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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 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 take a look at some of our top-ranked mutual funds with the lowest fees.
PGIM Jennison Value R (JDVRX): 1.17% expense ratio and 0.44% management fee. JDVRX is a part of the Large Cap Value category, and invests in equities with a market capitalization of $10 billion or more, but whose share prices do not reflect their intrinsic value. JDVRX has achieved five-year annual returns of an astounding 12.07%.
Fidelity Advisor Biotechnology Z (FIJYX - Free Report) : 0.57% expense ratio and 0.56% management fee. FIJYX is a Sector - Health mutual fund, which give investors an opportunity to focus on healthcare, one of the largest sectors of the American economy. With yearly returns of 13.04% over the last five years, FIJYX is an effectively diversified fund with a long reputation of solidly positive performance.
Vanguard International Core Stock Admiral (VZICX). Expense ratio: 0.36%. Management fee: 0.35%. Five year annual return: 12.25%. VZICX 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.
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 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 take a look at some of our top-ranked mutual funds with the lowest fees.
PGIM Jennison Value R (JDVRX): 1.17% expense ratio and 0.44% management fee. JDVRX is a part of the Large Cap Value category, and invests in equities with a market capitalization of $10 billion or more, but whose share prices do not reflect their intrinsic value. JDVRX has achieved five-year annual returns of an astounding 12.07%.
Fidelity Advisor Biotechnology Z (FIJYX - Free Report) : 0.57% expense ratio and 0.56% management fee. FIJYX is a Sector - Health mutual fund, which give investors an opportunity to focus on healthcare, one of the largest sectors of the American economy. With yearly returns of 13.04% over the last five years, FIJYX is an effectively diversified fund with a long reputation of solidly positive performance.
Vanguard International Core Stock Admiral (VZICX). Expense ratio: 0.36%. Management fee: 0.35%. Five year annual return: 12.25%. VZICX 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.
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.