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

#1

SEI Asset Allocation Trust Moderate Strategy Allocation Fund (SXMAX)

Performance (1-YR): 18.59% Expense Ratio: 1.38%

#2

Schwab MarketTrack Growth Portfolio (SWHGX)

Performance (1-YR): 19.43% Expense Ratio: 0.66%

#2

SEI Institutional Investments Trust Dynamic Asset Allocation Fund (SDLAX)

Performance (1-YR): 21.71% Expense Ratio: 0.13%

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Conservative Allocation

#1

Bruce Fund (BRUFX)

Performance (1-YR): 21.46% Expense Ratio: 0.78%

#2

Vanguard Wellesley® Income Fund (VWINX)

Performance (1-YR): 8.12% Expense Ratio: 0.25%

#3

Federated Capital Income Fund (CAPAX)

Performance (1-YR): 11.45% Expense Ratio: 0.90%

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Moderate Allocation

#1

Buffalo Flexible Income Fund (BUFBX)

Performance (1-YR): 11.44% Expense Ratio: 1.04%

#2

John Hancock II Core Diversified Growth & Income Fund (JADOX)

Performance (1-YR): 16.72% Expense Ratio: 0.59%

#3

Schwab Balanced Fund (SWOBX)

Performance (1-YR): 15.74% Expense Ratio: 0.63%

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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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Target Date 2000-2010

#1

TIAA-CREF Lifecycle Index 2010 Fund (TLTIX)

Performance (1-YR): 9.86% Expense Ratio: 0.16%

#2

TIAA-CREF Lifecycle 2010 Retirement Fund (TCLEX)

Performance (1-YR): 11.08% Expense Ratio: 0.65%

#3

T. Rowe Price Retirement 2005 Fund (TRRFX)

Performance (1-YR): 8.93% Expense Ratio: 0.59%

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Target Date 2011-2015

#1

TIAA-CREF Lifecycle Index 2015 Fund (TLFIX)

Performance (1-YR): 11.46% Expense Ratio: 0.17%

#2

T. Rowe Price Retirement 2015 Fund (TRRGX)

Performance (1-YR): 13.50% Expense Ratio: 0.65%

#3

TIAA-CREF Lifecycle 2015 Retirement Fund (TCLIX)

Performance (1-YR): 12.55% Expense Ratio: 0.66%

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Target Date 2016-2020

#1

TIAA-CREF Lifecycle Index 2020 Fund (TLWIX)

Performance (1-YR): 13.49% Expense Ratio: 0.16%

#2

T. Rowe Price Retirement 2020 Fund (TRRBX)

Performance (1-YR): 15.99% Expense Ratio: 0.69%

#3

American Funds 2020 Target Date Retirement Fund® (AACTX)

Performance (1-YR): 16.21% Expense Ratio: 0.73%

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Target Date 2021-2025

#1

T. Rowe Price Retirement 2025 Fund (TRRHX)

Performance (1-YR): 18.30% Expense Ratio: 0.72%

#2

Schwab Target 2025 Fund (SWHRX)

Performance (1-YR): 16.24% Expense Ratio: 0.71%

#3

TIAA-CREF Lifecycle Index 2025 Fund (TLQIX)

Performance (1-YR): 15.51% Expense Ratio: 0.16%

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Target Date 2026-2030

#1

T. Rowe Price Retirement 2030 Fund (TRRCX)

Performance (1-YR): 20.23% Expense Ratio: 0.75%

#2

Schwab Target 2030 Fund (SWDRX)

Performance (1-YR): 18.11% Expense Ratio: 0.74%

#3

TIAA-CREF Lifecycle 2030 Retirement Fund (TCLNX)

Performance (1-YR): 18.93% Expense Ratio: 0.70%

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Target Date 2031-2035

#1

TIAA-CREF Lifecycle Index 2035 Fund (TLYIX)

Performance (1-YR): 19.42% Expense Ratio: 0.16%

#2

T. Rowe Price Retirement 2035 Fund (TRRJX)

Performance (1-YR): 21.78% Expense Ratio: 0.77%

#3

Schwab Target 2035 Fund (SWIRX)

Performance (1-YR): 19.90% Expense Ratio: 0.78%

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Target Date 2036-2040

#1

TIAA-CREF Lifecycle Index 2040 Fund (TLZIX)

Performance (1-YR): 20.59% Expense Ratio: 0.16%

#1

T. Rowe Price Retirement 2040 Fund (TRRDX)

Performance (1-YR): 22.74% Expense Ratio: 0.78%

#3

Vanguard Target Retirement 2040 Fund (VFORX)

Performance (1-YR): 20.11% Expense Ratio: 0.18%

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Target Date 2041-2045

#1

TIAA-CREF Lifecycle Index 2045 Fund (TLXIX)

Performance (1-YR): 20.61% Expense Ratio: 0.16%

#2

T. Rowe Price Retirement 2045 Fund (TRRKX)

Performance (1-YR): 22.75% Expense Ratio: 0.78%

#3

Vanguard Target Retirement 2045 Fund (VTIVX)

Performance (1-YR): 20.05% Expense Ratio: 0.18%

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Target Date 2046-2050

#1

TIAA-CREF Lifecycle Index 2050 Fund (TLLIX)

Performance (1-YR): 20.62% Expense Ratio: 0.16%

#1

T. Rowe Price Retirement 2050 Fund (PARFX)

Performance (1-YR): 22.35% Expense Ratio: 1.03%

#3

Vanguard Target Retirement 2050 Fund (VFIFX)

Performance (1-YR): 20.06% Expense Ratio: 0.18%

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Target Date 2051+

#1

T. Rowe Price Retirement 2055 Fund (TRRNX)

Performance (1-YR): 22.70% Expense Ratio: 0.78%

#2

American Funds 2055 Target Date Retirement Fund® (AAMTX)

Performance (1-YR): 22.76% Expense Ratio: 0.79%

#3

Vanguard Target Retirement 2055 Fund (VFFVX)

Performance (1-YR): 20.08% Expense Ratio: 0.18%

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World Allocation

#1

GMO Strategic Opportunities Allocation Fund (GBATX)

Performance (1-YR): 17.19% Expense Ratio: 0.55%

#2

Morgan Stanley Institutional Global Strategist Portfolio (MBAAX)

Performance (1-YR): 15.73% Expense Ratio: 1.09%

#3

Highland Global Allocation Fund (HCOAX)

Performance (1-YR): 31.10% Expense Ratio: 1.16%

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Updated 03.05.2014