Are These 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?- March 17, 2020

By Zacks Investment ResearchStock MarketsMar 17, 2020 07:32AM ET

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Are These 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?- March 17, 2020

By Zacks Investment Research | Mar 17, 2020 07:32AM ET

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If you're invested in any of the funds in our "Magnificent Retirement Mutual Funds" list, congratulations on owning some of the best managed and top-performing mutual funds. If you are lucky enough to discover our list of Top-Ranked Funds for the first time, it's never too late to start investing with the best, especially when it comes to your retirement.

Great performance, diversification, and low fees: it's a pretty simple formula for a great mutual fund. Some are better than others, but utilizing our Zacks Rank, we have identified three mutual funds that would make great additions to long-term investors' portfolios.

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

MFS Growth Fund R4 (MFEJX): 0.66% expense ratio and 0.55% management fee. MFEJX 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. MFEJX has achieved five-year annual returns of an astounding 15.26%.

MSIF Global Opportunity Portfolio I (MGGIX): 0.92% expense ratio and 0.74% management fee. MGGIX is a Global - Equity mutual fund. These funds invest in large markets like the U.S., Europe, and Japan, and operate with very few geographical limitations. MGGIX, with annual returns of 17.99% over the last five years, is a well-diversified fund with a long track record of success.

Fidelity Advisor Technology M (FATEX): 1.28% expense ratio and 0.54% management fee. With a much more diversified approach, FATEX--part of the Sector - Tech mutual fund category--gives investors a way to own a stake in the notoriously risky tech sector. With a five-year annual return of 18.8%, this fund is a well-diversified fund with a long track record of success.

So, there you have it - if your advisor has you invested in any of our "Magnificent Retirement Mutual Funds," they are certainly earning their keep. If not, you may want to look elsewhere.

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Original post

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4.50%

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0.50%

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21.00%

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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 17, 2020

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