Back to top

Image: Bigstock

Make the Most of Your Retirement with These Top-Ranked Mutual Funds - August 25, 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.

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

Eaton Vance Tax-Managed Growth 1.0 (CAPEX - Free Report) : 0.47% expense ratio and 0.45% management fee. CAPEX 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. With annual returns of 10.25% over the last five years, this fund is a winner.

Buffalo Small Cap Fund (BUFSX - Free Report) : 1.01% expense ratio and 0.85% management fee. BUFSX is a Small Cap Growth mutual fund and tends to feature small companies in up-and-coming industries and markets. With yearly returns of 13.7% over the last five years, BUFSX is an effectively diversified fund with a long reputation of solidly positive performance.

Hartford Global Growth HLS IB : 1.05% expense ratio and 0.75% management fee. HBGLX is a Global - Equity mutual fund. These funds invest in large markets like the U.S., Europe, and Japan, and operate with very few geographical limitations. With a five-year annual return of 13.19%, 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:


BUFFALO SMALL CAPITAL FUND IN (BUFSX) - free report >>

EATON VANCE TM GROWTH (CAPEX) - free report >>

Published in