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Franklin Small-Mid Cap Growth Adv (FSGAX) - free report >>
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Franklin Small-Mid Cap Growth Adv (FSGAX) - free report >>
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Should You Add These 3 Top-Performing Mutual Funds to Your Portfolio? - July 21, 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.
Let's take a look at some of the highest Zacks Ranked mutual funds with the lowest fees.
Matthews China Small Companies Investor (MCSMX - Free Report) : 1.42% expense ratio and 1% management fee. MCSMX is a Pacific Rim - Equity mutual fund; these funds typically invest in companies throughout the dominant export-focused markets of Hong Kong, Singapore, Taiwan, and Korea. With annual returns of 18.73% over the last five years, this fund is a winner.
MSIF Advantage Portfolio I (MPAIX - Free Report) : 0.84% expense ratio and 0.65% management fee. MPAIX is a Large Cap Growth option; these mutual funds purchase stakes in numerous large U.S. companies that are expected to develop and grow at a faster rate than other large-cap stocks. MPAIX, with annual returns of 20.09% over the last five years, is a well-diversified fund with a long track record of success.
Franklin Small-Mid Cap Growth Adviser (FSGAX - Free Report) : 0.62% expense ratio and 0.46% management fee. FSGAX is a Small Cap Growth mutual fund and tends to feature small companies in up-and-coming industries and markets. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 11.56% over the last five years.
So, there you have it - if your advisor has you invested in any of our "Magnificent Retirement Mutual Funds," they are certainly earning their keep. If not, you may want to look elsewhere.
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.