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Should You Add These 3 Top-Performing Mutual Funds to Your Portfolio?
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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, 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 take a look at some of our top-ranked mutual funds with the lowest fees.
JPMorgan Tax Aware Equity Institutional : 0.55% expense ratio and 0.35% management fee. JPDEX 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. JPDEX has achieved five-year annual returns of an astounding 12.72%.
Victory Sycamore Established Value Y (VEVYX - Free Report) : 0.64% expense ratio and 0.45% management fee. VEVYX is a Mid Cap Value mutual funds that aims to target medium-sized companies that possess strong value and income opportunities for investors. VEVYX, with annual returns of 10.54% over the last five years, is a well-diversified fund with a long track record of success.
Rydex Nova Investor (RYNVX - Free Report) : 1.29% expense ratio and 0.75% management fee. RYNVX 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. With a five-year annual return of 13.59%, this fund is a well-diversified fund with a long track record of success.
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.
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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, 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 take a look at some of our top-ranked mutual funds with the lowest fees.
JPMorgan Tax Aware Equity Institutional : 0.55% expense ratio and 0.35% management fee. JPDEX 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. JPDEX has achieved five-year annual returns of an astounding 12.72%.
Victory Sycamore Established Value Y (VEVYX - Free Report) : 0.64% expense ratio and 0.45% management fee. VEVYX is a Mid Cap Value mutual funds that aims to target medium-sized companies that possess strong value and income opportunities for investors. VEVYX, with annual returns of 10.54% over the last five years, is a well-diversified fund with a long track record of success.
Rydex Nova Investor (RYNVX - Free Report) : 1.29% expense ratio and 0.75% management fee. RYNVX 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. With a five-year annual return of 13.59%, this fund is a well-diversified fund with a long track record of success.
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.