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STOCKS SLIP WITH MIDEAST TENSIONS, EARNINGS IN PLAY

Oil pares losses as traders anticipate Israel's response to Iranian attack

3 Top-Ranked Mutual Funds for Your Retirement

Zacks Equity Research
·2 min read

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 way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Using the Zacks Mutual Fund 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 our top-ranked mutual funds with the lowest fees.

Baron Focused Growth Fund Retail (BFGFX) has a 1.32% expense ratio and 1% management fee. BFGFX is a Mid Cap Growth mutual fund. Mid Cap Growth funds pick stocks--usually companies with a market cap between $2 billion and $10 billion--that demonstrate extensive growth opportunities for investors compared to their peers. With yearly returns of 22.37% over the last five years, this fund clearly wins.

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Deutsche Science and Technology Institutional (KTCIX) is a stand out amongst its peers. KTCIX is part of the Sector - Tech mutual fund category that invests in technology and lets investors own a stake in a notoriously volatile sector, but with a much more diversified approach. With five-year annualized performance of 11.43%, expense ratio of 0.68% and management fee of 0.45%, this diversified fund is an attractive buy with a strong history of performance.

Principal Blue Chip Fund I (PBCKX): 0.65% expense ratio and 0.59% management fee. PBCKX 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 11.02%, this fund is a well-diversified fund with a long track record of success.

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.


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Zacks Investment Research