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VANGUARD WINDSOR II FD INV (VWNFX) - free report >>
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VANGUARD WINDSOR II FD INV (VWNFX) - free report >>
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Should You Add These 3 Top-Performing Mutual Funds to Your Portfolio?
There is never a wrong time to invest in mutual funds for retirement. So, if you're still looking for the best mutual funds, the Zacks Mutual Fund Rank can be a great guide.
The easiest way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Using the Zacks Mutual Fund Rank of over 19,000 mutual funds, we've identified three outstanding mutual funds that are ideally suited to help long-term investors pursue and achieve their retirement investing goals.
Let's break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
Fidelity Convertible Securities (FCVSX - Free Report) has a 0.72% expense ratio and 0.55% management fee. FCVSX is a Convertible Bonds fund, which are unique investment opportunities because they have both fixed income and equity components, making them hybrid securities. With yearly returns of 11.78% over the last five years, this fund clearly wins.
JPMorgan US Equity Fund A (JUEAX - Free Report) is a stand out amongst its peers. JUEAX is classified as a Large Cap Blend fund. More often than not, Large Cap Blend mutual funds invest in companies with a market cap of over $10 billion. Buying stakes in bigger companies offer these funds more stability, and are well-suited for investors with a "buy and hold" mindset. With five-year annualized performance of 11.85%, expense ratio of 0.94% and management fee of 0.4%, this diversified fund is an attractive buy with a strong history of performance.
Vanguard Windsor-II Investor (VWNFX - Free Report) is an attractive large-cap allocation. VWNFX 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. VWNFX has an expense ratio of 0.34%, management fee of 0.33%, and annual returns of 10.25% over the past five years.
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.