Top Mutual FundsMost Vanguard retirement plan products are index funds. The funds are passively managed and tracking its indices such as S&P 500 index, bond index, etc. Vanguard also provides many actively managed funds; you can find some the best active mutual funds in this list as well.
Like all Vanguard funds, these actively managed funds carry extraordinarily low expense ratios. Low fees aside, we wondered how good these funds really are, so we analyzed them.
Vanguard’s best 401k funds are:
- Vanguard PrimeCap Fund (VPMCX)
- Vanguard Balanced Index Fund (VBINX)
- Vanguard Total International Stock Index Fund (VGTSX)
- Vanguard Total Bond Market Index Fund (VBMFX)
- Vanguard 500 Index Fund (VFINX)
- Vanguard Wellington Fund (VWELX)
- Vanguard Target Retirement Income Fund (VTINX)
More: Top Vanguard Mutual Funds 2015
This Vanguard fund has $43 billion of assets. Morningstar has 5 stars rating. This stock fund has returned -0.80% over the past year, 17.86 percent over the past three years, 15.49 percent over the past five years, and 9.20 percent over the past decade.
As of September 2015, the top 3 stocks in its portfolio are Biogen Inc, Eli Lilly and Co, and Amgen Inc. Top 3 sectors are healthcare, technology, and industrials.
Morningstar has ranked this balanced fund with 4 stars and gold rating. It has a 3 year annualized return of 8.61%. The past 3 years performance is as follows:
- Year 2014: 9.84%
- Year 2013: 17.91%
- Year 2012: 11.33%
This international stock fund is managed by Michael Perre since 2008. The fund has returned -15.42 percent over the past year, 4.53 percent over the past three years, 3.18 percent over the past five years, and 3.26 percent over the past decade.
More: Top 8 Mutual Funds For 2016 & 2017
Morningstar has ranked this fixed income fund with silver rating. As one of the Vanguard’s best 401k funds, it has a 3 year average return of 1.41%.
- Vanguard International Growth Fund (VWIGX)
- Vanguard Explorer (VEXPX)
- Vanguard Windsor (VWNDX)
- Vanguard Star Fund (VGSTX)