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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.
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.
Macquarie Asset Strategy R6 (IASTX - Free Report) : 0.76% expense ratio and 0.68% management fee. IASTX is an Allocation Balanced mutual fund. Allocation Balanced funds look to invest across asset types, like stocks, bonds, and cash, and including precious metals or commodities is not unusual; these funds are mostly categorized by their respective asset allocation. IASTX has achieved five-year annual returns of an astounding 9.97%.
Janus Henderson Research S (JRASX) is a stand out amongst its peers. JRASX 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. With five-year annualized performance of 13.73%, expense ratio of 1.17% and management fee of 0.53%, this diversified fund is an attractive buy with a strong history of performance.
Invesco SteelPath MLPSelect 40 Y (MLPTX). Expense ratio: 0.84%. Management fee: 0.69%. Five year annual return: 27.43%. MLPTX is classified as a Sector - Energy mutual fund. Throughout the massive global energy sector, these funds hold a wide range of quickly changing and vitally important industries.
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.
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.
Macquarie Asset Strategy R6 (IASTX - Free Report) : 0.76% expense ratio and 0.68% management fee. IASTX is an Allocation Balanced mutual fund. Allocation Balanced funds look to invest across asset types, like stocks, bonds, and cash, and including precious metals or commodities is not unusual; these funds are mostly categorized by their respective asset allocation. IASTX has achieved five-year annual returns of an astounding 9.97%.
Janus Henderson Research S (JRASX) is a stand out amongst its peers. JRASX 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. With five-year annualized performance of 13.73%, expense ratio of 1.17% and management fee of 0.53%, this diversified fund is an attractive buy with a strong history of performance.
Invesco SteelPath MLPSelect 40 Y (MLPTX). Expense ratio: 0.84%. Management fee: 0.69%. Five year annual return: 27.43%. MLPTX is classified as a Sector - Energy mutual fund. Throughout the massive global energy sector, these funds hold a wide range of quickly changing and vitally important industries.
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.