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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.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Janus Henderson Global Research R (JDWRX): 1.49% expense ratio and 0.59% management fee. JDWRX is a Global - Equity mutual fund, which invests their assets in large markets, leveraging the global economy. JDWRX has achieved five-year annual returns of an astounding 12.67%.
Columbia Dividend Income Fund Class I (GSFTX): 0.65% expense ratio and 0.53% management fee. GSFTX is a Large Cap Value fund. These funds invest in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. With yearly returns of 12.62% over the last five years, GSFTX is an effectively diversified fund with a long reputation of solidly positive performance.
American Funds Growth and Income Portfolio 529 A (CGNAX - Free Report) . Expense ratio: 0.36%. Management fee: 0%. Five year annual return: 10.27%. CGNAX is classified as a Large Cap Blend fund. More often than not, Large Cap Blend mutual funds invest in companies with a market cap of over $10 billion. Buying stakes in bigger companies offer these funds more stability, and are well-suited for investors with a "buy and hold" mindset.
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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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.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Janus Henderson Global Research R (JDWRX): 1.49% expense ratio and 0.59% management fee. JDWRX is a Global - Equity mutual fund, which invests their assets in large markets, leveraging the global economy. JDWRX has achieved five-year annual returns of an astounding 12.67%.
Columbia Dividend Income Fund Class I (GSFTX): 0.65% expense ratio and 0.53% management fee. GSFTX is a Large Cap Value fund. These funds invest in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. With yearly returns of 12.62% over the last five years, GSFTX is an effectively diversified fund with a long reputation of solidly positive performance.
American Funds Growth and Income Portfolio 529 A (CGNAX - Free Report) . Expense ratio: 0.36%. Management fee: 0%. Five year annual return: 10.27%. CGNAX is classified as a Large Cap Blend fund. More often than not, Large Cap Blend mutual funds invest in companies with a market cap of over $10 billion. Buying stakes in bigger companies offer these funds more stability, and are well-suited for investors with a "buy and hold" mindset.
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.