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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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
BlackRock Global Small Cap R (MRGSX): 1.21% expense ratio and 0.66% management fee. MRGSX is a Global - Equity mutual fund investing in bigger markets like the U.S., Europe, and Japan; these kinds of funds aren't limited by geography. With annual returns of 13.03% over the last five years, this fund is a winner.
Harbor International Core Retire (HAORX - Free Report) is a stand out amongst its peers. HAORX is a Non US - Equity fund. Many of these funds like to allocate across emerging and developed markets, and will often focus on all cap levels. With five-year annualized performance of 12.09%, expense ratio of 0.77% and management fee of 0.75%, this diversified fund is an attractive buy with a strong history of performance.
AMG Yacktman Global I (YFSIX): 0.93% expense ratio and 0.71% management fee. YFSIX 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. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 12.27% over the last 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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
BlackRock Global Small Cap R (MRGSX): 1.21% expense ratio and 0.66% management fee. MRGSX is a Global - Equity mutual fund investing in bigger markets like the U.S., Europe, and Japan; these kinds of funds aren't limited by geography. With annual returns of 13.03% over the last five years, this fund is a winner.
Harbor International Core Retire (HAORX - Free Report) is a stand out amongst its peers. HAORX is a Non US - Equity fund. Many of these funds like to allocate across emerging and developed markets, and will often focus on all cap levels. With five-year annualized performance of 12.09%, expense ratio of 0.77% and management fee of 0.75%, this diversified fund is an attractive buy with a strong history of performance.
AMG Yacktman Global I (YFSIX): 0.93% expense ratio and 0.71% management fee. YFSIX 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. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 12.27% over the last 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.