Our Favorite Mutual Funds for Your Investment Portfolios

These are our favorite no-load (or load waived) mutual fund for you to consider for your investment portfolio, your 401k plan, your Traditional IRA, your Roth IRA, or your retirement portfolio asset allocation. Investment returns shown are as of December 31, 2009.

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

Fund NameTickerAsset Category3 Mths1 Yr3 Yr5 Yr
Wasatch-1st Source IncomeFMEQXShort-Term Bond0.455.975.043.96
Fidelity Short-Term BondFSHBXShort-Term Bond1.077.351.672.35
Wells Fargo Advantage Govt SecuritiesSTVSXIntermediate Government(0.14)3.556.014.74
Fidelity Intermediate Government IncomeFSTGXIntermediate Government(0.25)0.876.214.73
Fidelity Inflation-Protected BondFINPXInflation-Protected Bond1.609.705.333.66
Fidelity Total BondFTBFXIntermediate Bond1.8319.805.614.88
PIMCO Total Return DPTTDXIntermediate Bond0.9213.508.846.51
TCW Total Return BondTGLMXIntermediate Bond1.0319.888.917.05
PIMCO Foreign Bond (USD-Hedged) DPFODXWorld Bond1.7618.546.045.06
Payden Global Fixed IncomePYGFXWorld Bond1.036.564.504.10
Fidelity High IncomeSPHIXHigh Yield Bond6.0751.465.746.26
Metropolitan West High Yield BondMWHYXHigh Yield Bond5.7254.697.616.95
Well Fargo Short Term High YieldSTHBXHigh Yield Bond1.8615.283.884.11
Payden Emerging Markets BondPYEMXEmerging Bonds1.8828.895.947.89
PIMCO Emerging Markets Bond DPEMDXEmerging Bonds2.2530.025.427.35
Fidelity New Markets IncomeFNMIXEmerging Bonds1.2944.567.699.20
FMI Large CapFMIHXLarge Cap7.8929.68(0.44)4.67
Scout StockUMBSXLarge Cap5.3116.26(1.62)3.15
Fidelity Focused StockFTQGXLarge Cap6.2025.20(0.63)4.05
Aston/Montag & Caldwell GrowthMCGFXLarge Growth6.9129.831.913.80
William Blair GrowthWBGSXLarge Growth6.2338.90(0.64)3.89
Fidelity ContrafundFCNTXLarge Growth7.3629.23(0.92)4.75
Wasatch-1st Source Income EquityFMIEXLarge Value6.2524.37(1.27)4.89
YacktmanYACKXLarge Value7.6259.316.796.87
FMI Common StockFMIMXMid Cap1.1633.891.476.02
Westport RWPFRXMid Cap3.5832.171.575.79
Fidelity Low-Priced StockFLPSXMid Cap5.2039.08(2.89)3.22
Buffalo Mid CapBUFMXMid-Cap Growth4.8648.80(0.30)3.58
Westcore SelectWTSLXMid-Cap Growth7.7441.082.206.47
Artisan Mid Cap Value InvestorARTQXMid-Cap Value7.1039.250.846.22
Robeco Mid Cap ValueBPMCXMid-Cap Value6.5540.78(0.05)5.09
FMI FocusFMIOXSmall Cap3.2140.160.253.58
Royce Special EquityRYSEXSmall Cap4.1228.382.634.06
Royce Micro-CapRYOTXSmall Cap6.6055.78(0.50)6.08
Fidelity Small Cap DiscoveryFSCRXSmall Cap3.4750.692.044.89
Buffalo Small CapBUFSXSmall Growth(0.06)37.49(1.30)2.49
Brown Capital Small CoBCSIXSmall Growth5.8845.577.218.36
Allianz NFJ Small Cap ValuePNVDXSmall Value5.8723.94(1.10)4.82
Fidelity Small Cap ValueFCPVXSmall Value3.1736.57(1.26)5.54
Intrepid Small CapICMAXSmall Value4.7739.8812.77
Scout InternationalUMBWXInternational3.9935.54(0.37)7.52
Fidelity International DiscoveryFIGRXInternational3.7330.07(4.82)4.90
Third Avenue International ValueTAVIXInternational Small/Mid0.0235.43(4.24)3.95
Lazard Emerging MarketsLZOEXEmerging Equities5.7169.145.2316.43
Cohen & Steers Realty SharesCSRSXReal Estate8.9232.50(11.11)2.04
Fidelity Real Estate IncomeFRIFXReal Estate5.9246.82(1.78)2.15
Third Avenue Real Estate ValueTAREXGlobal Real Estate0.3138.62(11.09)0.91
Hussman Strategic GrowthHSGFXLong-Short Equities(1.34)4.63(0.28)1.65
Wasatch-1st Source Long/ShortFMLSXLong-Short Equities3.7730.072.595.16
Rydex Managed Futures StrategyRYMFXLong-Short Commodities(1.87)(4.25)

Be Sociable, Share!