November 20, 2024

3 Top-Ranked Mutual Funds for Your Retirement

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

Goldman Sachs Large Cap Growth Insights A

(GLCGX): 0.9% expense ratio and 0.52% management fee. GLCGX 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. With annual returns of 17.04% over the last five years, this fund is a winner.

Harbor Small Cap Growth Institutional

(HASGX): 0.88% expense ratio and 0.75% management fee. HASGX is one of many Small Cap Growth mutual funds; these funds tend to create their portfolios around stocks with market capitalization of less than $2 billion. HASGX, with annual returns of 10.68% over the last five years, is a well-diversified fund with a long track record of success.

State Farm Balanced Fund

(STFBX): 0.14% expense ratio and 0.11% management fee. STFBX is a part of the Allocation Balanced fund category; these funds like to invest in a variety of asset types, finding a balance between stocks, bonds, cash, and sometimes even precious metals and commodities; they are mostly categorized by their respective asset allocation. With a five-year annual return of 10.46%, this fund is a well-diversified fund with a long track record of success.

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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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