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): 0.04% Expense Ratio: 0.83%

#2

PIMCO Long Duration Total Return Fund (PLRIX)

Performance (1-YR): 1.46% Expense Ratio: 0.50%

#3

Vanguard Long-Term Bond Fund (VBLTX)

Performance (1-YR): 1.25% Expense Ratio: 0.20%

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Short-Term Bond

#1

Thompson Bond Fund (THOPX)

Performance (1-YR): 3.18% Expense Ratio: 0.78%

#2

BlackRock US Mortgage Portfolio (MSUMX)

Performance (1-YR): 1.43% Expense Ratio: 0.62%

#3

Vanguard Short-Term Corporate Bond Index Fund (VSTBX)

Performance (1-YR): 1.61% Expense Ratio: 0.09%

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Small Growth

#1

PNC Multi Factor Small Cap Core (PLOAX)

Performance (1-YR): 29.30% Expense Ratio: 1.23%

#2

Loomis Sayles Small Cap Growth Fund (LSSIX)

Performance (1-YR): 31.74% Expense Ratio: 0.94%

#3

Vanguard Explorer Fund (VEXPX)

Performance (1-YR): 29.26% Expense Ratio: 0.51%

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High Yield Bond

#1

Loomis Sayles Institutional High Income Fund (LSHIX)

Performance (1-YR): 14.36% Expense Ratio: 0.68%

#2

PIA High Yield Fund (PHYSX)

Performance (1-YR): 8.01% Expense Ratio: 0.98%

#3

USAA High Income Fund (USHYX)

Performance (1-YR): 7.83% Expense Ratio: 0.95%

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Large Growth

#1

Touchstone Sands Capital Institutional Growth Fund (CISGX)

Performance (1-YR): 32.72% Expense Ratio: 0.79%

#2

Delaware Pooled Large Cap Growth Equity Fund (DPLGX)

Performance (1-YR): 22.28% Expense Ratio: 0.65%

#2

Fidelity® New Millennium Fund® (FMILX)

Performance (1-YR): 28.37% Expense Ratio: 0.91%

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Large Value

#1

Vanguard Equity Income Fund (VEIPX)

Performance (1-YR): 19.65% Expense Ratio: 0.30%

#2

Becker Value Equity Fund (BVEFX)

Performance (1-YR): 25.71% Expense Ratio: 0.93%

#2

Northern Large Cap Core Fund (NOLCX)

Performance (1-YR): 25.32% Expense Ratio: 0.62%

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Small Value

#1

Small Cap Value Fund (SCAPX)

Performance (1-YR): 28.53% Expense Ratio: 0.95%

#2

Vanguard Small Cap Value Index Fund (VISVX)

Performance (1-YR): 24.49% Expense Ratio: 0.24%

#3

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

Performance (1-YR): 27.75% Expense Ratio: 0.44%

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Financial

#1

Alpine Financial Services Fund (ADFSX)

Performance (1-YR): 31.56% Expense Ratio: 1.47%

#2

Emerald Banking and Finance Fund (HSSAX)

Performance (1-YR): 36.39% Expense Ratio: 1.84%

#3

Royce Financial Services Fund (RYFSX)

Performance (1-YR): 26.26% Expense Ratio: 1.54%

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Mid-Cap Growth

#1

Nicholas Fund (NICSX)

Performance (1-YR): 24.78% Expense Ratio: 0.75%

#2

Akre Focus Fund (AKRIX)

Performance (1-YR): 26.18% Expense Ratio: 1.11%

#3

Davenport Equity Opportunities Fund (DEOPX)

Performance (1-YR): 21.57% Expense Ratio: 1.01%

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Mid-Cap Value

#1

Putnam Equity Spectrum Fund (PYSAX)

Performance (1-YR): 39.62% Expense Ratio: 1.46%

#2

John Hancock Funds Disciplined Value Mid Cap Fund (JVMAX)

Performance (1-YR): 28.30% Expense Ratio: 1.27%

#3

Harbor Mid Cap Value Fund (HAMVX)

Performance (1-YR): 30.86% Expense Ratio: 0.93%

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World Bond

#1

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

Performance (1-YR): 1.49% Expense Ratio: 0.90%

#2

GMO Global Bond Fund (GMGBX)

Performance (1-YR): 1.66% Expense Ratio: 0.43%

#3

Morgan Stanley Global Fixed Income Opportunities Fund (DINAX)

Performance (1-YR): 6.04% Expense Ratio: 1.22%

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Retirement Income

#1

TIAA-CREF Lifecycle Retirement Income Fund (TLRIX)

Performance (1-YR): 7.91% Expense Ratio: 0.38%

#2

TIAA-CREF Lifecycle Index Retirement Income Fund (TRILX)

Performance (1-YR): 6.72% Expense Ratio: 0.16%

#3

T. Rowe Price Retirement Income Fund (TRRIX)

Performance (1-YR): 7.13% Expense Ratio: 0.57%

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Updated 04.22.2014

Top Performing Mutual Funds As of 04.22.2014

Catalyst Insider Long/Short Fund (CIAAX)

U.S. Stocks | Long/Short Equity

Total Return: 14.10%

Matthews India Fund (MINDX)

International Funds | India Equity

Total Return: 13.10%

Dreyfus India Fund (DIIAX)

International Funds | India Equity

Total Return: 11.64%

Firsthand Alternative Energy Fund (ALTEX)

Sector Funds | Technology

Total Return: 90.28%

Guinness Atkinson Alternative Energy Fund (GAAEX)

Sector Funds | Equity Energy

Total Return: 62.31%

Lord Abbett Micro Cap Growth Fund (LMIYX)

U.S. Stocks | Small Growth

Total Return: 58.17%

Oceanstone Fund (OSFDX)

U.S. Stocks | Mid-Cap Value

Total Return: 50.50%

Fidelity® Select Automotive Portfolio (FSAVX)

Sector Funds | Consumer Cyclical

Total Return: 38.80%

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

Sector Funds | Real Estate

Total Return: 37.05%

* Annualized