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Should You Add These 3 Top-Performing Mutual Funds to Your Portfolio?
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Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds.
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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
Calvert Emerging Markets Advance I (CEFIX - Free Report) : 0.95% expense ratio and 0.75% management fee. CEFIX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. CEFIX has achieved five-year annual returns of an astounding 10.33%.
JPMorgan US GARP Equity R5 (JGIRX). Expense ratio: 0.44%. Management fee: 0.3%. JGIRX 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. This fund has managed to produce a robust 18.68% over the last five years.
Voya Solution Moderately Aggress R6 (VYROX). Expense ratio: 0.21%. Management fee: 0.19%. Five year annual return: 10.44%. VYROX 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.
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?
Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds.
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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
Calvert Emerging Markets Advance I (CEFIX - Free Report) : 0.95% expense ratio and 0.75% management fee. CEFIX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. CEFIX has achieved five-year annual returns of an astounding 10.33%.
JPMorgan US GARP Equity R5 (JGIRX). Expense ratio: 0.44%. Management fee: 0.3%. JGIRX 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. This fund has managed to produce a robust 18.68% over the last five years.
Voya Solution Moderately Aggress R6 (VYROX). Expense ratio: 0.21%. Management fee: 0.19%. Five year annual return: 10.44%. VYROX 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.
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.