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Brown Advisory Flexible Equity Inv (BIAFX) - free report >>
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Brown Advisory Flexible Equity Inv (BIAFX) - free report >>
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Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?
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 best way to shortlist great mutual funds is to ensure solid performance, diversification, and low fees. Some are better than others, but utilizing the Zacks Mutual Fund Rank, we have identified three mutual funds that could be solid additions to one's retirement portfolio.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
MainStay MAP Fund A (MAPAX - Free Report) has a 1.02% expense ratio and 0.66% management fee. MAPAX 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 yearly returns of 12.54% over the last five years, this fund clearly wins.
AQR Large Cap Momentum Style R6 (QMORX - Free Report) . Expense ratio: 0.3%. Management fee: 0.25%. QMORX 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. This fund has managed to produce a robust 13.31% over the last five years.
Brown Advisory Flexible Equity Investor (BIAFX - Free Report) : 0.68% expense ratio and 0.43% management fee. BIAFX 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. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 12.87% over the last five years.
These examples highlight the fact that there are some astonishingly good mutual funds out there. If your advisor has you in the good ones, bravo! If not, you may need to have a talk.