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3 Top-Ranked Mutual Funds 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.

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 retirement investors' portfolios.

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

Invesco Comstock R5

(ACSHX): 0.5% expense ratio and 0.38% management fee. ACSHX is a Large Cap Value fund. These funds invest in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. With annual returns of 17.66% over the last five years, this fund is a winner.

Brown Advisory Somerset Emerging Markets Institutional

(BAFQX) is a stand out amongst its peers. BAFQX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. With five-year annualized performance of 8.9%, expense ratio of 1.09% and management fee of 0.9%, this diversified fund is an attractive buy with a strong history of performance.

Nuveen LargeCap Growth R

(TILRX) is an attractive large-cap allocation. TILRX is a Large Cap Growth option; these mutual funds purchase stakes in numerous large U.S. companies that are expected to develop and grow at a faster rate than other large-cap stocks. TILRX has an expense ratio of 0.66%, management fee of 0.39%, and annual returns of 13.73% 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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