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

viernes, 6 de marzo de 2026, 9:02 am ET2 min de lectura

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.

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 investors' portfolios.

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

MFS Blended Research Core Equity A (MUEAX): 0.74% expense ratio and 0.25% management fee. MUEAX 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. With annual returns of 15.39% over the last five years, this fund is a winner.

Sterling Capital Behavioral Small Value I (SPSCX). Expense ratio: 0.84%. Management fee: 0.6%. SPSCX is a Small Cap Value mutual fund, investing in small companies with stock market valuation less than $2 billion. This fund has managed to produce a robust 12.74% over the last five years.

JPMorgan Value Advantage R4 (JVAQX) is an attractive large-cap allocation. JVAQX 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. JVAQX has an expense ratio of 0.76%, management fee of 0.5%, and annual returns of 12.39% over the past five years.

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.

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This article originally published on Zacks Investment Research (zacks.com).

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