Should you add these 3 top performing mutual funds to your portfolio? – December 15, 2022 | Jobs Vox


There is no wrong time to invest in mutual funds for retirement. So, if you are still looking for the best mutual fund, Zacks Mutual Fund Rank can be a great guide.

The easiest and most reliable way to assess the quality of a mutual fund over time is by analyzing its performance, diversification and fees. The Zacks Mutual Fund Ranking, which covers more than 19,000 mutual funds, helped us identify three top options that are perfect for any long-term investor’s retirement-focused portfolio.

Let’s take a look at some of our top-rated mutual funds with low fees.

Consider it if you are looking to diversify your portfolio Black Oak Emerging Technology Fund (BOGSX free report). BOGSX — part of the Sector-Tech mutual fund category — gives investors a way to own a stake in the notoriously volatile tech sector. This fund is a winner with an expense ratio of 1%, a management fee of 0.74% and a five-year annualized return record of 12.71%.

Discovery of loyalty development K (FGDKX free report). Expense Ratio: 0.68% Management Fee: 0.6%. FGDKX is a great capital growth option; These mutual funds buy shares in several large US companies that are expected to build and grow faster than other large stocks. This fund has managed to produce a solid 12.84% over the past five years.

Neuberger Berman Small Cap Growth Trust (NBMOX Free Report) 1.25% expense ratio and 1.23% management fee. NBMOX is one of many small cap growth mutual funds. These funds build their portfolios around market capitalizations of less than $2 billion. The fund invests primarily in equities, has a long-term reputation for decent performance and has an annualized return of 11.76 percent over the past five years.

Look here, people, people, people, people, people. If your financial advisor puts your money into any of our top rated funds, they’ve got you covered. If not, you may need to talk.


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