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.
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Balanced
AlternativeBalanced Mutual Fund Rankings
Aggressive Allocation
| #1 |
SAAT Moderate Strategy Allocation Fund (SXMAX) Performance (1-YR): 17.77% Expense Ratio: 1.38% |
| #2 |
Value Line Asset Allocation Fund (VLAAX) Performance (1-YR): 12.11% Expense Ratio: 1.22% |
| #3 |
Schwab MarketTrack Growth Portfolio (SWHGX) Performance (1-YR): 14.24% Expense Ratio: 0.65% |
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Conservative Allocation
| #1 |
James Balanced: Golden Rainbow Fund (GLRBX) Performance (1-YR): 11.17% Expense Ratio: 1.07% |
| #2 |
Bruce Fund (BRUFX) Performance (1-YR): 10.58% Expense Ratio: 0.81% |
| #2 |
Principal Global Div Inc Fund (PGBAX) Performance (1-YR): 14.66% Expense Ratio: 1.13% |
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Moderate Allocation
| #1 |
Mairs & Power Balanced Fund (MAPOX) Performance (1-YR): 15.77% Expense Ratio: 0.80% |
| #2 |
Buffalo Flexible Income Fund (BUFBX) Performance (1-YR): 14.15% Expense Ratio: 1.03% |
| #3 |
Villere Balanced Fund (VILLX) Performance (1-YR): 16.77% Expense Ratio: 1.00% |
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Retirement Income
| #1 |
TIAA-CREF Lifecycle Index Retirement Income Fund (TRILX) Performance (1-YR): 8.77% Expense Ratio: 0.17% |
| #2 |
TIAA-CREF Lifecycle Retirement Income Fund (TLRIX) Performance (1-YR): 9.45% Expense Ratio: 0.39% |
| #3 |
T. Rowe Price Retirement Income Fund (TRRIX) Performance (1-YR): 8.22% Expense Ratio: 0.57% |
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Target Date 2000-2010
| #1 |
TIAA-CREF Lifecycle Index 2010 Fund (TLTIX) Performance (1-YR): 9.74% Expense Ratio: 0.17% |
| #2 |
TIAA-CREF Lifecycle 2010 Retirement Fund (TCLEX) Performance (1-YR): 10.00% Expense Ratio: 0.66% |
| #3 |
Vanguard Target Retirement 2010 Fund (VTENX) Performance (1-YR): 8.99% Expense Ratio: 0.16% |
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Target Date 2011-2015
| #1 |
TIAA-CREF Lifecycle Index 2015 Fund (TLFIX) Performance (1-YR): 10.60% Expense Ratio: 0.17% |
| #2 |
TIAA-CREF Lifecycle 2015 Retirement Fund (TCLIX) Performance (1-YR): 10.81% Expense Ratio: 0.67% |
| #3 |
Vanguard Target Retirement 2015 Fund (VTXVX) Performance (1-YR): 10.54% Expense Ratio: 0.16% |
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Target Date 2016-2020
| #1 |
TIAA-CREF Lifecycle Index 2020 Fund (TLWIX) Performance (1-YR): 11.68% Expense Ratio: 0.17% |
| #2 |
Schwab Target 2020 Fund (SWCRX) Performance (1-YR): 11.34% Expense Ratio: 0.67% |
| #3 |
T. Rowe Price Retirement 2020 Fund (TRRBX) Performance (1-YR): 12.10% Expense Ratio: 0.70% |
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Target Date 2021-2025
| #1 |
Schwab Target 2025 Fund (SWHRX) Performance (1-YR): 12.53% Expense Ratio: 0.72% |
| #2 |
TIAA-CREF Lifecycle Index 2025 Fund (TLQIX) Performance (1-YR): 12.71% Expense Ratio: 0.17% |
| #3 |
Vanguard Target Retirement 2025 Fund (VTTVX) Performance (1-YR): 12.57% Expense Ratio: 0.17% |
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Target Date 2026-2030
| #1 |
Schwab Target 2030 Fund (SWDRX) Performance (1-YR): 13.51% Expense Ratio: 0.75% |
| #2 |
Vanguard Target Retirement 2030 Fund (VTHRX) Performance (1-YR): 13.52% Expense Ratio: 0.17% |
| #3 |
TIAA-CREF Lifecycle Index 2030 Fund (TLHIX) Performance (1-YR): 13.81% Expense Ratio: 0.17% |
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Target Date 2031-2035
| #1 |
Schwab Target 2035 Fund (SWIRX) Performance (1-YR): 14.40% Expense Ratio: 0.79% |
| #2 |
TIAA-CREF Lifecycle Index 2035 Fund (TLYIX) Performance (1-YR): 14.85% Expense Ratio: 0.17% |
| #3 |
Vanguard Target Retirement 2035 Fund (VTTHX) Performance (1-YR): 14.49% Expense Ratio: 0.18% |
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Target Date 2036-2040
| #1 |
Schwab Target 2040 Fund (SWERX) Performance (1-YR): 15.08% Expense Ratio: 0.81% |
| #2 |
Vanguard Target Retirement 2040 Fund (VFORX) Performance (1-YR): 14.97% Expense Ratio: 0.18% |
| #3 |
TIAA-CREF Lifecycle Index 2040 Fund (TLZIX) Performance (1-YR): 15.36% Expense Ratio: 0.17% |
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Target Date 2041-2045
| #1 |
TIAA-CREF Lifecycle Index 2045 Fund (TLXIX) Performance (1-YR): 15.43% Expense Ratio: 0.17% |
| #2 |
Vanguard Target Retirement 2045 Fund (VTIVX) Performance (1-YR): 15.03% Expense Ratio: 0.18% |
| #3 |
T. Rowe Price Retirement 2045 Fund (TRRKX) Performance (1-YR): 14.00% Expense Ratio: 0.78% |
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Target Date 2046-2050
| #1 |
TIAA-CREF Lifecycle Index 2050 Fund (TLLIX) Performance (1-YR): 15.35% Expense Ratio: 0.17% |
| #2 |
Vanguard Target Retirement 2050 Fund (VFIFX) Performance (1-YR): 15.04% Expense Ratio: 0.18% |
| #3 |
T. Rowe Price Retirement 2050 Fund (PARFX) Performance (1-YR): 13.76% Expense Ratio: 1.03% |
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Target Date 2051+
| #1 |
T. Rowe Price Retirement 2055 Fund (TRRNX) Performance (1-YR): 13.98% Expense Ratio: 0.78% |
| #2 |
Principal LifeTime 2055 Fund (LTFIX) Performance (1-YR): 14.51% Expense Ratio: 0.85% |
| #3 |
American Funds 2055 Target Date Retirement Fund (AAMTX) Performance (1-YR): 15.95% Expense Ratio: 0.79% |
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World Allocation
| #1 |
SAAT Conservative Strategy Allocation Fund (SMGAX) Performance (1-YR): 17.19% Expense Ratio: 1.38% |
| #2 |
GMO Strategic Opportunities Allocation Fund (GBATX) Performance (1-YR): 16.61% Expense Ratio: 0.51% |
| #3 |
Morgan Stanley Institutional Global Strategist Portfolio (MPBAX) Performance (1-YR): 14.21% Expense Ratio: 0.74% |
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Updated 05.03.2013
