February 27, 2023

Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?

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

If you are looking to diversify your portfolio, consider Black Oak Emerging Technology Fund (BOGSX). With a much more diversified approach, BOGSX–part of the Sector – Tech mutual fund category–gives investors a way to own a stake in the notoriously risky tech sector. This fund is a winner, boasting an expense ratio of 1.03%, management fee of 0.74%, and a five-year annualized return track record of 12.86%.

GMO Quality III (GQETX) is a stand out amongst its peers. GQETX is part of the Large Cap Blend section, and these mutual funds most often invest in firms with a market capitalization of $10 billion or more. By investing in bigger companies, these funds offer more stability, and are often well-suited for investors with a “buy and hold” mindset. With five-year annualized performance of 11.02%, expense ratio of 0.49% and management fee of 0.48%, this diversified fund is an attractive buy with a strong history of performance.

MFS Mass Investors Growth Stock I (MGTIX). Expense ratio: 0.46%. Management fee: 0.33%. Five year annual return: 12.18%. MGTIX is a Large Cap Growth mutual fund, and these funds invest in many large U.S. firms that are projected to grow at a faster rate than their large-cap peers.

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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