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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 take a look at some of our top-ranked mutual funds with the lowest fees.
If you are looking to diversify your portfolio, consider Davis Global Y (DGFYX - Free Report) . DGFYX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. This fund is a winner, boasting an expense ratio of 0.69%, management fee of 0.55%, and a five-year annualized return track record of 9.89%.
MFS Low Volatility Global Equity I (MVGIX) is a stand out amongst its peers. MVGIX is a Global - Equity mutual fund investing in bigger markets like the U.S., Europe, and Japan; these kinds of funds aren't limited by geography. With five-year annualized performance of 10.59%, expense ratio of 0.74% and management fee of 0.55%, this diversified fund is an attractive buy with a strong history of performance.
AQR Large Cap Defensive Style R6 (QUERX) is an attractive large-cap allocation. QUERX is part of the Large Cap Blend section, and these mutual funds most often invest in firms with a market capitalization of $10 billion or more. By investing in bigger companies, these funds offer more stability, and are often well-suited for investors with a "buy and hold" mindset. QUERX has an expense ratio of 0.3%, management fee of 0.25%, and annual returns of 8.62% over the past five years.
These examples highlight the fact that there are some astonishingly good mutual funds out there. If your advisor has you in the good ones, bravo! If not, you may need to have a 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 take a look at some of our top-ranked mutual funds with the lowest fees.
If you are looking to diversify your portfolio, consider Davis Global Y (DGFYX - Free Report) . DGFYX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. This fund is a winner, boasting an expense ratio of 0.69%, management fee of 0.55%, and a five-year annualized return track record of 9.89%.
MFS Low Volatility Global Equity I (MVGIX) is a stand out amongst its peers. MVGIX is a Global - Equity mutual fund investing in bigger markets like the U.S., Europe, and Japan; these kinds of funds aren't limited by geography. With five-year annualized performance of 10.59%, expense ratio of 0.74% and management fee of 0.55%, this diversified fund is an attractive buy with a strong history of performance.
AQR Large Cap Defensive Style R6 (QUERX) is an attractive large-cap allocation. QUERX is part of the Large Cap Blend section, and these mutual funds most often invest in firms with a market capitalization of $10 billion or more. By investing in bigger companies, these funds offer more stability, and are often well-suited for investors with a "buy and hold" mindset. QUERX has an expense ratio of 0.3%, management fee of 0.25%, and annual returns of 8.62% over the past five years.
These examples highlight the fact that there are some astonishingly good mutual funds out there. If your advisor has you in the good ones, bravo! If not, you may need to have a talk.