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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.
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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
T. Rowe Price Science & Technology Fund (PRSCX) has a 0.81% expense ratio and 0.63% management fee. With a much more diversified approach, PRSCX--part of the Sector - Tech mutual fund category--gives investors a way to own a stake in the notoriously risky tech sector. With yearly returns of 12.9% over the last five years, this fund clearly wins.
FullerThaler Behav SmCap Grow R6 (FTXFX - Free Report) is a stand out amongst its peers. FTXFX is a Small Cap Growth mutual fund and tends to feature small companies in up-and-coming industries and markets. With five-year annualized performance of 11.89%, expense ratio of 0.9% and management fee of 0.85%, this diversified fund is an attractive buy with a strong history of performance.
Neuberger Large Cap Val R6 (NRLCX): 0.5% expense ratio and 0.47% management fee. NRLCX 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. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 11% over the last five years.
There you have it. If your financial advisor had you put your money into any of our top-ranked funds, then they've got you covered. If not, you may need to 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.
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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
T. Rowe Price Science & Technology Fund (PRSCX) has a 0.81% expense ratio and 0.63% management fee. With a much more diversified approach, PRSCX--part of the Sector - Tech mutual fund category--gives investors a way to own a stake in the notoriously risky tech sector. With yearly returns of 12.9% over the last five years, this fund clearly wins.
FullerThaler Behav SmCap Grow R6 (FTXFX - Free Report) is a stand out amongst its peers. FTXFX is a Small Cap Growth mutual fund and tends to feature small companies in up-and-coming industries and markets. With five-year annualized performance of 11.89%, expense ratio of 0.9% and management fee of 0.85%, this diversified fund is an attractive buy with a strong history of performance.
Neuberger Large Cap Val R6 (NRLCX): 0.5% expense ratio and 0.47% management fee. NRLCX 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. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 11% over the last five years.
There you have it. If your financial advisor had you put your money into any of our top-ranked funds, then they've got you covered. If not, you may need to talk.