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

LKCM Balanced Fund (LKBAX)

Performance (1-YR): 17.84% Expense Ratio: 0.80%

#2

Wells Fargo Advantage Index Asset Allocation Fund (SFAAX)

Performance (1-YR): 19.03% Expense Ratio: 1.15%

#3

American Century One Choice Aggressive Fund (AOGIX)

Performance (1-YR): 19.25% Expense Ratio: 0.98%

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Conservative Allocation

#1

USAA Growth and Tax Strategy Portfolio (USBLX)

Performance (1-YR): 14.72% Expense Ratio: 0.97%

#2

Vanguard Tax Managed Balanced Fund (VTMFX)

Performance (1-YR): 15.12% Expense Ratio: 0.12%

#3

Berwyn Income Fund (BERIX)

Performance (1-YR): 14.83% Expense Ratio: 0.66%

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Moderate Allocation

#1

Bruce Fund (BRUFX)

Performance (1-YR): 31.64% Expense Ratio: 0.78%

#2

Osterweis Strategic Investment Fund (OSTVX)

Performance (1-YR): 20.28% Expense Ratio: 1.15%

#3

AMG Chicago Equity Partners Balanced Fund (MBEYX)

Performance (1-YR): 16.96% Expense Ratio: 0.84%

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Retirement Income

#1

TIAA-CREF Lifecycle Retirement Income Fund (TLRIX)

Performance (1-YR): 12.27% Expense Ratio: 0.38%

#2

T. Rowe Price Retirement Income Fund (TRRIX)

Performance (1-YR): 11.78% Expense Ratio: 0.57%

#3

Vanguard Target Retirement Income (VTINX)

Performance (1-YR): 9.73% Expense Ratio: 0.16%

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World Allocation

#1

GMO Strategic Opportunities Allocation Fund (GBATX)

Performance (1-YR): 20.40% Expense Ratio: 0.55%

#2

American Funds Global Balanced Fund (CBFAX)

Performance (1-YR): 18.76% Expense Ratio: 1.00%

#3

Morgan Stanley Institutional Global Strategist Portfolio (MBAAX)

Performance (1-YR): 15.53% Expense Ratio: 1.09%

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Updated 07.03.2014

Top Performing Mutual Funds As of 07.03.2014

Van Eck International Investors Gold Fund (INIVX)

Commodities Funds | Equity Precious Metals

Total Return: 21.74%

U.S. Global Investors Gold & Precious Metals Fund (USERX)

Commodities Funds | Equity Precious Metals

Total Return: 20.41%

Tocqueville Gold Fund (TGLDX)

Commodities Funds | Equity Precious Metals

Total Return: 19.99%

ProFunds Oil Equipment Service & Distribution Fund (OEPIX)

Sector Funds | Equity Energy

Total Return: 63.26%

Firsthand Alternative Energy Fund (ALTEX)

Sector Funds | Technology

Total Return: 53.08%

T. Rowe Price Global Technology Fund (PRGTX)

Sector Funds | Technology

Total Return: 51.65%

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

Sector Funds | Real Estate

Total Return: 31.50%

AMG SouthernSun Small Cap Fund (SSSFX)

U.S. Stocks | Small Blend

Total Return: 30.47%

Hodges Small Cap Fund (HDPSX)

U.S. Stocks | Small Blend

Total Return: 30.04%

* Annualized