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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 way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Using the Zacks Mutual Fund Rank of over 19,000 mutual funds, we've identified three outstanding mutual funds that are ideally suited to help long-term investors pursue and achieve their retirement investing goals.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
Columbia Seligman Technology & Information A (SLMCX): 1.14% expense ratio and 0.81% management fee. SLMCX is part of the Sector - Tech mutual fund category that invests in technology and lets investors own a stake in a notoriously volatile sector, but with a much more diversified approach. With annual returns of 23.84% over the last five years, this fund is a winner.
Vanguard Market Neutral I (VMNIX) is a stand out amongst its peers. VMNIX is a Market Neutral - Equity mutual fund. Their portfolios typically hold 50% of their securities in a long position, and 50% in a short position. With five-year annualized performance of 13.18%, expense ratio of 0.14% and management fee of 0.1%, this diversified fund is an attractive buy with a strong history of performance.
O'Shaughnessey MarketLeadersValue I (OFVIX - Free Report) : 0.52% expense ratio and 0.41% management fee. OFVIX is a Large Cap Value fund. These funds invest in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. With a five-year annual return of 13.46%, this fund is a well-diversified fund with a long track record of success.
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.
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 way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Using the Zacks Mutual Fund Rank of over 19,000 mutual funds, we've identified three outstanding mutual funds that are ideally suited to help long-term investors pursue and achieve their retirement investing goals.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
Columbia Seligman Technology & Information A (SLMCX): 1.14% expense ratio and 0.81% management fee. SLMCX is part of the Sector - Tech mutual fund category that invests in technology and lets investors own a stake in a notoriously volatile sector, but with a much more diversified approach. With annual returns of 23.84% over the last five years, this fund is a winner.
Vanguard Market Neutral I (VMNIX) is a stand out amongst its peers. VMNIX is a Market Neutral - Equity mutual fund. Their portfolios typically hold 50% of their securities in a long position, and 50% in a short position. With five-year annualized performance of 13.18%, expense ratio of 0.14% and management fee of 0.1%, this diversified fund is an attractive buy with a strong history of performance.
O'Shaughnessey MarketLeadersValue I (OFVIX - Free Report) : 0.52% expense ratio and 0.41% management fee. OFVIX is a Large Cap Value fund. These funds invest in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. With a five-year annual return of 13.46%, this fund is a well-diversified fund with a long track record of success.
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.