For better or worse, Vanguard and Fidelity rule the retirement plan world. The mutual fund behemoths accounted for more than half of the spots in a BrightScope listing of most commonly-offered funds in retirement plans.
The San Diego-based firm ranked the top three mutual funds in each of the following categories: allocation, alternative assets, bonds, cash/stable value, international stock, large-cap, mid-cap and small-cap.
They are:
Allocation Funds:
1. Vanguard Wellington
2. Fidelity Freedom 2020
3. Fidelity Freedom 2030
Alternative Asset Funds:
1. Vanguard REIT Index
2. Fidelity Real Estate Investment
3. Invesco Real Estate
Bond Funds:
1. PIMCO Total Return
2. Vanguard Total Bond Market Index
3. Fidelity Spartan US Bond Index
Cash/Stable Value Funds:
1. Vanguard Prime Money Market
2. Fidelity Retirement Money Market
3. Fidelity Institutional Money Market
International Stock Funds:
1. American Funds EuroPacific Growth
2. Dodge & Cox International Stock
3. Fidelity Diversified International
Large Cap Stock Funds:
1. Vanguard Institutional Index
2. Fidelity Contrafund
3. Fidelity Spartan 500 Index
Mid Cap Stock Funds:
1. Fidelity Low-Priced Stock
2. Vanguard Extended Market Index
3. Vanguard Mid-Capitalization Index
Small Cap Stock Funds:
1. Vanguard Small Cap Index
2. Vanguard Explorer
3. T. Rowe Price New Horizons
SEE ALSO –
ETFs Top Mutual Funds With Financial Advisors
With more than 20 years serving financial markets, John Sullivan is the former editor-in-chief of 401(k) Specialist and Investment Advisor magazine and retirement editor of ThinkAdvisor.com. Sullivan is also the former editor of Boomer Market Advisor and Bank Advisor magazines, and has a background in the insurance and investment industries in addition to his journalism roots. Experienced financial services content executive specializing in creative new media delivery. He joined the American Retirement Association in 2023 as Chief Content Officer, overseeing communications for the organization, as well as its sister organizations.
