Seeking Healthy Returns
Lopez believes that the securities industry’s rollercoaster ride of 2010 and 2011 has ended and that select mutual funds have been strengthening, posting better returns. He offers three mutual fund picks he believes could bolster investors’ portfolios: a small-cap, a mid-cap growth, and a retirement income fund. He likes this trio because they are no-load funds with very low expense ratios, solid histories, and solid management investment styles.