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PIMCO StocksPLUS C (PSPCX) - free report >>
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PIMCO StocksPLUS C (PSPCX) - free report >>
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Should You Add These 3 Top-Performing Mutual Funds to Your Portfolio? - January 22, 2020
The funds in our "Magnificent Retirement Mutual Funds" list are among the best managed and best performing mutual funds available. If you are just finding out about our Top-Ranked Funds list, we welcome you!
Great performance, diversification, and low fees: it's a pretty simple formula for a great mutual fund. Some are better than others, but utilizing our Zacks Rank, we have identified three mutual funds that would make great additions to long-term investors' portfolios.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
JPMorgan Mid Cap Growth Fund R2 (JMGZX - Free Report) has a 1.48% expense ratio and 0.65% management fee. JMGZX is a Mid Cap Growth mutual fund. These funds aim to target companies with a market capitalization between $2 billion and $10 billion that are also expected to exhibit more extensive growth opportunities for investors than their peers. With yearly returns of 11.47% over the last five years, this fund clearly wins.
T. Rowe Price Global Stock Adviser (PAGSX - Free Report) . Expense ratio: 1.09%. Management fee: 0.64%. PAGSX is a Global - Equity mutual fund. These funds invest in large markets like the U.S., Europe, and Japan, and operate with very few geographical limitations. This fund has managed to produce a robust 13.88% over the last five years.
PIMCO StocksPLUS C (PSPCX - Free Report) . Expense ratio: 1.4%. Management fee: 0.65%. Five year annual return: 10.57%. PSPCX is classified as an Allocation Balanced fund, which seeks to invest in a balance of asset types, like stocks, bonds, and cash, and including precious metals or commodities is not unusual.
There you have it. If your financial advisor had you put your money into any of our "Magnificent Retirement Mutual Funds," then they've got you covered. If not, you may need to talk.
Do You Know the Top 9 Retirement Investing Mistakes?
Investing in underperforming mutual funds is just one of the key errors that can derail your retirement plans.
To learn more, read our just-released report: 9 Retirement Mistakes You Need to Avoid.