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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 learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.

Neuberger Berman Guardian Trust (NBGTX): 1.01% expense ratio and 0.88% management fee. NBGTX 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. With annual returns of 13.85% over the last five years, this fund is a winner.

Wells Fargo Large Cap Growth R (STMFX): 1.42% expense ratio and 0.68% management fee. STMFX 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. STMFX, with annual returns of 10.34% over the last five years, is a well-diversified fund with a long track record of success.

Victory Sycamore Established Value I (VEVIX): 0.58% expense ratio and 0.45% management fee. VEVIX is a Mid Cap Value mutual funds that aims to target medium-sized companies that possess strong value and income opportunities for investors. With a five-year annual return of 11.14%, this fund is a well-diversified fund with a long track record of success.

These examples highlight the fact that there are some astonishingly good mutual funds out there. If your advisor has you in the good ones, bravo! If not, you may need to have a talk.


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