Are These 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?- March 11, 2020

By Zacks Investment ResearchStock MarketsMar 11, 2020 07:52AM ET

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Are These 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?- March 11, 2020

By Zacks Investment Research | Mar 11, 2020 07:52AM ET

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Our "Magnificent Retirement Mutual Funds" list includes some of the best managed and best performing funds around. If you're already invested in these, congratulations! But if you're just now discovering them, don't worry. When it comes to your retirement, it's never too late to start investing in the best.

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 our Zacks Rank, we've found three mutual funds that would be great additions to any long-term retirement investors' portfolios.

Here are the funds that have achieved the #1 (Strong Buy) Zacks Rank and have low fees.

If you are looking to diversify your portfolio, consider Brown Advisory Flexible Equity Institutional (BAFFX). BAFFX is classified as an Allocation Balanced fund, which seeks to invest in a balance of asset types, like stocks, bonds, and cash, and including precious metals or commodities is not unusual. This fund is a winner, boasting an expense ratio of 0.57%, management fee of 0.44%, and a five-year annualized return track record of 11.66%.

Meridian Growth Institutional (MRRGX). Expense ratio: 0.83%. Management fee: 0.76%. MRRGX is one of many Small Cap Growth mutual funds; these funds tend to create their portfolios around stocks with market capitalization of less than $2 billion. This fund has managed to produce a robust 10.43% over the last five years.

Eaton (NYSE:ETN) Vance Tax-Managed Growth 1.0 (CAPEX): 0.48% expense ratio and 0.45% management fee. CAPEX 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. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 10.98% over the last five years.

There you have it. If your financial advisor had you put your money into any of our "Magnificent Retirement Mutual Funds," then they've got you covered. If not, you may need to talk.

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Zacks Investment Research

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Are These 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?- March 11, 2020

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