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Brown Advisory Flexible Equity Inv (BIAFX) - free report >>
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Brown Advisory Flexible Equity Inv (BIAFX) - free report >>
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3 Top-Ranked Mutual Funds for Your Retirement
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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
Brown Advisory Flexible Equity Investor (BIAFX - Free Report) has a 0.69% expense ratio and 0.43% management fee. BIAFX is an Allocation Balanced mutual fund. Allocation Balanced funds look to invest across asset types, like stocks, bonds, and cash, and including precious metals or commodities is not unusual; these funds are mostly categorized by their respective asset allocation. With yearly returns of 11.2% over the last five years, this fund clearly wins.
Fidelity Growth & Income Portfolio (FGRIX - Free Report) . Expense ratio: 0.58%. Management fee: 0.42%. FGRIX is part of the Large Cap Blend section, and these mutual funds most often invest in firms with a market capitalization of $10 billion or more. By investing in bigger companies, these funds offer more stability, and are often well-suited for investors with a "buy and hold" mindset. This fund has managed to produce a robust 10.92% over the last five years.
MFS Mass Investors Growth Stock I (MGTIX - Free Report) . Expense ratio: 0.46%. Management fee: 0.33%. Five year annual return: 13.88%. MGTIX is a Large Cap Growth option; these mutual funds purchase stakes in numerous large U.S. companies that are expected to develop and grow at a faster rate than other large-cap stocks.
We hope that your investment advisor (if you use one) has you invested in one or all of the top-ranked mutual funds we've reviewed. But if that isn't the case, it might be time to have a conversation or reconsider this vitally important relationship.