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3 Great Mutual Fund Picks for Your Retirement


It is never too late to invest in mutual funds for retirement. As such, if you plan to invest in some of the best funds, the Zacks Mutual Fund Rank can provide you with valuable guidance.

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 break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.

DFA US Small Cap Value I (DFSVX) has a 0.31% expense ratio and 0.28% management fee. DFSVX is a Small Cap Value fund, and these funds are known for investing in companies with market caps under $2 billion. With yearly returns of 18.57% over the last five years, this fund clearly wins.

Voya Mid Cap Opportunities Portfolio S (ISMOX): 0.97% expense ratio and 0.79% management fee. ISMOX is a Mid Cap Growth mutual fund. These funds aim to target companies with a market capitalization between $2 billion and $10 billion that are also expected to exhibit more extensive growth opportunities for investors than their peers. With yearly returns of 9.4% over the last five years, ISMOX is an effectively diversified fund with a long reputation of solidly positive performance.

Thornburg International Value A (TGVAX): 1.16% expense ratio and 0.77% management fee. TGVAX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. With a five-year annual return of 9.95%, this fund is a well-diversified fund with a long track record of success.

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).

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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