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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 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 break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
If you are looking to diversify your portfolio, consider American Century Global Gold Institutional (AGGNX - Free Report) . Sector - Precious Metal funds like AGGNX normally invest in stocks focused on the mining and production of precious metals such as gold, silver, platinum, and palladium. This fund is a winner, boasting an expense ratio of 0.46%, management fee of 0.45%, and a five-year annualized return track record of 24.32%.
Nuveen Quant SmallCap Equity I (TSCHX) is a stand out amongst its peers. TSCHX 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 five-year annualized performance of 11.12%, expense ratio of 0.44% and management fee of 0.4%, this diversified fund is an attractive buy with a strong history of performance.
Federated MDT Allocation Cap Core I (QIACX): 0.74% expense ratio and 0.7% management fee. QIACX 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 a five-year annual return of 17.26%, 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?
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 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 break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
If you are looking to diversify your portfolio, consider American Century Global Gold Institutional (AGGNX - Free Report) . Sector - Precious Metal funds like AGGNX normally invest in stocks focused on the mining and production of precious metals such as gold, silver, platinum, and palladium. This fund is a winner, boasting an expense ratio of 0.46%, management fee of 0.45%, and a five-year annualized return track record of 24.32%.
Nuveen Quant SmallCap Equity I (TSCHX) is a stand out amongst its peers. TSCHX 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 five-year annualized performance of 11.12%, expense ratio of 0.44% and management fee of 0.4%, this diversified fund is an attractive buy with a strong history of performance.
Federated MDT Allocation Cap Core I (QIACX): 0.74% expense ratio and 0.7% management fee. QIACX 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 a five-year annual return of 17.26%, 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.