Recommended board · model v1.0
Top-scored mutual funds right now
Funds common in 401(k)s and IRAs, ranked on benchmark record, fees, stability and manager tenure. See how past picks performed.
57 of 60 mutual funds rated · 3 not rated · updates: once daily
78
No. 1 on the Mutual funds board
AHUVX
Ashgrove Total Bond Index Fund
$65.93-0.29% today
A record of beating its benchmark and low volatility.
Bond index
1Y+6.5%
3Y ann.+8.6%
Volatility5%
74
No. 2 on the Mutual funds board
HLAFX
Harwell Balanced Fund
$62.45-0.27% today
A record of beating its benchmark and a long-tenured manager.
Allocation
1Y+23.1%
3Y ann.+3.4%
Volatility12%
73
No. 3 on the Mutual funds board
LDOEX
Larkspur Total Bond Index Fund
$128.67+0.21% today
Low fees and a long-tenured manager; held back by a weak price trend.
Bond index
1Y-1.4%
3Y ann.+2.8%
Volatility5%
Top 5 vs the board average growth of $10,000 over 1 year
AHUVXHLAFXLDOEXTIUNXCIDNXBoard average
3 of 5 beat the board average (+7%). Past performance of today’s top 5; momentum is part of the score, so recent winners tend to rank high.
Full ranking
Top 10 mutual funds
Ranked after scoring every eligible mutual fund on the board (57 rated in this sample).
| ★ | 1Y trend | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AHUVXAshgrove Total Bond Index Fund | $65.93 | -0.29% | +6.5% | +8.6% | 5% | 1966 | |||
| 2 | HLAFXHarwell Balanced Fund | $62.45 | -0.27% | +23.1% | +3.4% | 12% | 2010 | |||
| 3 | LDOEXLarkspur Total Bond Index Fund | $128.67 | +0.21% | -1.4% | +2.8% | 5% | 1967 | |||
| 4 | TIUNXTidewell 500 Index Fund | $80.48 | +0.05% | +37.2% | +34.9% | 18% | 1971 | |||
| 5 | CIDNXCopperfield 500 Index Fund | $75.49 | +1.57% | +18.7% | +16.4% | 16% | 1970 | |||
| 5 more in this list. Pro shows every rank, holder and headline. See plans | ||||||||||
Not rated kept out of rankings until the issue clears
- LKRXX Larkspur 500 Index Fund · Closed and merging into another fund
- STNDX Summit Ridge Target Date 2045 Fund · Closed and merging into another fund
- TWLIX Tidewell Value Fund · Closed and merging into another fund
Eligibility: At least $25M in assets and 1 year of returns, open, not merging.