Back to top

Image: Bigstock

Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?- July 23, 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!

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 our Zacks Rank, we've found three mutual funds that would be great additions to any long-term retirement investors' portfolios.

Here are the funds that have achieved the #1 (Strong Buy) Zacks Rank and have low fees.

If you are looking to diversify your portfolio, consider Polen Growth Fund Institutional (POLIX - Free Report) . POLIX is a Large Cap Growth mutual fund, and these funds invest in many large U.S. firms that are projected to grow at a faster rate than their large-cap peers. This fund is a winner, boasting an expense ratio of 0.95%, management fee of 0.85%, and a five-year annualized return track record of 17.64%.

AQR Large Cap Defensive Style N (AUENX - Free Report) : 0.65% expense ratio and 0.25% management fee. AUENX 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. With yearly returns of 11.61% over the last five years, AUENX is an effectively diversified fund with a long reputation of solidly positive performance.

Brown Advisory Flexible Equity Investor (BIAFX - Free Report) : 0.71% expense ratio and 0.44% management fee. BIAFX is classified as an Allocation Balanced fund, which seeks to invest in a balance of asset types, like stocks, bonds, and cash, and including precious metals or commodities is not unusual. With a five-year annual return of 11.06%, this fund is a well-diversified fund with a long track record of success.

So, there you have it - if your advisor has you invested in any of our "Magnificent Retirement Mutual Funds," they are certainly earning their keep. If not, you may want to look elsewhere.

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.


In-Depth Zacks Research for the Tickers Above


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


AQR Large Cap Defensive Style N (AUENX) - free report >>

Brown Advisory Flexible Equity Inv (BIAFX) - free report >>

POLEN GROWTH FUND (POLIX) - free report >>

Published in