Back to top

Image: Bigstock

Make the Most of Your Retirement with These Top-Ranked Mutual Funds - February 24, 2020

Read MoreHide Full Article

The funds in our "Magnificent Retirement Mutual Funds" list are among the best managed and best performing mutual funds available. If you are just finding out about our Top-Ranked Funds list, we welcome you!

Great performance, diversification, and low fees: it's a pretty simple formula for a great mutual fund. Some are better than others, but utilizing our Zacks Rank, we have identified three mutual funds that would make great additions to long-term investors' portfolios.

Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.

If you are looking to diversify your portfolio, consider Hartford Stock HLS IA (HSTAX - Free Report) . HSTAX 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. This fund is a winner, boasting an expense ratio of 0.52%, management fee of 0.48%, and a five-year annualized return track record of 11.63%.

Lord Abbett Developing Growth I (LADYX - Free Report) : 0.69% expense ratio and 0.51% management fee. LADYX is a Small Cap Growth mutual fund building their portfolio around stocks with market caps under $2 billion and large growth opportunities. LADYX, with annual returns of 10.09% over the last five years, is a well-diversified fund with a long track record of success.

JPMorgan Large Cap Growth I (SEEGX - Free Report) . Expense ratio: 0.68%. Management fee: 0.45%. Five year annual return: 15.2%. SEEGX is a part of the Large Cap Growth mutual fund category, which invest in many large U.S. companies that are expected to grow much faster compared to other large-cap stocks.

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.

Do You Know the Top 9 Retirement Investing Mistakes?

Investing in underperforming mutual funds is just one of the key errors that can derail your retirement plans.

To learn more, read our just-released report: 9 Retirement Mistakes You Need to Avoid.


See More Zacks Research for These Tickers


Normally $25 each - click below to receive one report FREE:


Hartford Stock HLS IA (HSTAX) - free report >>

JPMORGAN LARGE CAP GR FUND (SEEGX) - free report >>

LORD ABBETT DEVELOPING GR (LADYX) - free report >>

Published in