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, 2011.

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

Fund NameTickerAsset Category3 Mo1 Yr3 Yr5 Yr
Fidelity Short-Term BondFSHBXShort-Term Bond0.972.613.172.69
Wasatch-1st Source IncomeFMEQXShort-Term Bond1.842.604.775.05
Weitz Short-Intermediate IncomeWEFIXShort-Term Bond1.133.275.915.88
Fidelity Intermediate Government IncFSTGXIntermediate Government2.102.305.035.81
Managers Intermediate Duration GovtMGIDXIntermediate Government2.424.577.806.93
Wells Fargo Advantage Government SecSTVSXIntermediate Government2.112.585.736.02
Fidelity Inflation-Protected BondFINPXInflation-Protected Bond3.327.054.655.88
American Century Infl-Adj Bond InvACITXInflation-Protected Bond3.446.794.996.56
PIMCO Real Return DPRRDXInflation-Protected Bond3.197.466.047.04
Fidelity Total BondFTBFXIntermediate Bond2.186.398.086.83
Metropolitan West Total Return BondMWTRXIntermediate Bond1.366.5910.088.40
PIMCO Total Return DPTTDXIntermediate Bond1.795.639.148.54
Dreyfus International Bond IDIBRXInternational Bond1.9914.0811.5211.05
Loomis Sayles Global Bond RetailLSGLXInternational Bond3.3013.827.387.44
Fidelity High IncomeSPHIXHigh Yield Bond0.3015.1010.858.62
Artio Global High Income ABJBHXHigh Yield Bond0.8615.4311.429.18
Metropolitan West High Yield BondMWHYXHigh Yield Bond(0.35)14.0513.329.53
Well Fargo Short Term High YieldSTHBXHigh Yield Bond0.556.905.264.95
Fidelity Floating Rate High IncomeFFRHXBank Loan0.058.095.354.68
RidgeWorth Floating RT High IncomeSAMBXBank Loan0.4810.595.234.69
PIMCO Floating Income DPFIDXBank Loan(0.51)6.734.582.82
Fidelity New Markets IncomeFNMIXEmerging Bonds3.3911.0211.049.81
Payden Emerging Markets BondPYEMXEmerging Bonds3.7011.6711.699.52
PIMCO Emerging Markets Bond DPEMDXEmerging Bonds2.7310.129.328.64
Fidelity Dividend GrowthFDGFXLarge Cap(2.05)35.577.624.48
FBR Large Cap InvestorFBRPXLarge Cap(0.17)26.454.204.77
FMI Large CapFMIHXLarge Cap1.8325.406.305.54
Fidelity Focused StockFTQGXLarge Growth1.1543.245.095.95
Jensen JJENSXLarge Growth1.7527.387.025.58
Wells Fargo Advantage Growth InvSGROXLarge Growth1.3348.1412.7310.71
Forester Value NFVALXLarge Value1.1311.696.304.65
Wasatch Large Cap ValueFMIEXLarge Value(2.11)27.361.734.36
YacktmanYACKXLarge Value2.5727.7818.3610.71
Fidelity Low-Priced StockFLPSXMid Cap2.2134.298.256.10
Scout Mid CapUMBMXMid Cap2.2048.3411.17
Westport RWPFRXMid Cap0.3235.605.718.26
Brown Capital Mid-CapBCMSXMid-Cap Growth(2.06)37.7915.0611.04
Westcore SelectWTSLXMid-Cap Growth(1.13)42.7313.7810.88
American Century Mid Cap ValueACMVXMid-Cap Value(0.68)25.9810.456.48
Heartland Select ValueHRSVXMid-Cap Value(2.74)30.416.325.85
Artisan Mid Cap Value InvestorARTQXMid-Cap Value0.0933.578.287.48
Fidelity Small Cap DiscoveryFSCRXSmall Cap(0.84)39.5718.879.85
Parnassus Small-CapPARSXSmall Cap(4.10)34.4013.818.85
Royce Special EquityRYSEXSmall Cap(2.40)27.1211.337.68
Dreyfus Opportunistic Small CapDSCVXSmall Cap(4.12)38.6318.8312.30
Brown Capital Small CompanyBCSIXSmall Growth3.0747.9315.1813.01
FBR Small Cap InvestorFBRYXSmall Growth(1.02)36.8610.42
Heartland Value PlusHRVIXSmall Value(1.57)33.388.7010.67
Intrepid Small CapICMAXSmall Value(0.36)21.4119.2514.91
Royce Micro-Cap InvRYOTXMicro Cap(4.34)35.549.747.56
Westcore Micro Cap OpportunityWTMIXMicro Cap(2.73)35.088.98
Fidelity International GrowthFIGFXInternational2.0435.022.24
Manning and Napier InternationalEXITXInternational4.6735.486.866.57
Scout InternationalUMBWXInternational1.4831.931.956.00
Fidelity International Small CapFISMXInternational Small/Mid2.7140.323.154.34
Westcore International Small CapWTIFXInternational Small/Mid3.4943.6112.296.90
Harding Loevner Intl Small Company InvHLMSXInternational Small/Mid3.0239.9510.77
Lazard Emerging MarketsLZOEXEmerging Equities0.4126.445.1912.11
Driehaus Emerging Markets GrowthDREGXEmerging Equities(0.79)29.414.1211.37
BNY Mellon Emerging Markets InvMIEGXEmerging Equities(1.87)25.845.8810.08
Wasatch Emerging Markets Small CapWAEMXEmerging Equities4.4434.2115.31
Fidelity Real Estate IncomeFRIFXReal Estate0.8516.4710.224.97
Cohen & Steers Realty SharesCSRSXReal Estate3.7034.867.913.44
Neuberger Berman Real EstateNBRFXReal Estate4.0133.5311.245.12
Highland Long/Short EquityHEOZXLong/Short Equity0.007.023.91
MarketfieldMFLDXLong/Short Equity0.2914.6510.36
Wasatch Long/ShortFMLSXLong/Short Equity(2.33)21.785.886.22
AQR Managed Futures Strategy NAQMNXManaged Futures(1.20)3.20
Rydex L/S Commodities Strategy HRYLFXManaged Futures(2.60)21.79
Invesco Balanced-Risk AllocationABRYXHedge Fund1.6912.28

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