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Make the Most of Your Retirement with These Top-Ranked Mutual Funds - December 24, 2019

Zacks Equity Research

Our "Magnificent Retirement Mutual Funds" list includes some of the best managed and best performing funds around. If you're already invested in these, congratulations! But if you're just now discovering them, don't worry. When it comes to your retirement, it's never too late to start investing in the best.

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.

Let's take a look at some of the highest Zacks Ranked mutual funds with the lowest fees.

DoubleLine Shiller Enhanced CAPE I (DSEEX): 0.55% expense ratio and 0.45% management fee. DSEEX is a Large Cap Blend fund, targeting companies with market caps of over $10 billion. These funds offer investors a stability, and are perfect for people with a "buy and hold" mindset. DSEEX has achieved five-year annual returns of an astounding 13.96%.

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Principal Mid Cap R4 (PMBSX) is a stand out amongst its peers. PMBSX 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 five-year annualized performance of 13.15%, expense ratio of 0.97% and management fee of 0.58%, this diversified fund is an attractive buy with a strong history of performance.

MFS Growth Fund R2 (MEGRX): 1.16% expense ratio and 0.55% management fee. MEGRX 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. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 13.93% 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.

Do You Know the Top 9 Retirement Investing Mistakes?

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
 
Get Your Free (DSEEX): Fund Analysis Report
 
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Zacks Investment Research