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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 way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Using the Zacks Mutual Fund Rank of over 19,000 mutual funds, we've identified three outstanding mutual funds that are ideally suited to help long-term investors pursue and achieve their retirement investing goals.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
If you are looking to diversify your portfolio, consider FPA Queens Road SmCap Value Inv (QRSVX). QRSVX is a Small Cap Value mutual fund option, which typically invest in companies with market caps under $2 billion. This fund is a winner, boasting an expense ratio of 0.92%, management fee of 0.66%, and a five-year annualized return track record of 10.27%.
Fidelity Advisor Capital Development O (FDETX): 0.53% expense ratio and 0.52% management fee. FDETX 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 18.32% over the last five years, FDETX is an effectively diversified fund with a long reputation of solidly positive performance.
DFA International Small Cap Value I (DISVX - Free Report) : 0.42% expense ratio and 0.39% management fee. DISVX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. With a five-year annual return of 15.06%, this fund is a well-diversified fund with a long track record of success.
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 way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Using the Zacks Mutual Fund Rank of over 19,000 mutual funds, we've identified three outstanding mutual funds that are ideally suited to help long-term investors pursue and achieve their retirement investing goals.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
If you are looking to diversify your portfolio, consider FPA Queens Road SmCap Value Inv (QRSVX). QRSVX is a Small Cap Value mutual fund option, which typically invest in companies with market caps under $2 billion. This fund is a winner, boasting an expense ratio of 0.92%, management fee of 0.66%, and a five-year annualized return track record of 10.27%.
Fidelity Advisor Capital Development O (FDETX): 0.53% expense ratio and 0.52% management fee. FDETX 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 18.32% over the last five years, FDETX is an effectively diversified fund with a long reputation of solidly positive performance.
DFA International Small Cap Value I (DISVX - Free Report) : 0.42% expense ratio and 0.39% management fee. DISVX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. With a five-year annual return of 15.06%, this fund is a well-diversified fund with a long track record of success.
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.