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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.
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.
American Funds Cap Income Builder R5 (RIRFX) has a 0.31% expense ratio and 0.23% management fee. RIRFX 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 yearly returns of 10.99% over the last five years, this fund clearly wins.
Lord Abbett Global Equity F (LGCFX - Free Report) : 0.75% expense ratio and 0.45% management fee. LGCFX is a Global - Equity mutual fund, which invests their assets in large markets, leveraging the global economy. LGCFX, with annual returns of 14.84% over the last five years, is a well-diversified fund with a long track record of success.
Victory Aggressive Growth Instl (UIAGX) is an attractive large-cap allocation. UIAGX 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. UIAGX has an expense ratio of 0.71%, management fee of 0.42%, and annual returns of 15.9% 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.
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.
American Funds Cap Income Builder R5 (RIRFX) has a 0.31% expense ratio and 0.23% management fee. RIRFX 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 yearly returns of 10.99% over the last five years, this fund clearly wins.
Lord Abbett Global Equity F (LGCFX - Free Report) : 0.75% expense ratio and 0.45% management fee. LGCFX is a Global - Equity mutual fund, which invests their assets in large markets, leveraging the global economy. LGCFX, with annual returns of 14.84% over the last five years, is a well-diversified fund with a long track record of success.
Victory Aggressive Growth Instl (UIAGX) is an attractive large-cap allocation. UIAGX 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. UIAGX has an expense ratio of 0.71%, management fee of 0.42%, and annual returns of 15.9% 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.