Are These 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?- March 20, 2020

By Zacks Investment ResearchStock MarketsMar 20, 2020 07:59AM ET

www.investing.com/analysis/are-these-3-topranked-mutual-funds-in-your-retirement-portfolio-march-20-2020-200517641

Are These 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?- March 20, 2020

By Zacks Investment Research | Mar 20, 2020 07:59AM ET

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The funds in our "Magnificent Retirement Mutual Funds" list are some of the top-performing, best managed funds available. If you're already invested in them, congratulations! If you're not, don't worry - it's never too late to start getting the advantages of these outstanding funds for your retirement.

The easiest way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Using our Zacks Rank of over 19,000 mutual funds, we've identified three outstanding mutual funds that are ideally suited to help long-term investors pursue and achieve their retirement investing goals.

Let's take a look at some of the highest Zacks Ranked mutual funds with the lowest fees.

MFS Research Fund A (MFRFX): 0.79% expense ratio and 0.43% management fee. MFRFX 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. MFRFX has achieved five-year annual returns of an astounding 10.21%.

DFA US Core Equity 1 I (DFEOX) is a stand out amongst its peers. DFEOX is classified as a Large Cap Blend fund. More often than not, Large Cap Blend mutual funds invest in companies with a market cap of over $10 billion. Buying stakes in bigger companies offer these funds more stability, and are well-suited for investors with a "buy and hold" mindset. With five-year annualized performance of 10.44%, expense ratio of 0.2% and management fee of 0.17%, this diversified fund is an attractive buy with a strong history of performance.

MassMutual Select Mid Cap Growth R5 (MGRFX). Expense ratio: 0.81%. Management fee: 0.68%. Five year annual return: 12.87%. MGRFX is a Mid Cap Growth mutual fund. These funds aim to target companies with a market capitalization between $2 billion and $10 billion that are also expected to exhibit more extensive growth opportunities for investors than their peers.

We hope that your investment advisor (if you use one) has you invested in one or all of the top-ranked mutual funds we've reviewed. But if that isn't the case, it might be time to have a conversation or reconsider this vitally important relationship.

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Investing in underperforming mutual funds is just one of the key errors that can derail your retirement plans.

To learn more, read our just-released report: 9 Retirement Mistakes You Need to Avoid.

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Central Banks

Interest Rates

Next Meeting

FED

4.50%

Mar 19, 2025

ECB

2.90%

Mar 06, 2025

BOE

4.50%

Mar 20, 2025

SNB

0.50%

Mar 20, 2025

RBA

4.10%

Apr 01, 2025

BOC

3.00%

Mar 12, 2025

RBNZ

3.75%

Apr 09, 2025

BOJ

0.50%

Mar 19, 2025

CBR

21.00%

Mar 21, 2025

RBI

6.25%

Mar 10, 2025

PBOC

3.10%

BCB

13.25%

Mar 19, 2025

US 30	43,274.0	+33.9	+0.08%
US 500	5,873.8	+12.1	+0.21%
Dow Jones	43,240.14	-192.98	-0.44%
S&P 500	5,861.70	-94.36	-1.58%
Nasdaq	18,544.42	-530.84	-2.78%
S&P 500 VIX	21.13	+2.03	+10.63%
Dollar Index	107.21	+0.88	+0.83%

Crude Oil WTI	70.12	+0.01	+0.01%
Brent Oil	73.42	+1.35	+1.87%
Natural Gas	3.940	+0.004	+0.10%
Gold	2,887.65	-0.30	-0.01%
Silver	31.563	-0.003	-0.01%
Copper	4.5958	+0.0018	+0.04%
US Soybeans	1,028.00	+3.25	+0.32%

U.S. 10Y	4.267	+0.018	+0.42%
U.S. 30Y	4.538	-0.016	-0.35%
U.S. 5Y	4.078	-0.027	-0.66%
U.S. 3M	4.306	-0.005	-0.12%
US 10Y T-Note	110.77	+0.16	+0.14%
Euro Bund	132.91	+0.24	+0.18%
10-2 Yield Spread	17.88	-1.73	-8.82%

Apple	237.30	-3.06	-1.27%
Alphabet A	168.50	-4.23	-2.45%
Tesla	281.95	-8.85	-3.04%
Amazon.com	208.74	-5.61	-2.62%
Netflix	963.07	-26.99	-2.73%
Meta Platforms	658.24	-15.46	-2.29%
Bank of America	44.12	+0.18	+0.41%

Are These 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?- March 20, 2020

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