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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 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 break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
Nationwide Bailard International Equities R6 (NWHMX - Free Report) : 0.89% expense ratio and 0.75% management fee. NWHMX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. NWHMX has achieved five-year annual returns of an astounding 11.07%.
Schwab MarketTrack Allocation Equity Portfolio (SWEGX): 0.38% expense ratio and 0.13% management fee. SWEGX 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. SWEGX, with annual returns of 12.94% over the last five years, is a well-diversified fund with a long track record of success.
T. Rowe Price Blue Chip Growth R (RRBGX). Expense ratio: 1.23%. Management fee: 0.55%. Five year annual return: 10.57%. RRBGX is a Large Cap Growth option; these mutual funds purchase stakes in numerous large U.S. companies that are expected to develop and grow at a faster rate than other large-cap stocks.
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 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 break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
Nationwide Bailard International Equities R6 (NWHMX - Free Report) : 0.89% expense ratio and 0.75% management fee. NWHMX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. NWHMX has achieved five-year annual returns of an astounding 11.07%.
Schwab MarketTrack Allocation Equity Portfolio (SWEGX): 0.38% expense ratio and 0.13% management fee. SWEGX 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. SWEGX, with annual returns of 12.94% over the last five years, is a well-diversified fund with a long track record of success.
T. Rowe Price Blue Chip Growth R (RRBGX). Expense ratio: 1.23%. Management fee: 0.55%. Five year annual return: 10.57%. RRBGX is a Large Cap Growth option; these mutual funds purchase stakes in numerous large U.S. companies that are expected to develop and grow at a faster rate than other large-cap stocks.
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.