3 Top-Performing Mutual Funds to Consider for Your Retirement Portfolio

Zacks Equity Research
·2-min read

Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds.

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 learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.

American Century Small Cap Value R6 (ASVDX): 0.74% expense ratio and 0.73% management fee. ASVDX is a Small Cap Value fund, and these funds are known for investing in companies with market caps under $2 billion. ASVDX has achieved five-year annual returns of an astounding 10.78%.

John Hancock Disciplined Value R4 (JDVFX): 0.9% expense ratio and 0.61% management fee. JDVFX is a part of the Large Cap Value category, and invests in equities with a market capitalization of $10 billion or more, but whose share prices do not reflect their intrinsic value. JDVFX, with annual returns of 10.91% over the last five years, is a well-diversified fund with a long track record of success.

PIMCO Stock Plus International (U.S. Dollar-Hedged) A (PIPAX): 1.15% expense ratio and 0.9% management fee. PIPAX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. With a five-year annual return of 10.15%, this fund is a well-diversified fund with a long track record of success.

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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