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.

Aggressive Allocation

8.8

Columbia Thermostat Fund (CTFAX)

Performance (1-YR): 9.87% Expense Ratio: 1.29%

8.0

American Century One Choice Aggressive Fund (AOGIX)

Performance (1-YR): 4.75% Expense Ratio: 0.95%

7.9

SAAT Moderate Strategy Allocation Fund (SXMAX)

Performance (1-YR): 7.52% Expense Ratio: 1.37%

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Conservative Allocation

8.3

Vanguard Wellesley Income Fund (VWINX)

Performance (1-YR): 10.67% Expense Ratio: 0.25%

8.2

Hartford Balanced Income Fund (HBLAX)

Performance (1-YR): 10.10% Expense Ratio: 0.89%

8.1

Permanent Portfolio (PRPFX)

Performance (1-YR): 4.05% Expense Ratio: 0.77%

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Moderate Allocation

9.1

Tributary Balanced Fund (FOBAX)

Performance (1-YR): 8.89% Expense Ratio: 1.27%

8.9

Buffalo Flexible Income Fund (BUFBX)

Performance (1-YR): 9.15% Expense Ratio: 1.05%

8.9

Villere Balanced Fund (VILLX)

Performance (1-YR): 6.58% Expense Ratio: 0.99%

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Retirement Income

7.3

T. Rowe Price Retirement Income Fund (TRRIX)

Performance (1-YR): 4.57% Expense Ratio: 0.56%

7.1

Vanguard Target Retirement Income (VTINX)

Performance (1-YR): 7.11% Expense Ratio: 0.17%

6.6

TIAA-CREF Lifecycle Retirement Income Fund (TLRIX)

Performance (1-YR): 6.35% Expense Ratio: 0.38%

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Target-Date 2000-2010

7.9

Vanguard Target Retirement 2010 Fund (VTENX)

Performance (1-YR): 6.22% Expense Ratio: 0.17%

7.7

T. Rowe Price Retirement 2010 Fund (TRRAX)

Performance (1-YR): 4.69% Expense Ratio: 0.61%

7.5

T. Rowe Price Retirement 2005 Fund (TRRFX)

Performance (1-YR): 4.82% Expense Ratio: 0.58%

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Target-Date 2011-2015

8.2

Vanguard Target Retirement 2015 Fund (VTXVX)

Performance (1-YR): 5.51% Expense Ratio: 0.17%

8.2

T. Rowe Price Retirement 2015 Fund (TRRGX)

Performance (1-YR): 4.58% Expense Ratio: 0.65%

7.5

TIAA-CREF Lifecycle 2015 Retirement Fund (TCLIX)

Performance (1-YR): 5.18% Expense Ratio: 0.66%

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Target-Date 2016-2020

8.6

T. Rowe Price Retirement 2020 Fund (TRRBX)

Performance (1-YR): 4.35% Expense Ratio: 0.69%

8.2

Vanguard Target Retirement 2020 Fund (VTWNX)

Performance (1-YR): 4.97% Expense Ratio: 0.17%

8.0

Invesco Balanced-Risk Retirement 2020 Fund (AFTAX)

Performance (1-YR): 14.88% Expense Ratio: 1.04%

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Target-Date 2021-2025

8.4

T. Rowe Price Retirement 2025 Fund (TRRHX)

Performance (1-YR): 4.09% Expense Ratio: 0.72%

8.0

Vanguard Target Retirement 2025 Fund (VTTVX)

Performance (1-YR): 4.50% Expense Ratio: 0.18%

7.7

TIAA-CREF Lifecycle 2025 Retirement Fund (TCLFX)

Performance (1-YR): 4.19% Expense Ratio: 0.68%

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Target-Date 2026-2030

8.5

Vanguard Target Retirement 2030 Fund (VTHRX)

Performance (1-YR): 4.03% Expense Ratio: 0.18%

8.4

T. Rowe Price Retirement 2030 Fund (TRRCX)

Performance (1-YR): 3.89% Expense Ratio: 0.74%

8.2

Schwab Target 2030 Fund (SWDRX)

Performance (1-YR): 4.61% Expense Ratio: 0.77%

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Target-Date 2031-2035

8.8

T. Rowe Price Retirement 2035 Fund (TRRJX)

Performance (1-YR): 3.60% Expense Ratio: 0.76%

8.5

Vanguard Target Retirement 2035 Fund (VTTHX)

Performance (1-YR): 3.49% Expense Ratio: 0.19%

7.7

TIAA-CREF Lifecycle 2035 Retirement Fund (TCLRX)

Performance (1-YR): 3.17% Expense Ratio: 0.70%

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Target-Date 2036-2040

8.8

Schwab Target 2040 Fund (SWERX)

Performance (1-YR): 4.23% Expense Ratio: 0.84%

8.8

T. Rowe Price Retirement 2040 Fund (TRRDX)

Performance (1-YR): 3.62% Expense Ratio: 0.76%

8.4

Invesco Balanced-Risk Retirement 2040 Fund (TNDAX)

Performance (1-YR): 15.61% Expense Ratio: 1.04%

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Target-Date 2041-2045

8.7

T. Rowe Price Retirement 2045 Fund (TRRKX)

Performance (1-YR): 3.68% Expense Ratio: 0.76%

8.2

Vanguard Target Retirement 2045 Fund (VTIVX)

Performance (1-YR): 3.49% Expense Ratio: 0.19%

7.4

Wells Fargo Advantage Dow Jones Target 2045 Fund (WFQPX)

Performance (1-YR): 1.65% Expense Ratio: 0.52%

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Target-Date 2051+

8.9

T. Rowe Price Retirement 2050 Fund (PARFX)

Performance (1-YR): 3.45% Expense Ratio: 1.01%

8.8

T. Rowe Price Retirement 2055 Fund (TRRNX)

Performance (1-YR): 3.74% Expense Ratio: 0.76%

8.3

Invesco Balanced-Risk Retirement 2050 Fund (TNEAX)

Performance (1-YR): 15.62% Expense Ratio: 1.04%

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World Allocation

7.7

First Eagle Global Fund (SGENX)

Performance (1-YR): 4.89% Expense Ratio: 1.13%

7.7

Managers AMG FQ Global Essentials Fund (MMAFX)

Performance (1-YR): 9.05% Expense Ratio: 1.21%

7.6

UBS Global Frontier Fund (BGFAX)

Performance (1-YR): 4.21% Expense Ratio: 1.54%

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Updated 04.04.2012

Top Performing Mutual Funds as of 04.04.2012

ProFunds Short Precious Metals Fund (SPPIX)

U.S. Stocks | Bear Market

Total Return: 10.69%

Biondo Focus Fund (BFONX)

U.S. Stocks | Large Growth

Total Return: 8.84%

Tilson Focus Fund (TILFX)

U.S. Stocks | Mid-Cap Value

Total Return: 8.14%

PIMCO Extended Duration Fund (PEDIX)

Municipal Bond Funds | Long Government

Total Return: 43.47%

Vanguard Extended Duration Treasury Index Fund (VEDTX)

Municipal Bond Funds | Long Government

Total Return: 43.45%

Wasatch-Hoisington U.S. Treasury Fund (WHOSX)

Municipal Bond Funds | Long Government

Total Return: 32.82%

Oceanstone Fund (OSFDX)

U.S. Stocks | Small Value

Total Return: 42.14%

Reynolds Blue Chip Growth Fund (RBCGX)

U.S. Stocks | Large Growth

Total Return: 14.72%

Berkshire Focus Fund (BFOCX)

Sector Funds | Technology

Total Return: 14.49%

* annualized