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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.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Victory Diversified Stock A (SRVEX): 1.04% expense ratio and 0.65% management fee. SRVEX 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 annual returns of 14.77% over the last five years, this fund is a winner.
American Funds Growth Fund of America R4 (RGAEX). Expense ratio: 0.64%. Management fee: 0.25%. RGAEX is a part of the Large Cap Growth mutual fund category, which invest in many large U.S. companies that are expected to grow much faster compared to other large-cap stocks. This fund has managed to produce a robust 10.44% over the last five years.
Causeway Emerging Markets Investor (CEMVX - Free Report) . Expense ratio: 1.32%. Management fee: 1%. Five year annual return: 10.45%. CEMVX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too.
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.
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 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.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Victory Diversified Stock A (SRVEX): 1.04% expense ratio and 0.65% management fee. SRVEX 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 annual returns of 14.77% over the last five years, this fund is a winner.
American Funds Growth Fund of America R4 (RGAEX). Expense ratio: 0.64%. Management fee: 0.25%. RGAEX is a part of the Large Cap Growth mutual fund category, which invest in many large U.S. companies that are expected to grow much faster compared to other large-cap stocks. This fund has managed to produce a robust 10.44% over the last five years.
Causeway Emerging Markets Investor (CEMVX - Free Report) . Expense ratio: 1.32%. Management fee: 1%. Five year annual return: 10.45%. CEMVX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too.
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.