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Should You Add These 3 Top-Performing Mutual Funds to Your Portfolio? - March 25, 2020
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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!
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 our Zacks Rank, we've found three mutual funds that would be great additions to any long-term retirement investors' portfolios.
Here are the funds that have achieved the #1 (Strong Buy) Zacks Rank and have low fees.
MassMutual Select Equity Opportunities R3 (MFVNX - Free Report) : 1.44% expense ratio and 0.69% management fee. MFVNX 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. MFVNX has achieved five-year annual returns of an astounding 10.07%.
MFS Research R2 (MSRRX - Free Report) is a stand out amongst its peers. MSRRX is a Large Cap Growth mutual fund, and these funds invest in many large U.S. firms that are projected to grow at a faster rate than their large-cap peers. With five-year annualized performance of 11.17%, expense ratio of 1.05% and management fee of 0.43%, this diversified fund is an attractive buy with a strong history of performance.
Principal Small Cap Growth I R5 (PPNPX - Free Report) : 1.25% expense ratio and 1.08% management fee. PPNPX is a Small Cap Growth mutual fund building their portfolio around stocks with market caps under $2 billion and large growth opportunities. With a five-year annual return of 11.78%, this fund is a well-diversified fund with a long track record of success.
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.
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Should You Add These 3 Top-Performing Mutual Funds to Your Portfolio? - March 25, 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!
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 our Zacks Rank, we've found three mutual funds that would be great additions to any long-term retirement investors' portfolios.
Here are the funds that have achieved the #1 (Strong Buy) Zacks Rank and have low fees.
MassMutual Select Equity Opportunities R3 (MFVNX - Free Report) : 1.44% expense ratio and 0.69% management fee. MFVNX 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. MFVNX has achieved five-year annual returns of an astounding 10.07%.
MFS Research R2 (MSRRX - Free Report) is a stand out amongst its peers. MSRRX is a Large Cap Growth mutual fund, and these funds invest in many large U.S. firms that are projected to grow at a faster rate than their large-cap peers. With five-year annualized performance of 11.17%, expense ratio of 1.05% and management fee of 0.43%, this diversified fund is an attractive buy with a strong history of performance.
Principal Small Cap Growth I R5 (PPNPX - Free Report) : 1.25% expense ratio and 1.08% management fee. PPNPX is a Small Cap Growth mutual fund building their portfolio around stocks with market caps under $2 billion and large growth opportunities. With a five-year annual return of 11.78%, this fund is a well-diversified fund with a long track record of success.
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.