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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 learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
If you are looking to diversify your portfolio, consider Brown Advisory Small Cap Fundamental Value Investor (BIAUX - Free Report) . BIAUX is a Small Cap Value mutual fund, investing in small companies with stock market valuation less than $2 billion. This fund is a winner, boasting an expense ratio of 1.1%, management fee of 0.85%, and a five-year annualized return track record of 14.55%.
Moerus Worldwide Value Instl (MOWIX): 1.25% expense ratio and 0.95% management fee. MOWIX is a Global - Equity mutual fund. These funds invest in large markets like the U.S., Europe, and Japan, and operate with very few geographical limitations MOWIX, with annual returns of 25.45% over the last five years, is a well-diversified fund with a long track record of success.
Transamerica Large Value Opps R (TLORX): 1% expense ratio and 0.45% management fee. TLORX 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. With a five-year annual return of 14.12%, this fund is a well-diversified fund with a long track record of success.
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?
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 learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
If you are looking to diversify your portfolio, consider Brown Advisory Small Cap Fundamental Value Investor (BIAUX - Free Report) . BIAUX is a Small Cap Value mutual fund, investing in small companies with stock market valuation less than $2 billion. This fund is a winner, boasting an expense ratio of 1.1%, management fee of 0.85%, and a five-year annualized return track record of 14.55%.
Moerus Worldwide Value Instl (MOWIX): 1.25% expense ratio and 0.95% management fee. MOWIX is a Global - Equity mutual fund. These funds invest in large markets like the U.S., Europe, and Japan, and operate with very few geographical limitations MOWIX, with annual returns of 25.45% over the last five years, is a well-diversified fund with a long track record of success.
Transamerica Large Value Opps R (TLORX): 1% expense ratio and 0.45% management fee. TLORX 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. With a five-year annual return of 14.12%, this fund is a well-diversified fund with a long track record of success.
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.