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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 best way to shortlist great mutual funds is to ensure solid performance, diversification, and low fees. Some are better than others, but utilizing the Zacks Mutual Fund Rank, we have identified three mutual funds that could be solid additions to one's retirement portfolio.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
Janus Henderson Contrarian R (JCNRX): 1.36% expense ratio and 0.49% management fee. JCNRX 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. JCNRX has achieved five-year annual returns of an astounding 12.13%.
GMO U.S. Equity Allocation Fund Class VI (GMCQX): 0.39% expense ratio and 0.37% management fee. GMCQX 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 yearly returns of 17.39% over the last five years, GMCQX is an effectively diversified fund with a long reputation of solidly positive performance.
American Funds Balanced F2 (AMBFX - Free Report) is an attractive large-cap allocation. AMBFX is a part of the Allocation Balanced fund category; these funds like to invest in a variety of asset types, finding a balance between stocks, bonds, cash, and sometimes even precious metals and commodities; they are mostly categorized by their respective asset allocation. AMBFX has an expense ratio of 0.36%, management fee of 0.21%, and annual returns of 10.28% over the past five years.
There you have it. If your financial advisor had you put your money into any of our top-ranked funds, then they've got you covered. If not, you may need to 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 best way to shortlist great mutual funds is to ensure solid performance, diversification, and low fees. Some are better than others, but utilizing the Zacks Mutual Fund Rank, we have identified three mutual funds that could be solid additions to one's retirement portfolio.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
Janus Henderson Contrarian R (JCNRX): 1.36% expense ratio and 0.49% management fee. JCNRX 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. JCNRX has achieved five-year annual returns of an astounding 12.13%.
GMO U.S. Equity Allocation Fund Class VI (GMCQX): 0.39% expense ratio and 0.37% management fee. GMCQX 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 yearly returns of 17.39% over the last five years, GMCQX is an effectively diversified fund with a long reputation of solidly positive performance.
American Funds Balanced F2 (AMBFX - Free Report) is an attractive large-cap allocation. AMBFX is a part of the Allocation Balanced fund category; these funds like to invest in a variety of asset types, finding a balance between stocks, bonds, cash, and sometimes even precious metals and commodities; they are mostly categorized by their respective asset allocation. AMBFX has an expense ratio of 0.36%, management fee of 0.21%, and annual returns of 10.28% over the past five years.
There you have it. If your financial advisor had you put your money into any of our top-ranked funds, then they've got you covered. If not, you may need to talk.