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.
Balanced Mutual Fund Rankings
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