August 13, 2014

Best Mutual Funds List

MEPB Financial Mutual Fund Review provides a diverse selection from variety of investment and financial analysis from more than 6,000 mutual funds. We review rankings from Morningstar, Lipper, Zacks, TheStreet.com, U.S. News, and Standard & Poor’s. You can learn from our methodology from variety of our previous articles.

These best mutual funds are selected based on its performance, fee, management, investment style. You can find the fund list below.

Most Popular Mutual Funds Rankings

Short Term Bond

    Best Mutual Funds
  1. Thompson Bond Fund (THOPX) - Performance 1 Year: 4.38% Expense Ratio: 0.74%
  2. Frost Total Return Bond Fund (FATRX) - Performance 1-Yr: 5.96% Expense Ratio: 0.74%
  3. Vanguard Short Term Investment Grade Fund (VFSTX) - Performance 1-Yr: 2.64% Expense Ratio: 0.20%
  4. Metropolitan West Low Duration Bond Fund (MWLDX) - Performance 1-Yr: 2.03% Expense Ratio: 0.57%

Long Term Bond

  1. PIMCO Long Duration Total Return Fund (PLRIX) - Performance 1-Yr: 12.77% Expense Ratio: 0.50%
  2. Vanguard Long-Term Bond Index Fund (VBLTX) - Performance 1-Yr: 12.34% Expense Ratio: 0.20%
  3. SEI Institutional Investments Trust Long Duration Fund (LDRAX) - Performance 1-Yr: 11.28% Expense Ratio: 0.16%

High Yield Bond

  1. USAA High Income Fund (USHYX) - Performance 1-Yr: 9.23% Expense Ratio: 0.94%
  2. T. Rowe Price High Yield Fund (PRHYX) - Performance 1-Yr: 8.39% Expense Ratio: 0.75%
  3. Fidelity Capital and Income Fund (FAGIX) - Performance 1-Yr: 11.75% Expense Ratio: 0.71%
  4. Lord Abbett High Yield Fund (LHYAX) - Performance 1-Yr: 9.48% Expense Ratio: 0.95%

World Bond

  1. T. Rowe Price Strategic Income Fund (PRSAX) - Performance 1-Yr: 6.27% Expense Ratio: 0.86%
  2. PIMCO Foreign Bond Fund (U.S. Dollar-Hedged) (PFOAX) - Performance 1-Yr: 6.77% Expense Ratio: 0.90%
  3. GuideStone Funds Global Bond Fund (GGBFX) - Performance 1-Yr: 7.06% Expense Ratio: 0.80%
  4. AMG Managers Global Income Opportunity Fund (MGGBX) - Performance 1-Yr: 5.77% Expense Ratio: 0.91%

Small Growth

  1. T. Rowe Price New Horizons Fund (PRNHX) - Performance 1-Yr: 13.23% Expense Ratio: 0.80%
  2. Wasatch Small Cap Value Fund (WMCVX) - Performance 1-Yr: 15.22% Expense Ratio: 1.26%
  3. T. Rowe Price Diversified Small Cap Growth Fund (PRDSX) - Performance 1-Yr: 12.91% Expense Ratio: 0.82%
  4. AMG GW&K Small Cap Core Fund (GWETX) - Performance 1-Yr: 7.66% Expense Ratio: 1.37%

Small Value

  1. DFA U.S. Small Cap Value Portfolio (DFSVX) - Performance 1-Yr: 12.16% Expense Ratio: 0.52%
  2. Invesco Small Cap Value Fund (VSCAX) - Performance 1-Yr: 14.28% Expense Ratio: 1.11%
  3. Adirondack Small Cap Fund (ADKSX) - Performance 1-Yr: 11.58% Expense Ratio: 1.41%
  4. Bridgeway Ultra Small Company Fund (BRUSX) - Performance 1-Yr: 9.92% Expense Ratio: 1.17%

Large Growth

  1. Vanguard PrimeCap Fund (VPMCX) - Performance 1-Yr: 22.44% Expense Ratio: 0.45%
  2. Guinness Atkinson Global Innovators Fund (IWIRX) - Performance 1-Yr: 27.6% Expense Ratio: 1.46%
  3. Fidelity Large Cap Growth Enhanced Index Fund (FLGEX) - Performance 1-Yr: 18.94% Expense Ratio: 0.45%
  4. Matthew 25 Fund (MXXVX) - Performance 1-Yr: 18.32% Expense Ratio: 1.06%
  5. Sequoia Fund (SEQUX) - Performance 1-Yr: 7.08% Expense Ratio: 1.00%

Large Value

  1. Vanguard U.S. Value Fund (VUVLX) - Performance 1-Yr: 15.50% Expense Ratio: 0.29%
  2. Becker Value Equity Fund (BVEFX) - Performance 1-Yr: 16.18% Expense Ratio: 0.93%
  3. Vanguard Windsor Fund (VWNDX) - Performance 1-Yr: 15.02% Expense Ratio: 0.37%
  4. LSV Value Equity Fund (LSVEX) - Performance 1-Yr: 18.08% Expense Ratio: 0.65%
  5. Fidelity Large Cap Value Enhanced Index Fund (FLVEX) - Performance 1-Yr: 16.03% Expense Ratio: 0.45%

Mid Cap Growth

  1. Akre Focus Fund (AKRIX) - Performance 1-Yr: 16.01% Expense Ratio: 1.11%
  2. Nicholas Fund (NICSX) - Performance 1-Yr: 17.34% Expense Ratio: 0.73%
  3. PrimeCap Odyssey Aggressive Growth Fund (POAGX) - Performance 1-Yr: 18.43% Expense Ratio: 0.64%
  4. Fidelity Mid-Cap Stock Fund (FMCSX) - Performance 1-Yr: 14.51% Expense Ratio: 0.78%
  5. Baron Partners Fund (BPTRX) - Performance 1-Yr: 17.28% Expense Ratio: 1.38%

Mid Cap Value

  1. Vanguard Selected Value Fund (VASVX) - Performance 1-Yr: 16.73% Expense Ratio: 0.43%
  2. Nicholas Equity Income Fund (NSEIX) - Performance 1-Yr: 12.91% Expense Ratio: 0.72%
  3. Harbor Mid Cap Value Fund (HAMVX) - Performance 1-Yr: 18.89% Expense Ratio: 0.93%
  4. DFA U.S. Vector Equity Fund (DFVEX) - Performance 1-Yr: 14.67% Expense Ratio: 0.32%
  5. Fidelity Value Fund (FDVLX) - Performance 1-Yr: 17.43% Expense Ratio: 0.65%

Retirement Income

  1. T. Rowe Price Retirement Income Fund (TRRIX) - Performance 1-Yr: 7.66% Expense Ratio: 0.57%
  2. Vanguard Target Retirement Income Fund (VTINX) - Performance 1-Yr: 6.85% Expense Ratio: 0.16%
  3. TIAA-CREF Lifecycle Retirement Income Fund (TLRIX) - Performance 1-Yr: 7.70% Expense Ratio: 0.38%
  4. USAA Target Retirement Income Fund (URINX) - Performance 1-Yr: 6.85% Expense Ratio: 0.68%

Conservative Allocation

  1. Vanguard Tax Managed Balanced Fund (VTMFX) - Performance 1-Yr: 11.55% Expense Ratio: 0.12%
  2. USAA Growth and Tax Strategy Portfolio (USBLX) - Performance 1-Yr: 11.72% Expense Ratio: 0.92%
  3. Berwyn Income Fund (BERIX) - Performance 1-Yr: 10.25% Expense Ratio: 0.63%
  4. T. Rowe Price Personal Strategy Income Fund (PRSIX) - Performance 1-Yr: 9.17% Expense Ratio: 0.45%
  5. Franklin Income Fund (FKINX) - Performance 1-Yr: 13.29% Expense Ratio: 0.62%

Moderate Allocation

  1. T. Rowe Price Capital Appreciation Fund (PRWCX) - Performance 1-Yr: 12.32% Expense Ratio: 0.71%
  2. Dodge & Cox Balanced Fund (DODBX) - Performance 1-Yr: 14.40% Expense Ratio: 0.53%
  3. Bruce Fund (BRUFX) - Performance 1-Yr: 20.75% Expense Ratio: 0.75%
  4. Fidelity Balanced Fund (FBALX) - Performance 1-Yr: 12.80% Expense Ratio: 0.57%
  5. Osterweis Strategic Investment Fund (OSTVX) - Performance 1-Yr: 11.40% Expense Ratio: 1.15%

High Yield Muni

  1. T. Rowe Price Tax Free High Yield Fund (PRFHX) - Performance 1-Yr: 11.19% Expense Ratio: 0.68%
  2. American High-Income Municipal Bond Fund (AMHIX) - Performance 1-Yr: 10.81% Expense Ratio: 0.69%
  3. SIT Tax Free Income Fund (SNTIX) - Performance 1-Yr: 12.69% Expense Ratio: 0.80%
  4. Nuveen High Yield Municipal Bond Fund (NHMAX) - Performance 1-Yr: 15.46% Expense Ratio: 0.79%
Updated on 08/13/2014
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