Are These 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?- March 23, 2020

By Zacks Investment ResearchStock MarketsMar 23, 2020 07:57AM ET

www.investing.com/analysis/are-these-3-topranked-mutual-funds-in-your-retirement-portfolio-march-23-2020-200518137

Are These 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?- March 23, 2020

By Zacks Investment Research | Mar 23, 2020 07:57AM 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.

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

Brown Advisory Flexible Equity Adviser (BAFAX): 0.97% expense ratio and 0.44% management fee. BAFAX is a part of the Allocation Balanced fund category; these funds like to invest in a variety of asset types, finding a balance between stocks, bonds, cash, and sometimes even precious metals and commodities; they are mostly categorized by their respective asset allocation. BAFAX has achieved five-year annual returns of an astounding 11.21%.

Nicholas II Fund (NCTWX). Expense ratio: 0.6%. Management fee: 0.52%. NCTWX 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. This fund has managed to produce a robust 11.29% over the last five years.

T. Rowe Price New Horizons (PRNHX). Expense ratio: 0.76%. Management fee: 0.64%. Five year annual return: 16.24%. PRNHX 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.

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

Zacks Investment Research

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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

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Are These 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?- March 23, 2020

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