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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 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.
Touchstone Growth Opportunities A (TGVFX): 1.07% expense ratio and 0.6% management fee. TGVFX is a Large Cap Growth mutual fund, and these funds invest in many large U.S. firms that are projected to grow at a faster rate than their large-cap peers. With annual returns of 12.47% over the last five years, this fund is a winner.
Nuveen LargeCap Value I (TRLHX): 0.42% expense ratio and 0.39% management fee. TRLHX is a Large Cap Value mutual fund, which invests in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. With yearly returns of 11.24% over the last five years, TRLHX is an effectively diversified fund with a long reputation of solidly positive performance.
AB All Market Real Return Z (AMTZX - Free Report) is an attractive large-cap allocation. AMTZX is classified as an Allocation Balanced fund, which seeks to invest in a balance of asset types, like stocks, bonds, and cash, and including precious metals or commodities is not unusual. AMTZX has an expense ratio of 0.86%, management fee of 0.75%, and annual returns of 10.75% over the past five years.
These examples highlight the fact that there are some astonishingly good mutual funds out there. If your advisor has you in the good ones, bravo! If not, you may need to have a 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 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.
Touchstone Growth Opportunities A (TGVFX): 1.07% expense ratio and 0.6% management fee. TGVFX is a Large Cap Growth mutual fund, and these funds invest in many large U.S. firms that are projected to grow at a faster rate than their large-cap peers. With annual returns of 12.47% over the last five years, this fund is a winner.
Nuveen LargeCap Value I (TRLHX): 0.42% expense ratio and 0.39% management fee. TRLHX is a Large Cap Value mutual fund, which invests in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. With yearly returns of 11.24% over the last five years, TRLHX is an effectively diversified fund with a long reputation of solidly positive performance.
AB All Market Real Return Z (AMTZX - Free Report) is an attractive large-cap allocation. AMTZX is classified as an Allocation Balanced fund, which seeks to invest in a balance of asset types, like stocks, bonds, and cash, and including precious metals or commodities is not unusual. AMTZX has an expense ratio of 0.86%, management fee of 0.75%, and annual returns of 10.75% over the past five years.
These examples highlight the fact that there are some astonishingly good mutual funds out there. If your advisor has you in the good ones, bravo! If not, you may need to have a talk.