Back to top

Image: Bigstock

Make the Most of Your Retirement with These Top-Ranked Mutual Funds

Read MoreHide Full Article

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 best way to shortlist great mutual funds is to ensure solid performance, diversification, and low fees. Some are better than others, but utilizing the Zacks Mutual Fund Rank, we have identified three mutual funds that could be solid additions to one's retirement portfolio.

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

If you are looking to diversify your portfolio, consider

Columbia Small Cap Value I Class R4

. CVVRX is a Small Cap Value fund, and these funds are known for investing in companies with market caps under $2 billion. This fund is a winner, boasting an expense ratio of 1%, management fee of 0.81%, and a five-year annualized return track record of 12.59%.

Emerald Growth Fund Institutional

(FGROX - Free Report) : 0.79% expense ratio and 0.61% management fee. FGROX is one of many Small Cap Growth mutual funds; these funds tend to create their portfolios around stocks with market capitalization of less than $2 billion. With yearly returns of 11.12% over the last five years, FGROX is an effectively diversified fund with a long reputation of solidly positive performance.

Goldman Sachs Large Cap Growth Insights Service Class

(GSCLX - Free Report) : 1.04% expense ratio and 0.52% management fee. GSCLX 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. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 17.74% over the last five years.

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.


See More Zacks Research for These Tickers


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


Goldman Sachs LrgCp Gr Insights Svc (GSCLX) - free report >>

Emerald Growth Institutional (FGROX) - free report >>

Published in