Should You Add These 3 Top-Performing Mutual Funds to Your Portfolio?

29.11.24 14:00 Uhr

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 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.Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.American Funds Growth and Income Portfolio C (GAITX): 1.08% expense ratio and 0% management fee. GAITX 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. GAITX has achieved five-year annual returns of an astounding 9.34%.JPMorgan Intrepid Value Fund C (JIVCX) is a stand out amongst its peers. JIVCX is a Large Cap Value fund. These funds invest in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. With five-year annualized performance of 10.94%, expense ratio of 1.23% and management fee of 0.3%, this diversified fund is an attractive buy with a strong history of performance.PGIM Jennison Small Company Z (PSCZX). Expense ratio: 0.81%. Management fee: 0.67%. Five year annual return: 12.74%. PSCZX is a Small Cap Blend mutual fund that usually targets companies with a market capitalization of less than $2 billion.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.Free Today: Profiting from The Future’s Brightest Energy SourceThe demand for electricity is growing exponentially. At the same time, we’re working to reduce our dependence on fossil fuels like oil and natural gas. Nuclear energy is an ideal replacement.Leaders from the US and 21 other countries recently committed to TRIPLING the world’s nuclear energy capacities. This aggressive transition could mean tremendous profits for nuclear-related stocks – and investors who get in on the action early enough.Our urgent report, Atomic Opportunity: Nuclear Energy's Comeback, explores the key players and technologies driving this opportunity, including 3 standout stocks poised to benefit the most.Download Atomic Opportunity: Nuclear Energy's Comeback free today.Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Get Your Free (GAITX): Fund Analysis Report Get Your Free (JIVCX): Fund Analysis Report Get Your Free (PSCZX): Fund Analysis ReportTo read this article on Zacks.com click here.Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks

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