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3 Top-Ranked Mutual Funds for Your Retirement


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 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.

Brown Advisory Global Leaders Inv (BIALX) has a 0.9% expense ratio and 0.65% management fee. BIALX is a Global - Equity mutual fund. These funds invest in large markets like the U.S., Europe, and Japan, and operate with very few geographical limitations With yearly returns of 13.48% over the last five years, this fund clearly wins.

Voya Corporate Leaders Trust Fund B (LEXCX): 0.43% expense ratio and 0% management fee. LEXCX 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 yearly returns of 14.99% over the last five years, LEXCX is an effectively diversified fund with a long reputation of solidly positive performance.

North Square Multi Strategy A (ORILX) is an attractive large-cap allocation. ORILX is a part of the Large Cap Growth mutual fund category, which invest in many large U.S. companies that are expected to grow much faster compared to other large-cap stocks. ORILX has an expense ratio of 0.96%, management fee of 0.17%, and annual returns of 11.44% 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.

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

Zacks Investment Research


Source Zacks-com

At Zacks, we are dedicated to independent investment research, helping investors succeed through tools like our Zacks Rank stock-rating system, which has averaged +23.89% annual returns since 1988. Founded on the discovery that earnings estimate revisions drive stock prices, we offer purely mathematical, unbiased ratings, along with additional innovations like the Price Response Indicator, Earnings ESP, and specialized rankings for mutual funds and ETFs.
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