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MFS Mass Investors Gr Stk R4 (MIGKX) - free report >>
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MFS Mass Investors Gr Stk R4 (MIGKX) - 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.
The easiest, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. The Zacks Mutual Fund Rank, which covers over 19,000 mutual funds, has helped us identify three outstanding options that are perfect for any long-term investors' portfolios that is retirement-focused.
Let's break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
Baird Midcap Institutional (BMDIX - Free Report) : 0.8% expense ratio and 0.75% management fee. BMDIX is a Mid Cap Growth mutual fund. These funds aim to target companies with a market capitalization between $2 billion and $10 billion that are also expected to exhibit more extensive growth opportunities for investors than their peers. With annual returns of 12.83% over the last five years, this fund is a winner.
MFS Mass Investors Growth Stock R4 (MIGKX - Free Report) is a stand out amongst its peers. MIGKX 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 five-year annualized performance of 14.62%, expense ratio of 0.46% and management fee of 0.33%, this diversified fund is an attractive buy with a strong history of performance.
Neuberger Berman Guardian A (NGDAX - Free Report) is an attractive large-cap allocation. NGDAX is a part of the Large Cap Value category, and invests in equities with a market capitalization of $10 billion or more, but whose share prices do not reflect their intrinsic value. NGDAX has an expense ratio of 1.04%, management fee of 0.74%, and annual returns of 13.81% over the past 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.