Back to top
See More Zacks Research for These Tickers
Normally $25 each - click below to receive one report FREE:
T ROWE PRICE MID-CAP VALUE I (TRMIX) - free report >>
BlackRock 80/20 Target Allocation I (BIAPX) - free report >>
We use cookies to understand how you use our site and to improve your experience. This includes personalizing content and advertising. To learn more, click here. By continuing to use our site, you accept our use of cookies, revised Privacy Policy and Terms of Service.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
T ROWE PRICE MID-CAP VALUE I (TRMIX) - free report >>
BlackRock 80/20 Target Allocation I (BIAPX) - free report >>
Image: Bigstock
Make the Most of Your Retirement with These Top-Ranked Mutual Funds
It is never too late to invest in mutual funds for retirement. As such, if you plan to invest in some of the best funds, the Zacks Mutual Fund Rank can provide you with valuable guidance.
The easiest way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Using the Zacks Mutual Fund 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 our top-ranked mutual funds with the lowest fees.
If you are looking to diversify your portfolio, consider BlackRock 80/20 Target Allocation I (BIAPX - Free Report) . BIAPX is a Large Cap Blend fund, targeting companies with market caps of over $10 billion. These funds offer investors a stability, and are perfect for people with a "buy and hold" mindset. This fund is a winner, boasting an expense ratio of 0.1%, management fee of 0%, and a five-year annualized return track record of 10.23%.
T. Rowe Price Mid-Cap Value I (TRMIX - Free Report) : 0.67% expense ratio and 0.64% management fee. TRMIX is a Mid Cap Value fund, which usually invests in companies with a stock market valuation between $2 billion and $10 billion. With yearly returns of 12.29% over the last five years, TRMIX is an effectively diversified fund with a long reputation of solidly positive performance.
MFS Blended Research Value Equity A (BRUDX - Free Report) : 0.74% expense ratio and 0.4% management fee. BRUDX 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. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 10.05% 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.