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, 2011.

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

 
Fund NameTickerAsset Category3 MoYTD3 Yr5 Yr
Fidelity Short-Term BondFSHBXShort-Term Bond0.231.784.282.12
Wasatch-1st Source IncomeFMEQXShort-Term Bond0.373.864.644.63
Weitz Short-Intermediate IncomeWEFIXShort-Term Bond0.492.115.875.17
Fidelity Intermediate Government IncFSTGXIntermediate Government0.585.713.655.81
Managers Intermediate Duration GovtMGIDXIntermediate Government0.985.888.566.49
Wells Fargo Advantage Government SecSTVSXIntermediate Government0.586.895.256.07
Fidelity Inflation-Protected BondFINPXInflation-Protected Bond2.5112.999.176.93
American Century Infl-Adj Bond InvACITXInflation-Protected Bond2.5613.009.407.68
PIMCO Real Return DPRRDXInflation-Protected Bond2.5411.1212.087.91
Fidelity Total BondFTBFXIntermediate Bond1.767.3811.736.55
Metropolitan West Total Return Bond MMWTRXIntermediate Bond0.925.1911.217.54
PIMCO Total Return DPTTDXIntermediate Bond2.153.868.607.76
Dreyfus International BondDIBRXInternational Bond(1.37)3.439.2710.03
Loomis Sayles Global BondLSGLXInternational Bond1.743.5010.766.07
Fidelity High IncomeSPHIXHigh Yield Bond6.383.4021.406.81
Artio Global High IncomeBJBHXHigh Yield Bond4.79(0.17)20.266.47
Metropolitan West High Yield BondMWHYXHigh Yield Bond5.480.3521.387.34
Well Fargo Short Term High YieldSTHBXHigh Yield Bond3.423.458.604.40
Fidelity Floating Rate High IncomeFFRHXBank Loan3.111.7112.453.91
RidgeWorth Floating Rate High IncomeSAMBXBank Loan3.272.0914.223.65
Fidelity New Markets IncomeFNMIXEmerging Bonds5.427.9220.128.38
Payden Emerging Markets BondPYEMXEmerging Bonds4.875.7715.397.26
PIMCO Emerging Markets Bond DPEMDXEmerging Bonds4.896.2815.986.99
FBR Large Cap InvestorFBRPXLarge Cap9.04(3.61)13.181.44
FMI Large CapFMIHXLarge Cap10.711.4914.232.22
Fidelity ContrafundFCNTXLarge Growth8.29(0.12)15.262.58
Jensen Quality GrowthJENSXLarge Growth9.13(1.05)13.061.69
Wells Fargo Advantage Growth InvSGROXLarge Growth9.877.8826.918.75
Forester ValueFVALXLarge Value0.49(0.25)7.693.26
YacktmanYACKXLarge Value9.087.3025.328.04
Fidelity Low-Priced StockFLPSXMid Cap9.36(0.06)19.452.01
Scout Mid CapUMBMXMid Cap7.480.3224.218.36
Westport RWPFRXMid Cap15.833.2418.515.37
Brown Capital Mid-CapBCMSXMid-Cap Growth11.40(1.81)22.158.06
Westcore SelectWTSLXMid-Cap Growth12.11(10.61)18.574.49
American Century Mid Cap ValueACMVXMid-Cap Value11.90(0.72)16.532.71
Heartland Select ValueHRSVXMid-Cap Value10.11(6.68)15.911.73
Artisan Mid Cap Value InvestorARTQXMid-Cap Value13.196.4220.074.53
Fidelity Small Cap DiscoveryFSCRXSmall Cap19.210.3627.237.14
Royce Special EquityRYSEXSmall Cap13.830.0816.175.29
Neuberger Berman Genesis InvNBGNXSmall Cap12.784.7017.965.61
Brown Capital Small CompanyBCSIXSmall Growth9.530.1122.478.62
FBR Small Cap InvestorFBRYXSmall Growth18.522.2618.25
Heartland Value PlusHRVIXSmall Value16.32(5.37)16.405.73
Intrepid Small CapICMAXSmall Value8.851.7220.2111.66
Royce Micro-Cap InvmtRYOTXMicro Cap9.69(12.10)22.382.39
Westcore Micro Cap OpportunityWTMIXMicro Cap16.39(3.55)15.99
Fidelity International GrowthFIGFXInternational7.40(8.95)13.68
Manning & Napier InternationalEXITXInternational1.50(12.93)9.29(0.25)
Scout InternationalUMBWXInternational5.88(12.35)10.56(0.38)
Matthews Asia Dividend InvestorMAPIXDiversified Pacific/Asia1.76(10.02)18.047.35
Fidelity International Small CapFISMXInternational Small/Mid(0.84)(15.53)16.01(1.38)
Westcore International Small CapWTIFXInternational Small/Mid3.11(5.75)28.031.95
Harding Loevner Intl Small CompanyHLMSXInternational Small/Mid1.22(13.67)22.53
Lazard Emerging MarketsLZOEXEmerging Equities3.81(18.02)19.623.18
Driehaus Emerging Markets GrowthDREGXEmerging Equities3.06(15.01)21.522.98
Wasatch Emerging Markets Small CapWAEMXEmerging Equities2.31(14.01)38.28
Fidelity Real Estate IncomeFRIFXReal Estate6.024.7122.183.34
Cohen & Steers Realty SharesCSRSXReal Estate14.416.1823.34(1.06)
Neuberger Berman Real Estate TrNBRFXReal Estate15.918.3023.961.14
Highland Long/Short EquityHEOZXLong/Short Equity2.74(2.00)7.063.55
MarketfieldMFLDXLong/Short Equity7.103.7016.43
Wasatch Long/ShortFMLSXLong/Short Equity8.441.7713.393.75
Hussman Strategic GrowthHSGFXLong/Short Equity(5.15)1.641.04(0.58)
Hussman Strategic International EqHSIEXLong/Short Equity(3.84)(3.93)
AQR Managed Futures StrategyAQMNXManaged Futures(2.70)(6.59)
Forward Commodity L/S StrategyFCOMXManaged Futures(0.86)9.68
Rydex|SGI L/S Commodities StrategyRYLFXManaged Futures2.46(1.83)
Grant Park Managed Futures StrategyGPFNXEmerging Equities(1.29)
Invesco Balanced-Risk AllocationABRYXHedge Fund5.6310.53

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