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2 days ago
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Secure Steady Income With These 3 Top Municipal Bond Funds
The debt securities category will always be the first choice for risk-averse investors because this class of instruments provides a regular income at low levels of risk. Income from regular dividends helps to ease the pain caused by plunging stock prices. When considering the safety of capital invested, municipal bond mutual funds are second only to those investing in government securities. In addition, interest income earned from these securities is exempt from federal taxes and, in many cases, from state taxes. Below, we share with you three top-ranked municipal bond funds, viz., Vanguard Ltd-Term Tax Exempted VMLTX, American Funds Tax-Aware Conservative Growth and Income Portfolio TAIAX and American High-Income Municipal Bond AMHIX. Each has a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform its peers in the future. Investors can click here to see the complete list of municipal bond funds. Vanguard Ltd-Term Tax Exempted invests most of its net assets in municipal bonds with top three credit-rating categories by nationally recognized rating agencies, or determined to be of comparable quality by the fund's advisors. It also invests a small portion of its net assets in securities with lower credit ratings. VMLTX advisors try to maintain a dollar-weighted average maturity of 2 to 6 years on individual securities. Vanguard Ltd-Term Tax Exempted has three-year annualized returns of 2.9%. As of January 2025, VMLTX had 84.6% of its assets invested in Total Misc. Bonds. American Funds Tax-Aware Conservative Growth and Income Portfolio invests in a variety of U.S. funds in different combinations and weightings. The funds that it invests in generate income from their investments and may include growth-and-income, equity-income, balanced and fixed-income funds. American Funds Tax-Aware Conservative Growth and Income Portfolio has three-year annualized returns of 6.8%.Andrew B. Suzman has been one of the fund managers of TAIAX since May 2012. American High-Income Municipal Bond invests in securities that are exempt from regular federal income tax and may subject investors to alternative minimum tax. American High-Income Municipal Bond has three-year annualized returns of 3.3%. AMHIX has an expense ratio of 0.67%. To view the Zacks Rank and the past performance of all municipal bondfunds, investors can click here to see the complete list of municipal bond funds. Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >> View All Zacks #1 Ranked Mutual Funds 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 (AMHIX): Fund Analysis Report Get Your Free (TAIAX): Fund Analysis Report Get Your Free (VMLTX): Fund Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Yahoo
3 days ago
- Business
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Buy These 3 Invesco Mutual Funds for Fantastic Returns
Founded in 1978, Invesco Ltd. had $1.84 trillion in preliminary assets under management as of April 30, 2025. With nearly 750 investment professionals and more than 8,400 employees, the company offers a wide range of financial services through its offices in 26 countries. This renowned global investment management company offers financial solutions through a diverse set of investment vehicles across major equity, fixed-income and alternative asset classes. Mutual funds managed by the company include both equity and fixed-income funds, and domestic and international funds. Below, we share with you three top-ranked Invesco mutual funds, viz., Invesco Growth and Income ACGMX, Invesco Small Cap Value VSCAX and Invesco Small Cap Value VSMIX. Each has a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform its peers in the future. Investors can click here to see the complete list of Invesco mutual funds. Invesco Growth and Income invests primarily in income-producing equity securities, including common stocks and convertible securities, mainly in large-cap companies. ACGMX may invest a small portion of its net assets in foreign securities, which may include depositary receipts. Invesco Growth and Income has three-year annualized returns of 7.7%. As of February 2025, ACGMX held 72 issues, with 4.3% of its assets invested in Wells Fargo. Invesco Small Cap Value invests most of its assets in common stocks of small-cap companies, which, according to the fund's advisors, are undervalued. VSCAX advisors also invest in derivatives, or other instruments with the same economic characteristics. Invesco Small Cap Value has three-year annualized returns of 12.4%. Jonathan Mueller has been one of the fund managers of VSCAX since June 2010. Invesco Small Cap Value seeks long-term capital appreciation by investing the majority of its net assets in securities of small-cap companies. VSMIX invests primarily in common stocks of companies that it believes are undervalued. Invesco Small Cap Value has three-year annualized returns of 12.7%. VSMIX has an expense ratio of 0.81% compared with the category average of 0.99%. To view the Zacks Rank and the past performance of all Invesco mutual funds, investors can click here to see the complete list of Invesco mutual funds. Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >> View All Zacks #1 Ranked Mutual Funds 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 (VSCAX): Fund Analysis Report Get Your Free (VSMIX): Fund Analysis Report Get Your Free (ACGMX): Fund Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Yahoo
5 days ago
- Business
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Buy These 3 Mid-Cap Blend Mutual Funds for Excellent Returns
Blend funds, also known as hybrid funds, aim for value appreciation by capital gains. They owe their origin to a graphical representation of a fund's equity-style box. In addition to diversification, blend funds are great picks for investors looking for a mix of growth and value investment. A mid-cap blend fund is a type of equity mutual fund that holds a mix of value and growth stocks in its portfolio, where the market cap of the stocks is generally between $2 billion and $10 billion. Below, we share with you three top-ranked mid-cap blend mutual funds, namely Ave Maria Value AVEMX, Vanguard Strategic Equity Investor Shares VSEQX and Fidelity Mid-Cap Stock FMCSX. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform its peers in the future. Investors can click here to see the complete list of funds. Ave Maria Value invests primarily in common stocks believed to be priced at a discount to their true value. It invests the majority of its net assets in companies meeting its religious criteria. AVEMX invests in securities of companies of various market caps. The fund has returned 12.4% over the past three years. As of December 2024, AVEMX held 32 issues, with 16.5% of its assets invested in Texas Pacific Land. Vanguard Strategic Equity Investor Shares invests most of its net assets in small and mid-cap domestic equity securities based on their relative return potential. VSEQX advisors do this by applying a quantitative process to evaluate all of the securities in the MSCI U.S. Small + Mid Cap 2200 Index while maintaining a risk profile similar to that of the index. The fund has returned 7.9% over the past three years. VSEQX has an expense ratio of 0.17%. Fidelity Mid-Cap Stock invests the majority of its assets in common stocks of mid-cap companies with market capitalization similar to those on the Russell MidcapA Index or the S&P MidCap 400A Index. FMCSX typically invests in growth and value stocks. The fund has returned 5.8% over the past three years. Nicola Stafford has been one of the fund managers of FMCSX since July 2017. To view the Zacks Rank and the past performance of all mid-cap blend mutual funds, investors can click here to see the complete list of mid-cap blend mutual funds. Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >> View All Zacks #1 Ranked Mutual Funds 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 (VSEQX): Fund Analysis Report Get Your Free (FMCSX): Fund Analysis Report Get Your Free (AVEMX): Fund Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Yahoo
30-05-2025
- Business
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3 Great Mutual Fund Picks for Your Retirement
There is never a wrong time to invest in mutual funds for retirement. So, if you're still looking for the best mutual funds, the Zacks Mutual Fund Rank can be a great guide. The easiest way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Using the Zacks Mutual Fund Rank of over 19,000 mutual funds, we've identified three outstanding mutual funds that are ideally suited to help long-term investors pursue and achieve their retirement investing goals. Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider. If you are looking to diversify your portfolio, consider (CGNCX). CGNCX 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. This fund is a winner, boasting an expense ratio of 1.12%, management fee of 0%, and a five-year annualized return track record of 9.93%. (JAGRX). Expense ratio: 0.67%. Management fee: 0.47%. JAGRX 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. This fund has managed to produce a robust 15.62% over the last five years. (JNUSX) is an attractive large-cap allocation. JNUSX is a Non US - Equity fund. Many of these funds like to allocate across emerging and developed markets, and will often focus on all cap levels. JNUSX has an expense ratio of 0.65%, management fee of 0.55%, and annual returns of 17.31% over the past five years. 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. 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 (CGNCX): Fund Analysis Report Get Your Free (JAGRX): Fund Analysis Report Get Your Free (JNUSX): Fund Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
27-05-2025
- Business
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Buy These 3 Diversified Bond Mutual Funds to Reduce Risk
Mutual funds having significant exposure to diversified bonds are excellent choices for investors seeking steady returns with a relatively low level of risk. Investing in funds that maintain a portfolio of bonds issued across a wide range of market sectors also reduces sector-specific risk. Moreover, investing in diversified bond funds is preferred to individual bond investing, as building a portfolio of the second type may prove relatively more expensive. A higher level of liquidity also makes diversified bond funds more attractive. Below, we share with you three top-ranked diversified bond mutual funds, namely Nuveen Preferred Securities NPSAX, Osterweis Strategic Income OSTIX and Ave Maria Bond AVEFX. Each has a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform its peers in the future. Investors can click here to see the complete list of funds. Nuveen Preferred Securities invests the majority of its net assets and in preferred securities and other income-producing securities. The advisor intends to invest at least 25% of its assets in the securities of companies principally engaged in financial services. It normally invests at least 50% of its net assets in securities rated investment grade. The fund has returned 4.2% over the past three years. Douglas M. Baker has been one of the fund managers of NPSAX since June 2007. Osterweis Strategic Income invests the majority of its assets in income-bearing securities. OSTIX advisors seek to control risk through rigorous credit analysis, economic analysis, interest rate forecasts and sector trend review. The fund has returned 6.1% over the past three years. As of December 2024, OSTIX had 33.3% of its assets invested in Total Misc Bonds. Ave Maria Bond invests in investment-grade debt securities of domestic issuers, including the U.S. government and its agencies and instrumentalities, corporations and municipalities and money market instruments. AVEFX may invest part of its net assets in preferred stocks, common stocks paying dividends and securities convertible into common stock. The fund has returned 4.8% over the past three years. AVEFX has an expense ratio of 0.41%. To view the Zacks Rank and the past performance of all diversified bond mutual funds, investors can click here to see the complete list of diversified bond mutual funds. Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >> View All Zacks #1 Ranked Mutual Funds 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 (NPSAX): Fund Analysis Report Get Your Free (AVEFX): Fund Analysis Report Get Your Free (OSTIX): Fund Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
