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Should You Add These 3 Top-Performing Mutual Funds to Your Portfolio? - February 14, 2020

Zacks Equity Research

Our "Magnificent Retirement Mutual Funds" list includes some of the best managed and best performing funds around. If you're already invested in these, congratulations! But if you're just now discovering them, don't worry. When it comes to your retirement, it's never too late to start investing in the best.

The easiest, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Our Zacks Rank 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 the highest Zacks Ranked mutual funds with the lowest fees.

Janus Henderson Enterprise I (JMGRX): 0.75% expense ratio and 0.64% management fee. JMGRX is a Mid Cap Growth mutual fund. These funds aim to target companies with a market capitalization between $2 billion and $10 billion that are also expected to exhibit more extensive growth opportunities for investors than their peers. With annual returns of 14.49% over the last five years, this fund is a winner.

Artisan Global Equity Investor (ARTHX) is a stand out amongst its peers. ARTHX is a Global - Equity mutual fund, which invests their assets in large markets, leveraging the global economy. With five-year annualized performance of 10.55%, expense ratio of 1.38% and management fee of 1%, this diversified fund is an attractive buy with a strong history of performance.

Principal Blue Chip Fund A (PBLAX) is an attractive large-cap allocation. PBLAX 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. PBLAX has an expense ratio of 1%, management fee of 0.61%, and annual returns of 14.4% over the past five years.

There you have it. If your financial advisor had you put your money into any of our "Magnificent Retirement Mutual Funds," then they've got you covered. If not, you may need to talk.

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