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3 Great Mutual Fund Picks for Your Retirement - December 31, 2019

Zacks Equity Research

If you're invested in any of the funds in our "Magnificent Retirement Mutual Funds" list, congratulations on owning some of the best managed and top-performing mutual funds. If you are lucky enough to discover our list of Top-Ranked Funds for the first time, it's never too late to start investing with the best, especially when it comes to your retirement.

How can you tell a good mutual fund from a bad one? It's pretty basic: if the fund is diversified, has low fees, and shows strong performance, it's a keeper. Of course, there's a wide range, but using our Zacks Rank, we've found three mutual funds that would be great additions to any long-term retirement investors' portfolios.

Let's take a look at some of the highest Zacks Ranked mutual funds with the lowest fees.

Boston Trust Mid Cap Fund (BTMFX): 1% expense ratio and 0.75% management fee. BTMFX is a Mid Cap Blend mutual fund, and usually features a portfolio with stocks of various styles and sizes, allowing for diversification within a strategy that focuses on mid cap companies. With annual returns of 10.87% over the last five years, this fund is a winner.

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Vanguard Global Mineral Volatility Investor (VMVFX): 0.22% expense ratio and 0.2% management fee. VMVFX is a Global - Equity mutual fund investing in bigger markets like the U.S., Europe, and Japan; these kinds of funds aren't limited by geography. VMVFX, with annual returns of 10.47% over the last five years, is a well-diversified fund with a long track record of success.

Principal Large Cap Growth I R2 (PPUNX) is an attractive large-cap allocation. PPUNX 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. PPUNX has an expense ratio of 1.34%, management fee of 0.6%, and annual returns of 10.55% over the past five years.

We hope that your investment advisor (if you use one) has you invested in one or all of the top-ranked mutual funds we've reviewed. But if that isn't the case, it might be time to have a conversation or reconsider this vitally important relationship.

Do You Know the Top 9 Retirement Investing Mistakes?

Investing in underperforming mutual funds is just one of the key errors that can derail your retirement plans.

To learn more, read our just-released report: 9 Retirement Mistakes You Need to Avoid.


This report can help you sidestep these costly mistakes and potentially achieve your retirement goals. Get Your FREE Guide Now
 
Get Your Free (BTMFX): Fund Analysis Report
 
Get Your Free (PPUNX): Fund Analysis Report
 
Get Your Free (VMVFX): Fund Analysis Report
 
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