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Are these 3 Top-Ranked Mutual Funds In Your Retirement 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.
How can you tell a good mutual fund from a bad one? It's pretty basic: if the fund is diversified, has low fees, and shows strong performance, it's a keeper. Of course, there's a wide range, but using the Zacks Mutual Fund Rank, we've found three mutual funds that would be great additions to any long-term investors' portfolios.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
If you are looking to diversify your portfolio, consider MFS Blended Research Core Equity C (MUECX). MUECX 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. This fund is a winner, boasting an expense ratio of 1.49%, management fee of 0.4%, and a five-year annualized return track record of 17.35%.
North Square Select Small Cap I (ADVGX - Free Report) : 0.94% expense ratio and 0.7% management fee. ADVGX 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. ADVGX, with annual returns of 13.55% over the last five years, is a well-diversified fund with a long track record of success.
Janus Henderson Global Research Institutional (JAWGX) is an attractive large-cap allocation. JAWGX 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 JAWGX has an expense ratio of 0.81%, management fee of 0.63%, and annual returns of 16.12% 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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Are these 3 Top-Ranked Mutual Funds In Your Retirement 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.
How can you tell a good mutual fund from a bad one? It's pretty basic: if the fund is diversified, has low fees, and shows strong performance, it's a keeper. Of course, there's a wide range, but using the Zacks Mutual Fund Rank, we've found three mutual funds that would be great additions to any long-term investors' portfolios.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
If you are looking to diversify your portfolio, consider MFS Blended Research Core Equity C (MUECX). MUECX 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. This fund is a winner, boasting an expense ratio of 1.49%, management fee of 0.4%, and a five-year annualized return track record of 17.35%.
North Square Select Small Cap I (ADVGX - Free Report) : 0.94% expense ratio and 0.7% management fee. ADVGX 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. ADVGX, with annual returns of 13.55% over the last five years, is a well-diversified fund with a long track record of success.
Janus Henderson Global Research Institutional (JAWGX) is an attractive large-cap allocation. JAWGX 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 JAWGX has an expense ratio of 0.81%, management fee of 0.63%, and annual returns of 16.12% 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.