Are These 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?- March 13, 2020

By Zacks Investment ResearchStock MarketsMar 13, 2020 08:59AM ET

www.investing.com/analysis/are-these-3-topranked-mutual-funds-in-your-retirement-portfolio-march-13-2020-200515738

Are These 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?- March 13, 2020

By Zacks Investment Research | Mar 13, 2020 08:59AM 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.

The easiest, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Our Zacks Rank 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.

If you are looking to diversify your portfolio, consider Franklin Small Cap Growth R6 (FSMLX). FSMLX 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 is a winner, boasting an expense ratio of 0.64%, management fee of 0.62%, and a five-year annualized return track record of 10.58%.

Principal Blue Chip Fund I (PBCKX): 0.67% expense ratio and 0.61% management fee. PBCKX 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. PBCKX, with annual returns of 16.15% over the last five years, is a well-diversified fund with a long track record of success.

MFS Mid-Cap Growth Fund I (OTCIX): 0.83% expense ratio and 0.69% management fee. OTCIX is a Mid Cap Growth mutual fund. These mutual funds choose companies with a stock market valuation between $2 billion and $10 billion. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 13.97% 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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Original post

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2.90%

Mar 06, 2025

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4.50%

Mar 20, 2025

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3.75%

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0.50%

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21.00%

Mar 21, 2025

RBI

6.25%

Mar 10, 2025

PBOC

3.10%

BCB

13.25%

Mar 19, 2025

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Are These 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?- March 13, 2020

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