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VANGUARD GR & INC FUND (VQNPX) - free report >>
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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 retirement investors' portfolios.
Let's break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
If you are looking to diversify your portfolio, consider Vanguard Growth & Income Investor (VQNPX - Free Report) . VQNPX 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. This fund is a winner, boasting an expense ratio of 0.32%, management fee of 0.31%, and a five-year annualized return track record of 15.1%.
Deutsche Capital Growth A (SDGAX - Free Report) is a stand out amongst its peers. SDGAX 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 15.81%, expense ratio of 0.92% and management fee of 0.46%, this diversified fund is an attractive buy with a strong history of performance.
DFA US Small Cap Institutional (DFSTX - Free Report) . Expense ratio: 0.28%. Management fee: 0.25%. Five year annual return: 10.94%. DFSTX is a Small Cap Blend mutual fund, and usually targets stocks with market caps of less than $2 billion, letting investors diversify their funds among other kinds of small-cap equities.
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.