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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 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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
American Funds Fundamentl Investors F2 (FINFX): 0.39% expense ratio and 0.24% management fee. FINFX is a Large Cap Blend fund, targeting companies with market caps of over $10 billion. These funds offer investors a stability, and are perfect for people with a "buy and hold" mindset. FINFX has achieved five-year annual returns of an astounding 17.71%.
First Eagle Fund of America A (FEFAX - Free Report) : 0.9% expense ratio and 0.5% management fee. FEFAX, an All Cap Value option, is a type of mutual fund that buys stakes in companies in all three valuation categories With yearly returns of 13.55% over the last five years, FEFAX is an effectively diversified fund with a long reputation of solidly positive performance.
Lord Abbett Affiliated Fund R2 (LAFQX): 1.04% expense ratio and 0.32% management fee. LAFQX 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. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 13.44% over the last five years.
These examples highlight the fact that there are some astonishingly good mutual funds out there. If your advisor has you in the good ones, bravo! If not, you may need to have a 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 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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
American Funds Fundamentl Investors F2 (FINFX): 0.39% expense ratio and 0.24% management fee. FINFX is a Large Cap Blend fund, targeting companies with market caps of over $10 billion. These funds offer investors a stability, and are perfect for people with a "buy and hold" mindset. FINFX has achieved five-year annual returns of an astounding 17.71%.
First Eagle Fund of America A (FEFAX - Free Report) : 0.9% expense ratio and 0.5% management fee. FEFAX, an All Cap Value option, is a type of mutual fund that buys stakes in companies in all three valuation categories With yearly returns of 13.55% over the last five years, FEFAX is an effectively diversified fund with a long reputation of solidly positive performance.
Lord Abbett Affiliated Fund R2 (LAFQX): 1.04% expense ratio and 0.32% management fee. LAFQX 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. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 13.44% over the last five years.
These examples highlight the fact that there are some astonishingly good mutual funds out there. If your advisor has you in the good ones, bravo! If not, you may need to have a talk.