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.

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How can you tell a good mutual fund from a bad one? It’s pretty basic: if the fund is diversified, has low fees, and shows strong performance, it’s a keeper. Of course, there’s a wide range, but using the Zacks Mutual Fund Rank, we’ve found three mutual funds that would be great additions to any long-term retirement investors’ portfolios.

Let’s take a look at some of our top-ranked mutual funds with the lowest fees.

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(AASSX): 1.28% expense ratio and 0.7% management fee. AASSX is a Small Cap Value mutual fund, investing in small companies with stock market valuation less than $2 billion. AASSX has achieved five-year annual returns of an astounding 11.22%.

(CBDYX): 0.59% expense ratio and 0.57% management fee. CBDYX is classified as an Allocation Balanced fund, which seeks to invest in a balance of asset types, like stocks, bonds, and cash, and including precious metals or commodities is not unusual. With yearly returns of 10.47% over the last five years, CBDYX is an effectively diversified fund with a long reputation of solidly positive performance.

(GRINX). Expense ratio: 1.36%. Management fee: 0.65%. Five year annual return: 15.32%. GRINX 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.

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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