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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.
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 break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
AMG River Road Focused Absol Val I (AFAVX - Free Report) : 0.82% expense ratio and 0.6% management fee. AFAVX is a Mid Cap Value mutual fund, which targets medium-sized companies with a market cap between $2 billion and $10 billion. AFAVX has achieved five-year annual returns of an astounding 10.5%.
T. Rowe Price Small Cap Stock Z (TRZZX): 0.74% expense ratio and 0.73% management fee. TRZZX 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. With yearly returns of 9.56% over the last five years, TRZZX is an effectively diversified fund with a long reputation of solidly positive performance.
Lord Abbett Affiliated Fund A (LAFFX): 0.69% expense ratio and 0.32% management fee. LAFFX 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 13.84% 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?
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.
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 break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
AMG River Road Focused Absol Val I (AFAVX - Free Report) : 0.82% expense ratio and 0.6% management fee. AFAVX is a Mid Cap Value mutual fund, which targets medium-sized companies with a market cap between $2 billion and $10 billion. AFAVX has achieved five-year annual returns of an astounding 10.5%.
T. Rowe Price Small Cap Stock Z (TRZZX): 0.74% expense ratio and 0.73% management fee. TRZZX 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. With yearly returns of 9.56% over the last five years, TRZZX is an effectively diversified fund with a long reputation of solidly positive performance.
Lord Abbett Affiliated Fund A (LAFFX): 0.69% expense ratio and 0.32% management fee. LAFFX 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 13.84% 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.