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Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?

Zacks Equity Research
·2-min read

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.

Let's break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.

John Hancock Discipline Value Mid Cap R4 (JVMTX): 1% expense ratio and 0.71% management fee. JVMTX is a Mid Cap Value mutual funds that aims to target medium-sized companies that possess strong value and income opportunities for investors. With annual returns of 12.26% over the last five years, this fund is a winner.

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MFS Growth Fund R4 (MFEJX) is a stand out amongst its peers. MFEJX 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. With five-year annualized performance of 16.03%, expense ratio of 0.59% and management fee of 0.5%, this diversified fund is an attractive buy with a strong history of performance.

BlackRock Basic Value R (MRBVX): 1.17% expense ratio and 0.42% management fee. MRBVX is a Large Cap Value mutual fund, which invests in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 11.18% over the last 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.

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Zacks Investment Research