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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, 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.
T. Rowe Price Blue Chip Growth I (TBCIX): 0.57% expense ratio and 0.55% management fee. TBCIX 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. TBCIX has achieved five-year annual returns of an astounding 13.15%.
Putnam Small Cap Growth Y (PSYGX) is a stand out amongst its peers. PSYGX is one of many Small Cap Growth mutual funds; these funds tend to create their portfolios around stocks with market capitalization of less than $2 billion. With five-year annualized performance of 11.39%, expense ratio of 0.92% and management fee of 0.7%, this diversified fund is an attractive buy with a strong history of performance.
Fidelity Equity-Income Fund K (FEIKX - Free Report) : 0.46% expense ratio and 0.45% management fee. FEIKX 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. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 14.85% over the last 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?
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, 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.
T. Rowe Price Blue Chip Growth I (TBCIX): 0.57% expense ratio and 0.55% management fee. TBCIX 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. TBCIX has achieved five-year annual returns of an astounding 13.15%.
Putnam Small Cap Growth Y (PSYGX) is a stand out amongst its peers. PSYGX is one of many Small Cap Growth mutual funds; these funds tend to create their portfolios around stocks with market capitalization of less than $2 billion. With five-year annualized performance of 11.39%, expense ratio of 0.92% and management fee of 0.7%, this diversified fund is an attractive buy with a strong history of performance.
Fidelity Equity-Income Fund K (FEIKX - Free Report) : 0.46% expense ratio and 0.45% management fee. FEIKX 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. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 14.85% over the last 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.