401k Retirement, Investment and Practice Management News for Financial Planners

Top 20 Most Popular Mutual Funds in 401(k)s

John Sullivan
Top Mutual Funds in 401(k)s: A Performance Overview

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As we all learned in high school, the most popular isn’t necessarily the best. Yet Kiplinger recently teamed with research and information firm BrightScope to see where plan participants are putting their money.

The personal finance magazine released a list of the top 101 funds in 401(k) plans. Not surprisingly, mutual fund giants Vanguard and Fidelity Investments fared particularly well. The former found 31 of its funds on the lists, while the latter rang in with 22.

“Overall, retirement savers who have invested in the Boston-based fund [Fidelity] giant’s most popular offerings have fared well,” Kiplinger reports. “None of the 22 Fidelity funds have been disasters, and a few have been strong performers.

The magazine notes that Americans have $4.4 trillion invested in 401(k)s (it’s actually closer to $4.6 trillion, but we won’t quibble), which is an indication of just how important these tax-advantaged vehicles are to successful retirements.

  1. Vanguard Institutional Index (VINIX) – Large Blend
  2. PIMCO Total Return (PTTRX) – Total Bond Market
  3. Fidelity Contrafund (FCNTX) – Large-Growth U.S. Equities
  4. American Funds EuroPacific Growth (AEPGX) – EAFE
  5. Fidelity Spartan 500 Index (FUSEX) – Large Blend
  6. Vanguard Total Bond Market Index (VBMFX) – Total Bond Market
  7. Fidelity Growth Company (FDGRX) – Large-Growth U.S. Equities
  8. Vanguard Wellington (VWELX) – Moderate Allocation
  9. Dodge & Cox Stock (DODGX) – Large-Value U.S. Equities
  10. Vanguard 500 Index (VFINX) – Large Blend
  11. American Funds Growth Fund of America (AGTHX) – Large-Growth U.S. Equities
  12. Fidelity Freedom 2020 (FFFDX) – Moderate Allocation
  13. Fidelity Low-Priced Stock (FLPSX) – Mid Cap U.S. Equities
  14. Vanguard PRIMECAP (VPMCX) – Large-Growth U.S. Equities
  15. Vanguard Extended Market Index (VEXMX) – Mid-Cap U.S. Equities
  16. Fidelity Freedom 2030 (FFFEX) – Moderate Allocation
  17. Vanguard Target Retirement 2025 (VTTVX) – Moderate Allocation
  18. Vanguard Windsor II (VWNDX) – Large-Value U.S. Equities
  19. Fidelity Diversified International (FDIVX) – EAFE
  20. Vanguard Mid-Capitalization Index (VMCIX) – Mid Cap U.S. Equities

The full list of the top mutual funds can be found here for 2022.

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