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Brown Advisory Sustainable Gwth I (BAFWX) - free report >>
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Brown Advisory Sustainable Gwth I (BAFWX) - free report >>
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3 Magnificent Mutual Funds to Maximize Your Retirement Portfolio
There is never a wrong time to invest in mutual funds for retirement. So, if you're still looking for the best mutual funds, the Zacks Mutual Fund Rank can be a great guide.
How can you tell a good mutual fund from a bad one? It's pretty basic: if the fund is diversified, has low fees, and shows strong performance, it's a keeper. Of course, there's a wide range, but using the Zacks Mutual Fund Rank, we've found three mutual funds that would be great additions to any long-term retirement investors' portfolios.
Let's break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
Brown Advisory Sustainable Growth I (BAFWX - Free Report) : 0.64% expense ratio and 0.53% management fee. BAFWX 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. BAFWX has achieved five-year annual returns of an astounding 14.13%.
Columbia Dividend Income I3 (CDDYX - Free Report) is a stand out amongst its peers. CDDYX is a Large Cap Value mutual fund, which invests in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. With five-year annualized performance of 10.18%, expense ratio of 0.55% and management fee of 0.53%, this diversified fund is an attractive buy with a strong history of performance.
BNY Mellon Appreciation Investor (DGAGX - Free Report) : 0.88% expense ratio and 0.55% management fee. DGAGX 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 a five-year annual return of 12.13%, this fund is a well-diversified fund with a long track record of success.
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.