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Hartford Stock HLS IB (HIBSX) - free report >>
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Hartford Stock HLS IB (HIBSX) - free report >>
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Should You Add These 3 Top-Performing Mutual Funds to Your Portfolio?
It is never too late to invest in mutual funds for retirement. As such, if you plan to invest in some of the best funds, the Zacks Mutual Fund Rank can provide you with valuable guidance.
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.
Hartford Stock HLS IB (HIBSX - Free Report) : 0.76% expense ratio and 0.48% management fee. HIBSX 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. HIBSX has achieved five-year annual returns of an astounding 10.5%.
Neuberger Berman Guardian Adviser (NBGUX - Free Report) : 1.17% expense ratio and 0.88% management fee. NBGUX is a Large Cap Value mutual fund, which invests in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. With yearly returns of 10.31% over the last five years, NBGUX is an effectively diversified fund with a long reputation of solidly positive performance.
JPMorgan Large Cap Growth A (OLGAX - Free Report) . Expense ratio: 0.94%. Management fee: 0.45%. Five year annual return: 12.93%. OLGAX 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.
We hope that your investment advisor (if you use one) has you invested in one or all of the top-ranked mutual funds we've reviewed. But if that isn't the case, it might be time to have a conversation or reconsider this vitally important relationship.