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Should You Add These 3 Top-Performing Mutual Funds to Your Portfolio?
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Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds.
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 take a look at some of our top-ranked mutual funds with the lowest fees.
If you are looking to diversify your portfolio, consider
Janus Henderson Research A
(JRAAX - Free Report) . JRAAX 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. This fund is a winner, boasting an expense ratio of 0.86%, management fee of 0.53%, and a five-year annualized return track record of 16.37%.
Fidelity Advisor Capital Development M
(FDTZX - Free Report) . Expense ratio: 1.21%. Management fee: 0.67%. FDTZX 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. This fund has managed to produce a robust 15.48% over the last five years.
TCW Relative Value Large Cap I
(TGDIX - Free Report) . Expense ratio: 0.7%. Management fee: 0.6%. Five year annual return: 14.14%. TGDIX 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.
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?
Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds.
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 take a look at some of our top-ranked mutual funds with the lowest fees.
If you are looking to diversify your portfolio, consider
Janus Henderson Research A
(JRAAX - Free Report) . JRAAX 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. This fund is a winner, boasting an expense ratio of 0.86%, management fee of 0.53%, and a five-year annualized return track record of 16.37%.Fidelity Advisor Capital Development M
(FDTZX - Free Report) . Expense ratio: 1.21%. Management fee: 0.67%. FDTZX 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. This fund has managed to produce a robust 15.48% over the last five years.TCW Relative Value Large Cap I
(TGDIX - Free Report) . Expense ratio: 0.7%. Management fee: 0.6%. Five year annual return: 14.14%. TGDIX 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.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.