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.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
MFS Mid-Cap Growth Fund 529A (EAMCX): 1.1% expense ratio and 0.71% management fee. EAMCX is a Mid Cap Growth mutual fund. These mutual funds choose companies with a stock market valuation between $2 billion and $10 billion. With annual returns of 12.39% over the last five years, this fund is a winner.
Royce International Premier Fund Series (RYIPX). Expense ratio: 1.44%. Management fee: 1%. RYIPX is a part of the Non US - Equity fund category, many of which will focus across all cap levels, and will typically allocate their investments between emerging and developed markets. This fund has managed to produce a robust 13.49% over the last five years.
General Electric (NYSE:GE) RSP Mutual Fund (GESSX): 0.14% expense ratio and 0.1% management fee. GESSX 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. With a five-year annual return of 10.75%, 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 "Magnificent Retirement Mutual Funds," then they've got you covered. If not, you may need to talk.
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Zacks Investment Research