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Putnam Large Cap Value R6 (PEQSX) - free report >>
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Putnam Large Cap Value R6 (PEQSX) - 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.
The easiest, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. The Zacks Mutual Fund Rank, which covers over 19,000 mutual funds, has helped us identify three outstanding options that are perfect for any long-term investors' portfolios that is retirement-focused.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
If you are looking to diversify your portfolio, consider Putnam Equity Income R6 (PEQSX - Free Report) . PEQSX 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. This fund is a winner, boasting an expense ratio of 0.55%, management fee of 0.47%, and a five-year annualized return track record of 10.38%.
Wells Fargo Special Technology Admiral (WFTDX - Free Report) . Expense ratio: 1.2%. Management fee: 0.85%. WFTDX is part of the Sector - Tech mutual fund category that invests in technology and lets investors own a stake in a notoriously volatile sector, but with a much more diversified approach. This fund has managed to produce a robust 10.35% over the last five years.
Great-WestMultiMgrLgCapGrowIns (MXGSX - Free Report) is an attractive large-cap allocation. MXGSX is a part of the Large Cap Growth mutual fund category, which invest in many large U.S. companies that are expected to grow much faster compared to other large-cap stocks. MXGSX has an expense ratio of 0.65%, management fee of 0.64%, and annual returns of 13.98% over the past five years.
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.