Best Mutual Funds

The U.S. News Mutual Fund Score offers a broad look at what some of the brightest minds conducting investment analysis have to say about more than 4,500 mutual funds using ratings from Morningstar, Lipper, Zacks, TheStreet.com, and Standard & Poor's. To learn more about our score, see the methodology.

Long-Term Bond

#1

Dupree Taxable Municipal Bond Fund (DUTMX)

Performance (1-YR): 0.21% Expense Ratio: 0.83%

#2

PIMCO Long Duration Total Return Fund (PLRIX)

Performance (1-YR): 2.05% Expense Ratio: 0.50%

#3

Vanguard Long-Term Bond Fund (VBLTX)

Performance (1-YR): 2.04% Expense Ratio: 0.20%

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Short-Term Bond

#1

Thompson Bond Fund (THOPX)

Performance (1-YR): 3.52% Expense Ratio: 0.78%

#2

BlackRock US Mortgage Portfolio (MSUMX)

Performance (1-YR): 1.77% Expense Ratio: 0.62%

#3

Vanguard Short-Term Corporate Bond Index Fund (VSTBX)

Performance (1-YR): 1.93% Expense Ratio: 0.09%

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Small Growth

#1

Loomis Sayles Small Cap Growth Fund (LSSIX)

Performance (1-YR): 43.28% Expense Ratio: 0.94%

#2

Artisan Small Cap Fund (ARTSX)

Performance (1-YR): 41.47% Expense Ratio: 1.41%

#3

PNC Multi Factor Small Cap Core (PLOAX)

Performance (1-YR): 38.19% Expense Ratio: 1.23%

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High Yield Bond

#1

PIA High Yield Fund (PHYSX)

Performance (1-YR): 8.56% Expense Ratio: 0.99%

#2

Rainier High Yield Fund (RAIHX)

Performance (1-YR): 8.11% Expense Ratio: 0.66%

#3

Loomis Sayles Institutional High Income Fund (LSHIX)

Performance (1-YR): 16.16% Expense Ratio: 0.68%

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Large Growth

#1

Delaware Pooled Large Cap Growth Equity Fund (DPLGX)

Performance (1-YR): 30.57% Expense Ratio: 0.65%

#2

T. Rowe Price Institutional Large Cap Growth Fund (TRLGX)

Performance (1-YR): 43.73% Expense Ratio: 0.57%

#3

RiverPark/Wedgewood Fund (RWGIX)

Performance (1-YR): 27.68% Expense Ratio: 0.88%

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Large Value

#1

Huber Capital Equity Income Fund (HULIX)

Performance (1-YR): 28.03% Expense Ratio: 1.49%

#2

Vanguard Equity Income Fund (VEIPX)

Performance (1-YR): 20.87% Expense Ratio: 0.30%

#3

Davenport Value & Income Fund (DVIPX)

Performance (1-YR): 22.38% Expense Ratio: 1.18%

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Small Value

#1

Small Cap Value Fund (SCAPX)

Performance (1-YR): 33.02% Expense Ratio: 0.95%

#2

Adirondack Small Cap Fund (ADKSX)

Performance (1-YR): 37.39% Expense Ratio: 1.49%

#3

Vanguard Small Cap Value Index Fund (VISVX)

Performance (1-YR): 28.44% Expense Ratio: 0.24%

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Financial

#1

Royce Financial Services Fund (RYFSX)

Performance (1-YR): 27.85% Expense Ratio: 1.54%

#2

Alpine Financial Services Fund (ADFSX)

Performance (1-YR): 34.58% Expense Ratio: 1.47%

#3

Emerald Banking and Finance Fund (HSSAX)

Performance (1-YR): 38.45% Expense Ratio: 1.84%

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Mid-Cap Growth

#1

Akre Focus Fund (AKRIX)

Performance (1-YR): 33.87% Expense Ratio: 1.11%

#2

PrimeCap Odyssey Aggressive Growth Fund (POAGX)

Performance (1-YR): 53.78% Expense Ratio: 0.65%

#3

T. Rowe Price Institutional Mid Cap Equity Growth Fund (PMEGX)

Performance (1-YR): 34.12% Expense Ratio: 0.62%

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Mid-Cap Value

#1

Putnam Equity Spectrum Fund (PYSAX)

Performance (1-YR): 45.33% Expense Ratio: 1.46%

#2

Harbor Mid Cap Value Fund (HAMVX)

Performance (1-YR): 33.50% Expense Ratio: 0.95%

#3

John Hancock Funds Disciplined Value Mid Cap Fund (JVMAX)

Performance (1-YR): 30.95% Expense Ratio: 1.27%

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World Bond

#1

PIMCO Foreign Bond Fund (U.S. Dollar-Hedged) (PFOAX)

Performance (1-YR): 1.60% Expense Ratio: 0.90%

#2

PIMCO Global Bond (USD-Hedged) Fund (PAIIX)

Performance (1-YR): 0.27% Expense Ratio: 0.90%

#3

DFA Five Year Global Fixed Income Portfolio (DFGBX)

Performance (1-YR): 0.70% Expense Ratio: 0.28%

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Retirement Income

#1

TIAA-CREF Lifecycle Retirement Income Fund (TLRIX)

Performance (1-YR): 9.73% Expense Ratio: 0.38%

#2

TIAA-CREF Lifecycle Index Retirement Income Fund (TRILX)

Performance (1-YR): 8.13% Expense Ratio: 0.16%

#3

T. Rowe Price Retirement Income Fund (TRRIX)

Performance (1-YR): 8.18% Expense Ratio: 0.57%

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Updated 03.05.2014

Top Performing Mutual Funds As of 03.05.2014

U.S. Global Investors Gold & Precious Metals Fund (USERX)

Commodities Funds | Equity Precious Metals

Total Return: 16.20%

U.S. Global Investors World Precious Minerals Fund (UNWPX)

Commodities Funds | Equity Precious Metals

Total Return: 15.32%

Morgan Stanley Institutional Asian Equity Portfolio (MEQPX)

International Funds | Pacific/Asia Ex-Japan Stk

Total Return: 14.82%

Firsthand Alternative Energy Fund (ALTEX)

Sector Funds | Technology

Total Return: 86.77%

Fidelity® Select Biotechnology Portfolio (FBIOX)

Sector Funds | Health

Total Return: 84.28%

Franklin Biotechnology Discovery Fund (FBDIX)

Sector Funds | Health

Total Return: 81.35%

Oceanstone Fund (OSFDX)

U.S. Stocks | Mid-Cap Value

Total Return: 55.80%

Fidelity® Select Automotive Portfolio (FSAVX)

Sector Funds | Consumer Cyclical

Total Return: 44.67%

PIMCO Variable Insurance Trust Real Estate Real Return Strategy Fund (PETAX)

Sector Funds | Real Estate

Total Return: 39.85%

* Annualized