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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.
How can you tell a good mutual fund from a bad one? It's pretty basic: if the fund is diversified, has low fees, and shows strong performance, it's a keeper. Of course, there's a wide range, but using the Zacks Mutual Fund Rank, we've found three mutual funds that would be great additions to any long-term investors' portfolios.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
Vanguard Energy Admiral (VGELX) has a 0.37% expense ratio and 0.35% management fee. VGELX is a Sector - Energy fund, which are comprised of various changing and hugely important industries throughout the massive global energy sector. With yearly returns of 20.67% over the last five years, this fund clearly wins.
Davis Financial Y (DVFYX - Free Report) : 0.69% expense ratio and 0.55% management fee. DVFYX is a Sector - Finance mutual fund option, which provide investors with a diversified and stabilized investment approach focused on the financial space, which is a notoriously large, complex, and heavily-regulated industry. With yearly returns of 12.29% over the last five years, DVFYX is an effectively diversified fund with a long reputation of solidly positive performance.
Goldman Sachs US Tax Mgd Eq R6 (GCTRX). Expense ratio: 0.68%. Management fee: 0.63%. Five year annual return: 11.44%. GCTRX 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.
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.
How can you tell a good mutual fund from a bad one? It's pretty basic: if the fund is diversified, has low fees, and shows strong performance, it's a keeper. Of course, there's a wide range, but using the Zacks Mutual Fund Rank, we've found three mutual funds that would be great additions to any long-term investors' portfolios.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
Vanguard Energy Admiral (VGELX) has a 0.37% expense ratio and 0.35% management fee. VGELX is a Sector - Energy fund, which are comprised of various changing and hugely important industries throughout the massive global energy sector. With yearly returns of 20.67% over the last five years, this fund clearly wins.
Davis Financial Y (DVFYX - Free Report) : 0.69% expense ratio and 0.55% management fee. DVFYX is a Sector - Finance mutual fund option, which provide investors with a diversified and stabilized investment approach focused on the financial space, which is a notoriously large, complex, and heavily-regulated industry. With yearly returns of 12.29% over the last five years, DVFYX is an effectively diversified fund with a long reputation of solidly positive performance.
Goldman Sachs US Tax Mgd Eq R6 (GCTRX). Expense ratio: 0.68%. Management fee: 0.63%. Five year annual return: 11.44%. GCTRX 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.
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.