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

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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 take a look at some of our top-ranked mutual funds with the lowest fees.

If you are looking to diversify your portfolio, consider

(AMRFX). AMRFX 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. This fund is a winner, boasting an expense ratio of 0.38%, management fee of 0.23%, and a five-year annualized return track record of 14.66%.

(PSWIX): 0.3% expense ratio and 0.28% management fee. PSWIX 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. PSWIX, with annual returns of 15.18% over the last five years, is a well-diversified fund with a long track record of success.

(RMBBX). Expense ratio: 0.95%. Management fee: 0.85%. Five year annual return: 13.57%. RMBBX is a Small Cap Blend mutual fund, allowing investors a way to diversify their funds among various types of small-cap stocks.

These examples highlight the fact that there are some astonishingly good mutual funds out there. If your advisor has you in the good ones, bravo! If not, you may need to have a talk.

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