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Should You Add These 3 Top-Performing Mutual Funds to Your Portfolio?
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It is never too late to invest in mutual funds for retirement. As such, if you plan to invest in some of the best funds, the Zacks Mutual Fund Rank can provide you with valuable guidance.
How can you tell a good mutual fund from a bad one? It's pretty basic: if the fund is diversified, has low fees, and shows strong performance, it's a keeper. Of course, there's a wide range, but using the Zacks Mutual Fund Rank, we've found three mutual funds that would be great additions to any long-term investors' portfolios.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Gotham Total Return Institutional (GTRFX - Free Report) has a 0.94% expense ratio and 0% management fee. GTRFX is a Long Short - Equity option. These funds' investment strategy consists of minimizing overall market exposure, while at the same time taking long positions in equities that are expected to appreciate and short positions in equities that are projected to decline. With yearly returns of 9.74% over the last five years, this fund clearly wins.
O'Shaughnessey MarketLeadersValue I (OFVIX): 0.55% expense ratio and 0.4% management fee. OFVIX is a Large Cap Value mutual fund, which invests in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. With yearly returns of 18.45% over the last five years, OFVIX is an effectively diversified fund with a long reputation of solidly positive performance.
PIMCO Dividend & Income Institutional (PQIIX) is an attractive large-cap allocation. PQIIX 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. PQIIX has an expense ratio of 0.7%, management fee of 0.69%, and annual returns of 11.87% 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?
It is never too late to invest in mutual funds for retirement. As such, if you plan to invest in some of the best funds, the Zacks Mutual Fund Rank can provide you with valuable guidance.
How can you tell a good mutual fund from a bad one? It's pretty basic: if the fund is diversified, has low fees, and shows strong performance, it's a keeper. Of course, there's a wide range, but using the Zacks Mutual Fund Rank, we've found three mutual funds that would be great additions to any long-term investors' portfolios.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Gotham Total Return Institutional (GTRFX - Free Report) has a 0.94% expense ratio and 0% management fee. GTRFX is a Long Short - Equity option. These funds' investment strategy consists of minimizing overall market exposure, while at the same time taking long positions in equities that are expected to appreciate and short positions in equities that are projected to decline. With yearly returns of 9.74% over the last five years, this fund clearly wins.
O'Shaughnessey MarketLeadersValue I (OFVIX): 0.55% expense ratio and 0.4% management fee. OFVIX is a Large Cap Value mutual fund, which invests in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. With yearly returns of 18.45% over the last five years, OFVIX is an effectively diversified fund with a long reputation of solidly positive performance.
PIMCO Dividend & Income Institutional (PQIIX) is an attractive large-cap allocation. PQIIX 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. PQIIX has an expense ratio of 0.7%, management fee of 0.69%, and annual returns of 11.87% 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.