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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.
How can you tell a good mutual fund from a bad one? It's pretty basic: if the fund is diversified, has low fees, and shows strong performance, it's a keeper. Of course, there's a wide range, but using the Zacks Mutual Fund Rank, we've found three mutual funds that would be great additions to any long-term investors' portfolios.
Let's break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
PIMCO RAE US Small A (PMJAX) has a 0.9% expense ratio and 0.65% management fee. PMJAX is a Small Cap Value mutual fund option, which typically invest in companies with market caps under $2 billion. With yearly returns of 11.3% over the last five years, this fund clearly wins.
Huber LargeCap Value Investor (HUDIX): 1.1% expense ratio and 0.8% management fee. HUDIX 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 yearly returns of 10.07% over the last five years, HUDIX is an effectively diversified fund with a long reputation of solidly positive performance.
Virtus Emerging Markets Opp R6 (AEMOX - Free Report) : 0.89% expense ratio and 0.85% management fee. AEMOX 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 10.45%, this fund is a well-diversified fund with a long track record of success.
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.
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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.
How can you tell a good mutual fund from a bad one? It's pretty basic: if the fund is diversified, has low fees, and shows strong performance, it's a keeper. Of course, there's a wide range, but using the Zacks Mutual Fund Rank, we've found three mutual funds that would be great additions to any long-term investors' portfolios.
Let's break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
PIMCO RAE US Small A (PMJAX) has a 0.9% expense ratio and 0.65% management fee. PMJAX is a Small Cap Value mutual fund option, which typically invest in companies with market caps under $2 billion. With yearly returns of 11.3% over the last five years, this fund clearly wins.
Huber LargeCap Value Investor (HUDIX): 1.1% expense ratio and 0.8% management fee. HUDIX 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 yearly returns of 10.07% over the last five years, HUDIX is an effectively diversified fund with a long reputation of solidly positive performance.
Virtus Emerging Markets Opp R6 (AEMOX - Free Report) : 0.89% expense ratio and 0.85% management fee. AEMOX 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 10.45%, this fund is a well-diversified fund with a long track record of success.
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.