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 way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Using our Zacks Rank of over 19,000 mutual funds, we've identified three outstanding mutual funds that are ideally suited to help long-term investors pursue and achieve their retirement investing goals.
Let's take a look at some of the highest Zacks Ranked mutual funds with the lowest fees.
BMO Large-Cap Growth Fund I (MLCIX): 0.54% expense ratio and 0.35% management fee. MLCIX is a part of the Large Cap Growth mutual fund category, which invest in many large U.S. companies that are expected to grow much faster compared to other large-cap stocks. MLCIX has achieved five-year annual returns of an astounding 12.78%.
T. Rowe Price Institutional Small-Cap Stock (TRSSX): 0.66% expense ratio and 0.65% management fee. TRSSX is a Small Cap Blend mutual fund, and usually targets stocks with market caps of less than $2 billion, letting investors diversify their funds among other kinds of small-cap equities. With yearly returns of 11.99% over the last five years, TRSSX is an effectively diversified fund with a long reputation of solidly positive performance.
Brown Advisory Flexible Equity Institutional (BAFFX): 0.57% expense ratio and 0.44% management fee. BAFFX is classified as an Allocation Balanced fund, which seeks to invest in a balance of asset types, like stocks, bonds, and cash, and including precious metals or commodities is not unusual. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 10.56% over the last five years.
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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Zacks Investment Research