Favorite Mutual Funds for Your Investment Portfolio

These are our favorite no-load (or load waived) mutual fund for you to consider for your investment portfolio, you 401k plan, your Traditional IRA, your Roth IRA, or your retirement portfolio asset allocation. Investment returns shown are as of March 31, 2015.

You may sort this table by clicking on the heading of any column.

Fund NameTickerAsset Category3 Mo1 Yr3 Yr5 Yr
Fidelity Limited Term BondFJRLXShort-Term Bond1.142.29
Baird Short-Term BondBSBSXShort-Term Bond0.731.44
Pioneer Short Term IncomeSTABXShort-Term Bond0.391.021.842.42
Fidelity Intermediate Government IncFSTGXIntermediate Government1.243.071.592.75
American Century Short Dur Infl Prot BondAPOIXInflation-Protected Bond0.70(1.13)(0.63)2.75
Fidelity Strategic Real ReturnFSRRXInflation-Protected Bond0.11(2.90)1.284.06
Baird Core Plus BondBCOSXIntermediate-Term Bond1.775.754.095.56
Fidelity Total BondFTBFXIntermediate-Term Bond1.935.293.895.23
Metropolitan West Total Return BondMWTRXIntermediate-Term Bond1.345.385.246.22
Dreyfus International BondDIBAXInternational Bond(0.06)0.672.133.79
Payden Global Fixed IncomePYGFXInternational Bond2.487.335.144.70
PIMCO Foreign Bond (USD-Hedged) DPFODXInternational Bond2.4710.767.327.08
Allianz Short Duration High Inc DASHDXHigh Yield Short Bond2.212.734.62
Wells Fargo Short Term High Yield BondSTHBXHigh Yield Short Bond1.921.723.284.07
Allianz High Yield Bond DAYBDXHigh Yield Bond2.330.146.04
Fidelity High IncomeSPHIXHigh Yield Bond2.261.386.377.51
Fidelity Floating Rate High IncomeFFRHXBank Loan2.001.483.493.88
Eaton Vance Floating RateEVBLXBank Loan1.791.653.764.27
SEIX Floating Rate High Income **SAMBXBank Loan2.402.164.645.16
Fidelity New Markets IncomeFNMIXEmerging Bonds0.751.423.676.22
Payden Emerging Markets Bond AdviserPYEWXEmerging Bonds1.863.873.795.85
Parnassus Core Equity InvestorPRBLXLarge Cap(0.78)12.7017.7513.69
Fidelity Focused StockFTQGXLarge Growth4.807.7915.9015.95
RidgeWorth Large Cap Value EquitySTVTXLarge Value(1.89)7.2515.3013.20
Parnassus Mid-CapPARMXMid Cap1.8213.2315.3014.78
Scout Mid CapUMBMXMid Cap5.966.9313.3415.13
Baird MidCap InvBMDSXMid-Cap Growth4.347.3113.2315.53
Congress Mid Cap Growth RetailCMIDXMid-Cap Growth4.3314.43
Fidelity Low-Priced StockFLPSXMid-Cap Value1.777.3915.2314.19
Artisan Mid Cap Value *ARTQXMid-Cap Value2.031.7712.7213.07
Fidelity Small Cap Discovery *FSCRXSmall Cap1.938.4718.2317.77
Fidelity Small Cap Enhanced IndexFCPEXSmall Cap6.7811.8617.9016.70
Hodges Small CapHDPSXSmall Cap4.558.7819.1620.30
Brown Capital Small Company *BCSIXSmall Growth4.759.5918.4717.71
Rice Hall James Small CapRHJMXSmall Growth6.4710.5614.6117.10
Aston/Silvercrest Small CapASCTXSmall Value4.318.1915.34
Robeco Boston Partners Sm Cap Val II InvBPSCXSmall Value3.306.0216.1213.00
Perritt MicroCap OpportunitiesPRCGXMicro Cap(0.58)(1.06)13.8111.64
Rice Hall James Micro CapRHJSXMicro Cap6.616.6815.1115.88
Westcore Micro Cap OpportunityWTMIXMicro Cap1.503.9116.0315.54
Artisan International InvestorARTIXInternational4.245.1611.9510.30
Fidelity International GrowthFIGFXInternational6.484.3610.119.52
FMI InternationalFMIJXInternational7.9410.9214.85
Matthews Asia Dividend*MAPIXInternational8.6410.509.538.15
Fidelity International Small CapFISMXInternational Small/Mid5.45(0.24)11.6010.39
Harding Loevner Intl Small CompanyHLMSXInternational Small/Mid4.60(3.93)9.899.74
Wasatch International OpportunitiesWAIOXInternational Small/Mid5.225.5313.4111.24
Lazard Emerging Markets Equity *LZOEXEmerging Mkts Equity(1.98)(5.90)(1.20)1.38
Harding Loevner Emerging MarketsHLEMXEmerging Mkts Equity1.42(0.97)3.244.19
Driehaus Emerging Markets Small CapDRESXEmerging Mkts Small Cap4.243.3011.7910.35
Harding Loevner Frontier Emerg MktsHLMOXFrontier Mkts Equity(3.04)(4.58)9.09
Wasatch Frontier Emerg Small CountriesWAFMXEmerging Mkts Small Cap(4.52)(4.74)13.89
Fidelity Real Estate IncomeFRIFXReal Estate2.599.5610.2110.82
Fidelity Real Estate InvestmentFRESXReal Estate4.4624.1913.3715.52
AMG Managers Real Estate SecuritiesMRESXReal Estate6.6810.8310.719.38
Third Avenue Real Estate Value InvestorTVRVXGlobal Real Estate2.9710.0215.8312.83
Fidelity Select TechnologyFSPTXTechnology5.2814.2313.7614.86
Firsthand Technology OpportunitiesTEFQXTechnology8.6013.6315.8414.76
Diamond Hill Long-Short **DIAMXLong/Short Equity(0.21)5.2110.038.18
Hancock Horizon Quant Long/Short **HHQAXLong/Short Equity2.449.6811.2011.12
Wasatch Long/ShortFMLSXLong/Short Equity(1.68)(4.56)5.216.05
AQR Managed Futures StrategyAQMNXManaged Futures8.5426.3710.285.70
Aspen Managed Futures Strategy **MFBPXManaged Futures5.4718.285.83
Credit Suisse Managed Futures Strategy **CSAAXManaged Futures10.8933.38
Invesco Balanced-Risk Allocation**ABRZXHedge Fund3.307.525.278.57
Arbitrage Event-DrivenAEDFXHedge Fund0.21(1.97)1.00
Grant Park Multi Alternative StrategiesGPANXHedge Fund3.9417.33
Merger FundMERFXHedge Fund1.412.342.992.67
Maingate MLP **AMLPXEnergy Limited Partnership(1.32)4.7813.34
Eagle MLP Strategy**EGLAXEnergy Limited Partnership0.532.10
Oppenheimer SteelPath MLP Alpha **MLPAXEnergy Limited Partnership(2.36)(0.36)9.589.97
BlackRock Global Long/Short CreditBGCAXAlternative Bond1.641.153.62
Dreyfus Opportunistic Fixed IncomeDSTAXAlternative Bond2.002.494.484.76
Metropolitan West Unconstrained BondMWCRXAlternative Bond0.562.475.04

* Funds Closed to New Investors. Choose an open fund in the same category for your portfolio.
** Loaded funds that are available from some brokers, including Schwab, without load fee.

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