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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 best way to shortlist great mutual funds is to ensure solid performance, diversification, and low fees. Some are better than others, but utilizing the Zacks Mutual Fund Rank, we have identified three mutual funds that could be solid additions to one's retirement portfolio.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Voya Small Company W (VYSGX) has a 0.92% expense ratio and 0.75% management fee. VYSGX 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 11.15% over the last five years, this fund clearly wins.
Principal Small-MidCap Dividend Income A (PMDAX) is a stand out amongst its peers. PMDAX is a Small Cap Value fund, and these funds are known for investing in companies with market caps under $2 billion. With five-year annualized performance of 13.94%, expense ratio of 1.12% and management fee of 0.77%, this diversified fund is an attractive buy with a strong history of performance.
Nationwide Bailard International Equities R6 (NWHMX - Free Report) . Expense ratio: 0.89%. Management fee: 0.75%. Five year annual return: 13.24%. NWHMX is a Non US - Equity fund. Many of these funds like to allocate across emerging and developed markets, and will often focus on all cap levels.
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?
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 best way to shortlist great mutual funds is to ensure solid performance, diversification, and low fees. Some are better than others, but utilizing the Zacks Mutual Fund Rank, we have identified three mutual funds that could be solid additions to one's retirement portfolio.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Voya Small Company W (VYSGX) has a 0.92% expense ratio and 0.75% management fee. VYSGX 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 11.15% over the last five years, this fund clearly wins.
Principal Small-MidCap Dividend Income A (PMDAX) is a stand out amongst its peers. PMDAX is a Small Cap Value fund, and these funds are known for investing in companies with market caps under $2 billion. With five-year annualized performance of 13.94%, expense ratio of 1.12% and management fee of 0.77%, this diversified fund is an attractive buy with a strong history of performance.
Nationwide Bailard International Equities R6 (NWHMX - Free Report) . Expense ratio: 0.89%. Management fee: 0.75%. Five year annual return: 13.24%. NWHMX is a Non US - Equity fund. Many of these funds like to allocate across emerging and developed markets, and will often focus on all cap levels.
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.