3 Top-Performing Mutual Funds to Consider for Your Retirement Portfolio

Tuesday, Feb 24, 2026 9:02 am ET2min read
Aime RobotAime Summary

- Zacks Investment Research recommends three top-performing mutual funds for retirement portfolios, emphasizing low fees and strong returns.

- Highlighted funds include Thornburg Global Opportunities R4 (14.98% 5-yr return, 1.4% expense) and MFS Blended Research Growth Eq I (15.1% return, 0.45% expense).

- The article also notes quantum computing's emerging potential, with major tech firms accelerating adoption for future investment opportunities.

There is never a wrong time to invest in mutual funds for retirement. So, if you're still looking for the best mutual funds, the Zacks Mutual Fund Rank can be a great guide.

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 break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.

If you are looking to diversify your portfolio, consider Thornburg Global Opportunities R4 (THOVX). THOVX is a Global - Equity mutual fund. These funds invest in large markets like the U.S., Europe, and Japan, and operate with very few geographical limitations This fund is a winner, boasting an expense ratio of 1.4%, management fee of 0.84%, and a five-year annualized return track record of 14.98%.

Clipper Fund (CFIMX). Expense ratio: 0.7%. Management fee: 0.55%. CFIMX is part of the Large Cap Blend section, and these mutual funds most often invest in firms with a market capitalization of $10 billion or more. By investing in bigger companies, these funds offer more stability, and are often well-suited for investors with a "buy and hold" mindset. This fund has managed to produce a robust 13.91% over the last five years.

MFS Blended Research Growth Eq I (BRWJX). Expense ratio: 0.45%. Management fee: 0.25%. Five year annual return: 15.1%. BRWJX is a Large Cap Growth mutual fund, and these funds invest in many large U.S. firms that are projected to grow at a faster rate than their large-cap peers.

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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This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research

Zacks is the leading investment research firm focusing on equities earnings estimates and stock analysis for the individual investor, including stock picks, stock screening, portfolio stock tracker and stock screeners. Copyright 2006-2026 Zacks Equity Research, Inc. editor@zacks.com (Manaing editor) webmaster@zacks.com (Webmaster)

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