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Make the Most of Your Retirement with These Top-Ranked Mutual Funds - December 18, 2019

Zacks Equity Research

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!

The easiest, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Our Zacks Rank 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.

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

If you are looking to diversify your portfolio, consider VY T. Rowe Price Diversified Mid Cap Growth Investor (IAXIX). IAXIX is a Mid Cap Growth mutual fund. These mutual funds choose companies with a stock market valuation between $2 billion and $10 billion. This fund is a winner, boasting an expense ratio of 0.78%, management fee of 0.74%, and a five-year annualized return track record of 12.38%.

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AQR Large Cap Defensive Style I (AUEIX) is a stand out amongst its peers. AUEIX 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. With five-year annualized performance of 13.91%, expense ratio of 0.4% and management fee of 0.25%, this diversified fund is an attractive buy with a strong history of performance.

MassMutual Premier Disciplined Growth Service Class (DEIGX). Expense ratio: 0.74%. Management fee: 0.45%. Five year annual return: 11.43%. DEIGX 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.

There you have it. If your financial advisor had you put your money into any of our "Magnificent Retirement Mutual Funds," then they've got you covered. If not, you may need to talk.

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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.


This report can help you sidestep these costly mistakes and potentially achieve your retirement goals. Get Your FREE Guide Now
 
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