The 100 Best Mutual Funds for the Long Term

May 19, 2010 RSS Feed Print
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SHORT-TERM BOND

Fund Name Total Net Assets ($ mil.) 3-year return 5-year return 10-year return Morningstar Risk Rating Expense Ratio
Lord Abbett Short-Duration Income 6,375 7.3% 5.6% 5.2% Above Average 0.68%
Thompson Plumb Bond 244 9.4% 7.2% 7.0% High 0.75%
Weitz Short-Intermediate Income 671 6.5% 5.3% 5.7% Average 0.69%
MassMutual Premier Short-Duration Bond 411 6.0% 5.3% 5.2% Average 0.56%
Delaware Limited-Term Diversified Income 1,758 7.2% 5.7% 5.6% Average 0.84%
USAA Short-Term Bond 1,512 5.6% 5.1% 4.1% Average 0.72%
Vanguard Short-Term Investment-Grade 35,812 4.9% 4.8% 5.0% Average 0.21%
Homestead Short-Term Bond 265 5.7% 5.1% 4.8% Average 0.80%
T. Rowe Price Short-Term Bond 4,679 5.1% 4.6% 4.9% Below Average 0.55%
Virtus Multi-Sector Short-Term Bond 2,636 5.5% 5.2% 6.0% High 1.12%

See more short-term bonds

INTERMEDIATE-TERM BOND

Fund Name Total Net Assets ($ mil.) 3-year return 5-year return 10-year return Morningstar Risk Rating Expense Ratio
TCW Total Return Bond 5,556 8.9% 7.5% 7.7% Below Average 0.44%
TCW Core Fixed Income 230 9.2% 6.9% 6.9% Average 0.44%
Delaware Diversified Income 6,739 9.0% 7.6% 9.2% Above Average 0.97%
USAA Income 2,464 6.5% 5.6% 6.3% Above Average 0.65%
Harbor Bond 6,816 8.9% 7.0% 7.4% Average 0.57%
Managers PIMCO Bond 1,229 8.7% 6.9% 7.4% Above Average 0.58%
Dodge & Cox Income 20,653 6.9% 6.0% 6.8% Average 0.43%
Vanguard Intermediate-Term Investment Grade 14,245 6.0% 5.4% 6.5% Above Average 0.21%
T. Rowe Price New Income 10,477 6.9% 5.9% 6.3% Average 0.67%
Earnest Partners Fixed Income 17 6.8% 5.9% 6.2% Average 0.40%
Tags:
funds,
mutual funds

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I still love you!

Darby of FL 1:15PM September 11, 2012

What happened to funds like Mutual shares that averaged 18 to 20% a year from 1949 to 1989 or there abouts. Did all the managers like Michael Price go into hedge funds or what? I can buy PM and MO and beat up on most of these funds. Where are the fund managers who really work at this instead of making MARKETING the most important job function.

cactus02 of IL 8:48PM August 28, 2012

The majority of these funds have pretty low returns over the past 3 or 5 years. They barely beat inflation. The ZillionZ fund has average annual returns of 17%. What are your criteria for picking these particular funds?

Joe Peagler of GA 12:40PM December 06, 2011

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