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BNY Mellon Nat Resources I (DLDRX) - free report >>
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BNY Mellon Nat Resources I (DLDRX) - 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 best way to shortlist great mutual funds is to ensure solid performance, diversification, and low fees. Some are better than others, but utilizing the Zacks Mutual Fund Rank, we have identified three mutual funds that could be solid additions to one's retirement portfolio.
Let's break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
If you are looking to diversify your portfolio, consider BNY Mellon Natural Resources I (DLDRX - Free Report) . DLDRX is a Sector - Energy mutual fund, which encompasses a wide range of vastly changing and vitally important industries throughout this massive global sector. This fund is a winner, boasting an expense ratio of 0.89%, management fee of 0.75%, and a five-year annualized return track record of 14%.
MFS Mass Investors Growth Stock A (MIGFX - Free Report) : 0.71% expense ratio and 0.33% management fee. MIGFX 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 yearly returns of 11.27% over the last five years, MIGFX is an effectively diversified fund with a long reputation of solidly positive performance.
State Street Institutional US Equity Investor (SUSIX - Free Report) : 0.4% expense ratio and 0.37% management fee. SUSIX 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. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 10.62% over the last five years.
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.