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Should You Add These 3 Top-Performing Mutual Funds to Your Portfolio?
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Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds.
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.
If you are looking to diversify your portfolio, consider GMO U.S. Equity Allocation Fund ClIII (GMUEX - Free Report) . GMUEX 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. This fund is a winner, boasting an expense ratio of 0.49%, management fee of 0.46%, and a five-year annualized return track record of 14.36%.
LSV Global Managed Volatility Instl (LSVFX). Expense ratio: 0.75%. Management fee: 0.6%. LSVFX is a Global - Equity mutual fund, which invests their assets in large markets, leveraging the global economy. This fund has managed to produce a robust 12.12% over the last five years.
WCM Focused Intl Equity Investor (WLIVX) is an attractive large-cap allocation. WLIVX is a part of the Non US - Equity fund category, many of which will focus across all cap levels, and will typically allocate their investments between emerging and developed markets. WLIVX has an expense ratio of 1.1%, management fee of 0.82%, and annual returns of 9.97% 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.
View the Zacks #1 Rank List
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Should You Add These 3 Top-Performing Mutual Funds to Your Portfolio?
Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds.
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.
If you are looking to diversify your portfolio, consider GMO U.S. Equity Allocation Fund ClIII (GMUEX - Free Report) . GMUEX 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. This fund is a winner, boasting an expense ratio of 0.49%, management fee of 0.46%, and a five-year annualized return track record of 14.36%.
LSV Global Managed Volatility Instl (LSVFX). Expense ratio: 0.75%. Management fee: 0.6%. LSVFX is a Global - Equity mutual fund, which invests their assets in large markets, leveraging the global economy. This fund has managed to produce a robust 12.12% over the last five years.
WCM Focused Intl Equity Investor (WLIVX) is an attractive large-cap allocation. WLIVX is a part of the Non US - Equity fund category, many of which will focus across all cap levels, and will typically allocate their investments between emerging and developed markets. WLIVX has an expense ratio of 1.1%, management fee of 0.82%, and annual returns of 9.97% 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.