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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 take a look at some of our top-ranked mutual funds with the lowest fees.
If you are looking to diversify your portfolio, consider JPMorgan Europe Dynamic L (JFEIX). JFEIX is a Europe - Equity mutual fund investing in stocks across the vast European continent. This fund is a winner, boasting an expense ratio of 0.84%, management fee of 0.6%, and a five-year annualized return track record of 10.66%.
Virtus Silvant Focused Growth R6 (AFGFX - Free Report) : 0.62% expense ratio and 0.45% management fee. AFGFX is a Large Cap Growth option; these mutual funds purchase stakes in numerous large U.S. companies that are expected to develop and grow at a faster rate than other large-cap stocks. With yearly returns of 13.19% over the last five years, AFGFX is an effectively diversified fund with a long reputation of solidly positive performance.
FPA Queens Road SmCap Value Ins (QRSIX) is an attractive large-cap allocation. QRSIX is a Small Cap Value mutual fund option, which typically invest in companies with market caps under $2 billion. QRSIX has an expense ratio of 0.76%, management fee of 0.66%, and annual returns of 12.44% 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?
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 take a look at some of our top-ranked mutual funds with the lowest fees.
If you are looking to diversify your portfolio, consider JPMorgan Europe Dynamic L (JFEIX). JFEIX is a Europe - Equity mutual fund investing in stocks across the vast European continent. This fund is a winner, boasting an expense ratio of 0.84%, management fee of 0.6%, and a five-year annualized return track record of 10.66%.
Virtus Silvant Focused Growth R6 (AFGFX - Free Report) : 0.62% expense ratio and 0.45% management fee. AFGFX is a Large Cap Growth option; these mutual funds purchase stakes in numerous large U.S. companies that are expected to develop and grow at a faster rate than other large-cap stocks. With yearly returns of 13.19% over the last five years, AFGFX is an effectively diversified fund with a long reputation of solidly positive performance.
FPA Queens Road SmCap Value Ins (QRSIX) is an attractive large-cap allocation. QRSIX is a Small Cap Value mutual fund option, which typically invest in companies with market caps under $2 billion. QRSIX has an expense ratio of 0.76%, management fee of 0.66%, and annual returns of 12.44% 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.