3 Top-Ranked Mutual Funds for Your Retirement

Posted By: ndeeney

Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds.

The easiest, most reliable way to judge a mutual fund’s quality over time is by analyzing its performance, diversification, and fees. The Zacks Mutual Fund Rank, which 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 take a look at some of our top-ranked mutual funds with the lowest fees.

DFA US Sustainability Core I (DFSIX) has a 0.18% expense ratio and 0.14% management fee. DFSIX is part of the Large Cap Blend section, and these mutual funds most often invest in firms with a market capitalization of $10 billion or more. By investing in bigger companies, these funds offer more stability, and are often well-suited for investors with a “buy and hold” mindset. With yearly returns of 10.87% over the last five years, this fund clearly wins.

Fidelity Advisor Convertible Security Institutional (FICVX). Expense ratio: 0.75%. Management fee: 0.55%. FICVX is categorized as a Convertible Bonds fund, and in the fixed income world, these funds are quite unique. These types of securities are a hybrid, meaning they have components of both fixed income and equity. This fund has managed to produce a robust 11.35% over the last five years.

JPMorgan Intrepid Growth I (JPGSX): 0.59% expense ratio and 0.3% management fee. JPGSX 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 11.4% over the last five years.

There you have it. If your financial advisor had you put your money into any of our top-ranked funds, then they’ve got you covered. If not, you may need to talk.

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