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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.

The easiest, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. The Zacks Mutual Fund Rank, which covers over 19,000 mutual funds, has helped us identify three outstanding options that are perfect for any long-term investors' portfolios that is retirement-focused.

Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.

Brown Advisory WMC Strategic European Equity & Income Investor (BIAHX): 1.2% expense ratio and 0.9% management fee. BIAHX is a Europe - Equity mutual fund investing in stocks across the vast European continent. With annual returns of 15.8% over the last five years, this fund is a winner.

American Funds Income Fund of America F2 (AMEFX) is a stand out amongst its peers. AMEFX is a part of the Large Cap Value category, and invests in equities with a market capitalization of $10 billion or more, but whose share prices do not reflect their intrinsic value. With five-year annualized performance of 9.72%, expense ratio of 0.36% and management fee of 0.23%, this diversified fund is an attractive buy with a strong history of performance.

T.Rowe Price Integrat US SMIDCore I (TQSIX) is an attractive large-cap allocation. TQSIX is a Small Cap Blend mutual fund, and usually targets stocks with market caps of less than $2 billion, letting investors diversify their funds among other kinds of small-cap equities. TQSIX has an expense ratio of 0.69%, management fee of 0.63%, and annual returns of 14.16% 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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