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Should You Add These 3 Top-Performing Mutual Funds to Your Portfolio?
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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 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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
Fidelity Select Insurance (FSPCX - Free Report) : 0.81% expense ratio and 0.53% management fee. FSPCX is a Sector - Finance mutual fund option, which provide investors with a diversified and stabilized investment approach focused on the financial space, which is a notoriously large, complex, and heavily-regulated industry. FSPCX has achieved five-year annual returns of an astounding 12.01%.
JPMorgan Intrepid Growth Fund C (JCICX - Free Report) : 1.34% expense ratio and 0.3% management fee. JCICX is a Large Cap Growth mutual fund, and these funds invest in many large U.S. firms that are projected to grow at a faster rate than their large-cap peers. With yearly returns of 11.97% over the last five years, JCICX is an effectively diversified fund with a long reputation of solidly positive performance.
American Funds Investor Company of America R5 (RICFX - Free Report) . Expense ratio: 0.32%. Management fee: 0.23%. Five year annual return: 10.03%. RICFX 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.
There you have it. If your financial advisor had you put your money into any of our top-ranked funds, then they've got you covered. If not, you may need to talk.
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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 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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
Fidelity Select Insurance (FSPCX - Free Report) : 0.81% expense ratio and 0.53% management fee. FSPCX is a Sector - Finance mutual fund option, which provide investors with a diversified and stabilized investment approach focused on the financial space, which is a notoriously large, complex, and heavily-regulated industry. FSPCX has achieved five-year annual returns of an astounding 12.01%.
JPMorgan Intrepid Growth Fund C (JCICX - Free Report) : 1.34% expense ratio and 0.3% management fee. JCICX is a Large Cap Growth mutual fund, and these funds invest in many large U.S. firms that are projected to grow at a faster rate than their large-cap peers. With yearly returns of 11.97% over the last five years, JCICX is an effectively diversified fund with a long reputation of solidly positive performance.
American Funds Investor Company of America R5 (RICFX - Free Report) . Expense ratio: 0.32%. Management fee: 0.23%. Five year annual return: 10.03%. RICFX 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.
There you have it. If your financial advisor had you put your money into any of our top-ranked funds, then they've got you covered. If not, you may need to talk.