their large-cap peers. JRANX, with annual returns of 16.6% over the last five years, is a well-diversified fund with a long track record of success.
American Funds Growth and Income Portfolio R5 (RGNFX) is an attractive large-cap allocation. RGNFX 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. RGNFX has an expense ratio of 0.07%, management fee of 0%, and annual returns of 11.12% over the past five years.
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.