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 June 30, 2010.

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

Bond FundsTickerAsset Category3 Mths1 Yr3 Yr5 Yr
Weitz Short-Intermediate IncomeWEFIXShort-Term Bond1.387.616.895.34
Wasatch-1st Source IncomeFMEQXShort-Term Bond2.186.735.904.43
Fidelity Short-Term BondFSHBXShort-Term Bond1.246.632.032.59
Wells Fargo Advantage Govt SecSTVSXIntermediate Government3.427.867.495.26
Fidelity Intermediate Government IncFSTGXIntermediate Government3.275.967.245.33
Fidelity Inflation-Protected BondFINPXInflation-Protected Bond3.729.196.334.04
PIMCO Total Return DPTTDXIntermediate Bond2.6712.9810.787.10
Metropolitan West Total Return Bond MMWTRXIntermediate Bond3.5119.719.247.22
Fidelity Total BondFTBFXIntermediate Bond2.7614.487.205.54
PIMCO Foreign Bond (USD-Hedged) DPFODXWorld Bond3.6118.759.045.83
Loomis Sayles Global BondLSGLXWorld Bond(1.27)10.646.064.97
Metropolitan West High Yield BondMWHYXHigh Yield Bond(0.23)22.967.747.62
Fidelity High IncomeSPHIXHigh Yield Bond(1.11)23.995.906.78
Artio Global High Income ABJBHXHigh Yield Bond(2.24)22.686.127.48
Well Fargo Short Term High YieldSTHBXHigh Yield Bond0.078.833.874.44
Fidelity New Markets IncomeFNMIXEmerging Bonds(0.20)20.398.779.05
Payden Emerging Markets BondPYEMXEmerging Bonds0.4321.326.907.98
PIMCO Emerging Markets Bond DPEMDXEmerging Bonds1.8920.447.117.56
FMI Large CapFMIHXLarge Cap(10.30)16.96(4.67)3.27
Scout StockUMBSXLarge Cap(12.98)7.50(6.44)1.00
Wells Fargo Advantage Growth InvSGROXLarge Growth(8.57)25.32(2.20)5.43
Aston/Montag & Caldwell Growth NMCGFXLarge Growth(12.47)7.78(3.82)1.84
Fidelity ContrafundFCNTXLarge Growth(8.11)16.41(5.29)3.04
Fidelity Blue Chip GrowthFBGRXLarge Growth(12.33)21.24(4.83)0.68
Forester Value NFVALXLarge Value(4.79)13.802.913.47
YacktmanYACKXLarge Value(9.67)22.534.056.20
Wasatch-1st Source Income EquityFMIEXLarge Value(13.04)9.72(7.72)2.35
Westport RWPFRXMid Cap(10.72)17.30(3.67)3.48
FBR Pegasus Mid Cap InvestorFBRMXMid Cap(9.19)18.05(1.86)
Scout Mid CapUMBMXMid Cap(10.21)25.60(2.07)
Fidelity Low-Priced StockFLPSXMid Cap(9.96)21.11(6.44)2.28
Westcore SelectWTSLXMid-Cap Growth(9.40)27.42(2.61)6.43
CAN SLIM Select GrowthCANGXMid-Cap Growth(8.85)6.25(3.90)
Buffalo Mid CapBUFMXMid-Cap Growth(10.00)21.15(4.53)2.97
Fidelity New MillenniumFMILXMid-Cap Growth(11.56)19.69(5.52)4.06
Robeco Mid Cap Value InvBPMCXMid-Cap Value(11.59)21.49(5.35)3.48
Artisan Mid Cap Value InvestorARTQXMid-Cap Value(8.40)18.34(4.85)2.87
Dreyfus Opportunistic Small CapDSCVXSmall Cap(11.46)27.310.556.28
Fidelity Small Cap DiscoveryFSCRXSmall Cap(7.10)26.49(1.16)4.76
Parnassus Small-CapPARSXSmall Cap(6.51)28.620.085.93
Royce Special EquityRYSEXSmall Cap(9.77)14.67(1.95)3.91
Brown Capital Mgmt Small CoBCSIXSmall Growth(8.06)17.661.287.25
Buffalo Small CapBUFSXSmall Growth(11.48)12.87(5.13)2.24
FBR Pegasus Small Cap InvestorFBRYXSmall Growth(9.04)20.43(2.34)
Intrepid Small CapICMAXSmall Value(5.12)22.0411.33
Heartland Value PlusHRVIXSmall Value(7.33)24.11(1.20)5.75
Royce Micro-Cap InvRYOTXMicro Cap(5.77)26.32(4.09)6.50
Scout InternationalUMBWXInternational(12.36)13.40(7.57)4.58
Manning & Napier World Opportunities AEXWAXInternational(13.58)11.09(8.81)4.74
Fidelity International DiscoveryFIGRXInternational(14.17)6.50(12.62)1.74
Westcore International FrontierWTIFXInternational Small/Mid(2.07)26.09(7.75)3.08
Lazard Emerging MarketsLZOEXEmerging Equities(9.03)24.58(1.43)13.53
Neuberger Berman Real Estate TrNBRFXReal Estate(2.55)55.36(4.39)3.45
Cohen & Steers Realty SharesCSRSXReal Estate(4.85)54.05(7.58)1.51
Fidelity Real Estate IncomeFRIFXReal Estate0.7130.560.292.89
Hussman Strategic GrowthHSGFXLong-Short Equities5.573.670.981.98
Akros Absolute ReturnAARFXLong-Short Equities(0.75)(0.09)4.04
Wasatch-1st Source Long/ShortFMLSXLong-Short Equities(8.56)7.19(1.44)4.00
Rydex Managed Futures Strategy HRYMFXLong-Short Commodities(1.70)(5.58)1.33
Invesco Balanced-Risk Allc YABRYXWorld Allocation1.5914.67

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