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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.
Let's break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
PGIM QuantSolutions SmCap Value R6 (TSVQX): 0.69% expense ratio and 0.6% management fee. TSVQX is a Small Cap Value fund, and these funds are known for investing in companies with market caps under $2 billion. TSVQX has achieved five-year annual returns of an astounding 10.92%.
Invesco Technology Fund A (ITYAX - Free Report) . Expense ratio: 1%. Management fee: 0.6%. With a much more diversified approach, ITYAX--part of the Sector - Tech mutual fund category--gives investors a way to own a stake in the notoriously risky tech sector. This fund has managed to produce a robust 12.13% over the last five years.
LSV Emerging Markets Equity Inv (LVAZX): 1.19% expense ratio and 1% management fee. LVAZX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. With a five-year annual return of 15.06%, this fund is a well-diversified fund with a long track record of success.
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.
View the Zacks #1 Rank List
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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.
Let's break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
PGIM QuantSolutions SmCap Value R6 (TSVQX): 0.69% expense ratio and 0.6% management fee. TSVQX is a Small Cap Value fund, and these funds are known for investing in companies with market caps under $2 billion. TSVQX has achieved five-year annual returns of an astounding 10.92%.
Invesco Technology Fund A (ITYAX - Free Report) . Expense ratio: 1%. Management fee: 0.6%. With a much more diversified approach, ITYAX--part of the Sector - Tech mutual fund category--gives investors a way to own a stake in the notoriously risky tech sector. This fund has managed to produce a robust 12.13% over the last five years.
LSV Emerging Markets Equity Inv (LVAZX): 1.19% expense ratio and 1% management fee. LVAZX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. With a five-year annual return of 15.06%, this fund is a well-diversified fund with a long track record of success.
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.