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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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
Victory Munder Multi-Cap A (MNNAX) has a 1.24% expense ratio and 0.75% management fee. MNNAX is part of the Sector - Tech mutual fund category that invests in technology and lets investors own a stake in a notoriously volatile sector, but with a much more diversified approach. With yearly returns of 16.65% over the last five years, this fund clearly wins.
American Funds Fundamental Investors R3 (RFNCX) is a stand out amongst its peers. RFNCX 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. With five-year annualized performance of 15.01%, expense ratio of 0.92% and management fee of 0.24%, this diversified fund is an attractive buy with a strong history of performance.
Lord Abbett Affiliated Fund R3 (LAFRX - Free Report) is an attractive large-cap allocation. LAFRX is a part of the Large Cap Value category, and invests in equities with a market capitalization of $10 billion or more, but whose share prices do not reflect their intrinsic value. LAFRX has an expense ratio of 0.94%, management fee of 0.32%, and annual returns of 12.5% over the past 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?
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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
Victory Munder Multi-Cap A (MNNAX) has a 1.24% expense ratio and 0.75% management fee. MNNAX is part of the Sector - Tech mutual fund category that invests in technology and lets investors own a stake in a notoriously volatile sector, but with a much more diversified approach. With yearly returns of 16.65% over the last five years, this fund clearly wins.
American Funds Fundamental Investors R3 (RFNCX) is a stand out amongst its peers. RFNCX 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. With five-year annualized performance of 15.01%, expense ratio of 0.92% and management fee of 0.24%, this diversified fund is an attractive buy with a strong history of performance.
Lord Abbett Affiliated Fund R3 (LAFRX - Free Report) is an attractive large-cap allocation. LAFRX is a part of the Large Cap Value category, and invests in equities with a market capitalization of $10 billion or more, but whose share prices do not reflect their intrinsic value. LAFRX has an expense ratio of 0.94%, management fee of 0.32%, and annual returns of 12.5% over the past 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.