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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, 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.
Goldman Sachs International Small Cap Insights I (GICIX - Free Report) : 0.86% expense ratio and 0.81% management fee. GICIX is a part of the Non US - Equity fund category, many of which will focus across all cap levels, and will typically allocate their investments between emerging and developed markets. GICIX has achieved five-year annual returns of an astounding 11.2%.
Franklin US Large Cap Equity FI (LMUSX) is a stand out amongst its peers. LMUSX 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. With five-year annualized performance of 17.41%, expense ratio of 1.05% and management fee of 0.7%, this diversified fund is an attractive buy with a strong history of performance.
Voya Small Company I (VYSAX) is an attractive large-cap allocation. VYSAX is a Small Cap Blend mutual fund, and usually targets stocks with market caps of less than $2 billion, letting investors diversify their funds among other kinds of small-cap equities. VYSAX has an expense ratio of 0.86%, management fee of 0.75%, and annual returns of 11.79% over the past five years.
We hope that your investment advisor (if you use one) has you invested in one or all of the top-ranked mutual funds we've reviewed. But if that isn't the case, it might be time to have a conversation or reconsider this vitally important relationship.
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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, 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.
Goldman Sachs International Small Cap Insights I (GICIX - Free Report) : 0.86% expense ratio and 0.81% management fee. GICIX is a part of the Non US - Equity fund category, many of which will focus across all cap levels, and will typically allocate their investments between emerging and developed markets. GICIX has achieved five-year annual returns of an astounding 11.2%.
Franklin US Large Cap Equity FI (LMUSX) is a stand out amongst its peers. LMUSX 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. With five-year annualized performance of 17.41%, expense ratio of 1.05% and management fee of 0.7%, this diversified fund is an attractive buy with a strong history of performance.
Voya Small Company I (VYSAX) is an attractive large-cap allocation. VYSAX is a Small Cap Blend mutual fund, and usually targets stocks with market caps of less than $2 billion, letting investors diversify their funds among other kinds of small-cap equities. VYSAX has an expense ratio of 0.86%, management fee of 0.75%, and annual returns of 11.79% over the past five years.
We hope that your investment advisor (if you use one) has you invested in one or all of the top-ranked mutual funds we've reviewed. But if that isn't the case, it might be time to have a conversation or reconsider this vitally important relationship.