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

PIMCO Long Duration Total Return Fund (PLRIX)

Performance (1-YR): 10.96% Expense Ratio: 0.50%

#2

SEI Institutional Investments Trust Long Duration Fund (LDRAX)

Performance (1-YR): 9.61% Expense Ratio: 0.15%

#3

Archer Income Fund (ARINX)

Performance (1-YR): 5.04% Expense Ratio: 1.26%

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Short-Term Bond

#1

Frost Total Return Bond Fund (FATRX)

Performance (1-YR): 6.80% Expense Ratio: 0.74%

#2

Thompson Bond Fund (THOPX)

Performance (1-YR): 5.98% Expense Ratio: 0.74%

#3

Federated Short-Intermediate Total Return Bond Fund (FGCIX)

Performance (1-YR): 5.54% Expense Ratio: 0.36%

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Small Growth

#1

Wasatch Small Cap Value Fund (WMCVX)

Performance (1-YR): 30.51% Expense Ratio: 1.27%

#2

AQR Small Cap Momentum Fund (ASMOX)

Performance (1-YR): 24.90% Expense Ratio: 0.77%

#3

T. Rowe Price New Horizons Fund (PRNHX)

Performance (1-YR): 28.08% Expense Ratio: 0.80%

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High Yield Bond

#1

Loomis Sayles Institutional High Income Fund (LSHIX)

Performance (1-YR): 17.71% Expense Ratio: 0.68%

#2

Third Avenue Focused Credit Fund (TFCIX)

Performance (1-YR): 20.25% Expense Ratio: 0.91%

#2

USAA High Income Fund (USHYX)

Performance (1-YR): 12.01% Expense Ratio: 0.95%

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Large Growth

#1

Delaware Pooled Large Cap Growth Equity Fund (DPLGX)

Performance (1-YR): 28.35% Expense Ratio: 0.65%

#2

Guinness Atkinson Global Innovators Fund (IWIRX)

Performance (1-YR): 37.01% Expense Ratio: 1.47%

#3

Vanguard PrimeCap Fund (VPMCX)

Performance (1-YR): 30.34% Expense Ratio: 0.45%

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Large Value

#1

Becker Value Equity Fund (BVEFX)

Performance (1-YR): 26.00% Expense Ratio: 0.93%

#2

Vanguard U.S. Value Fund (VUVLX)

Performance (1-YR): 25.57% Expense Ratio: 0.30%

#3

Vanguard Windsor™ Fund (VWNDX)

Performance (1-YR): 26.27% Expense Ratio: 0.37%

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Small Value

#1

DFA Tax Managed U.S. Targeted Value Portfolio (DTMVX)

Performance (1-YR): 28.20% Expense Ratio: 0.44%

#2

DFA U.S. Small Cap Value Portfolio (DFSVX)

Performance (1-YR): 26.42% Expense Ratio: 0.52%

#3

Invesco Small Cap Value (VSCAX)

Performance (1-YR): 30.72% Expense Ratio: 1.15%

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Financial

#1

Royce Financial Services Fund (RYFSX)

Performance (1-YR): 23.76% Expense Ratio: 1.57%

#2

Fidelity® Select Insurance Portfolio (FSPCX)

Performance (1-YR): 20.87% Expense Ratio: 0.83%

#3

Emerald Banking and Finance Fund (HSSAX)

Performance (1-YR): 29.21% Expense Ratio: 1.84%

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Mid-Cap Growth

#1

Nicholas Fund (NICSX)

Performance (1-YR): 28.82% Expense Ratio: 0.75%

#2

PrimeCap Odyssey Aggressive Growth Fund (POAGX)

Performance (1-YR): 33.08% Expense Ratio: 0.65%

#3

Akre Focus Fund (AKRIX)

Performance (1-YR): 23.05% Expense Ratio: 1.11%

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Mid-Cap Value

#1

Harbor Mid Cap Value Fund (HAMVX)

Performance (1-YR): 30.83% Expense Ratio: 0.93%

#2

American Century Investments NT Mid Cap Value Fund (ACLMX)

Performance (1-YR): 24.37% Expense Ratio: 0.81%

#3

Nicholas Equity Income Fund (NSEIX)

Performance (1-YR): 22.67% Expense Ratio: 0.76%

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World Bond

#1

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

Performance (1-YR): 7.00% Expense Ratio: 0.90%

#2

T. Rowe Price Strategic Income Fund (PRSAX)

Performance (1-YR): 7.71% Expense Ratio: 0.95%

#3

GuideStone Funds Global Bond Fund (GGBFX)

Performance (1-YR): 9.27% Expense Ratio: 0.82%

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Retirement Income

#1

TIAA-CREF Lifecycle Retirement Income Fund (TLRIX)

Performance (1-YR): 12.27% Expense Ratio: 0.38%

#2

T. Rowe Price Retirement Income Fund (TRRIX)

Performance (1-YR): 11.78% Expense Ratio: 0.57%

#3

Vanguard Target Retirement Income (VTINX)

Performance (1-YR): 9.73% Expense Ratio: 0.16%

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Updated 07.03.2014

Top Performing Mutual Funds As of 07.03.2014

Van Eck International Investors Gold Fund (INIVX)

Commodities Funds | Equity Precious Metals

Total Return: 21.74%

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

Commodities Funds | Equity Precious Metals

Total Return: 20.41%

Tocqueville Gold Fund (TGLDX)

Commodities Funds | Equity Precious Metals

Total Return: 19.99%

ProFunds Oil Equipment Service & Distribution Fund (OEPIX)

Sector Funds | Equity Energy

Total Return: 63.26%

Firsthand Alternative Energy Fund (ALTEX)

Sector Funds | Technology

Total Return: 53.08%

T. Rowe Price Global Technology Fund (PRGTX)

Sector Funds | Technology

Total Return: 51.65%

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

Sector Funds | Real Estate

Total Return: 31.50%

AMG SouthernSun Small Cap Fund (SSSFX)

U.S. Stocks | Small Blend

Total Return: 30.47%

Hodges Small Cap Fund (HDPSX)

U.S. Stocks | Small Blend

Total Return: 30.04%

* Annualized