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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, 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.
Putnam Convertible Securities Y (PCGYX - Free Report) : 0.8% expense ratio and 0.62% management fee. PCGYX is a Convertible Bonds fund, which are unique investment opportunities because they have both fixed income and equity components, making them hybrid securities. With annual returns of 8.94% over the last five years, this fund is a winner.
John Hancock Disciplined Value R6 (JDVWX - Free Report) . Expense ratio: 0.65%. Management fee: 0.61%. JDVWX is a part of the Large Cap Value category, and invests in equities with a market capitalization of $10 billion or more, but whose share prices do not reflect their intrinsic value. This fund has managed to produce a robust 11.18% over the last five years.
JPMorgan Disciplined Equity A (JDEAX - Free Report) is an attractive large-cap allocation. JDEAX 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. JDEAX has an expense ratio of 0.6%, management fee of 0.25%, and annual returns of 15.63% 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.
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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.
Putnam Convertible Securities Y (PCGYX - Free Report) : 0.8% expense ratio and 0.62% management fee. PCGYX is a Convertible Bonds fund, which are unique investment opportunities because they have both fixed income and equity components, making them hybrid securities. With annual returns of 8.94% over the last five years, this fund is a winner.
John Hancock Disciplined Value R6 (JDVWX - Free Report) . Expense ratio: 0.65%. Management fee: 0.61%. JDVWX is a part of the Large Cap Value category, and invests in equities with a market capitalization of $10 billion or more, but whose share prices do not reflect their intrinsic value. This fund has managed to produce a robust 11.18% over the last five years.
JPMorgan Disciplined Equity A (JDEAX - Free Report) is an attractive large-cap allocation. JDEAX 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. JDEAX has an expense ratio of 0.6%, management fee of 0.25%, and annual returns of 15.63% 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.