3 Great Mutual Fund Picks for Your Retirement

Zacks Equity Research
·2-min read

There is never a wrong time to invest in mutual funds for retirement. So, if you're still looking for the best mutual funds, the Zacks Mutual Fund Rank can be a great guide.

The easiest, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. The Zacks Mutual Fund Rank, which 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 break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.

Arrow Managed Futures Strategy A (MFTFX): 1.44% expense ratio and 0.85% management fee. MFTFX is a part of the Allocation Balanced fund category; these funds like to invest in a variety of asset types, finding a balance between stocks, bonds, cash, and sometimes even precious metals and commodities; they are mostly categorized by their respective asset allocation. MFTFX has achieved five-year annual returns of an astounding 12.35%.

T. Rowe Price Cap Appreciation Adviser (PACLX): 0.96% expense ratio and 0.59% management fee. PACLX is categorized as an All Cap Value fund, and like the name suggests, invests across the cap spectrum in small-cap, mid-cap, and large-cap companies. PACLX, with annual returns of 9.99% over the last five years, is a well-diversified fund with a long track record of success.

MFS Blended Research Value Equit R6 (BRUNX). Expense ratio: 0.42%. Management fee: 0.4%. Five year annual return: 10.17%. BRUNX is a Large Cap Value fund. These funds invest in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value.

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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