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, 2012.

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 Bond0.281.503.602.07
Wasatch-1st Source IncomeFMEQXShort-Term Bond0.783.224.204.72
American Century Short Duration InvACSNXShort-Term Bond0.341.922.954.25
Fidelity Intermediate Government IncFSTGXIntermediate Government1.384.604.345.77
Managers Intermediate Duration GovtMGIDXIntermediate Government0.964.667.176.74
Wells Fargo Advantage Government Sec InvSTVSXIntermediate Government1.806.405.596.29
Fidelity Inflation-Protected BondFINPXInflation-Protected Bond2.7011.109.397.47
American Century Infl-Adj Bond InvACITXInflation-Protected Bond2.6811.519.448.22
PIMCO Real Return DPRRDXInflation-Protected Bond3.2211.3710.708.82
Fidelity Total BondFTBFXIntermediate Bond1.937.509.427.12
Loomis Sayles Core Plus Bond YNERYXIntermediate Bond2.919.9911.209.45
Metropolitan West Total Return Bond MMWTRXIntermediate Bond2.097.5111.118.36
PIMCO Total Return DPTTDXIntermediate Bond2.566.758.338.90
Loomis Sayles Global Bond RetailLSGLXInternational Bond0.321.738.416.61
PIMCO Foreign Bond (USD-Hedged) DPFODXInternational Bond1.518.849.857.67
Fidelity High IncomeSPHIXHigh Yield Bond1.246.4614.987.73
American Century High-Yield InvABHIXHigh Yield Bond1.747.4113.987.18
Metropolitan West High Yield BondMWHYXHigh Yield Bond1.222.6312.817.84
Well Fargo Short Term High YieldSTHBXHigh Yield Bond0.824.516.694.58
Fidelity Floating Rate High IncomeFFRHXBank Loan0.603.487.033.96
PIMCO Senior Floating Rate DPSRDXBank Loan1.023.68
Fidelity New Markets IncomeFNMIXEmerging Bonds2.0311.6014.319.81
Payden Emerging Markets Bond AdviserPYEWXEmerging Bonds0.857.2513.017.66
PIMCO Emerging Markets Bond DPEMDXEmerging Bonds1.568.7512.998.03
Dreyfus AppreciationDGAGXLarge Cap(2.64)7.7716.451.85
FMI Large CapFMIHXLarge Cap(1.60)4.6414.642.37
Fidelity ContrafundFCNTXLarge Growth(3.47)7.0716.302.93
Jensen Quality GrowthJENSXLarge Growth(2.86)1.3713.312.36
ASTON/Montag & Caldwell GrowthMCGFXLarge Growth(1.71)7.5812.623.51
Yacktman FocusedYAFFXLarge Value0.186.7616.979.78
Fidelity Low-Priced StockFLPSXMid Cap(5.58)(0.08)17.061.72
Scout Mid CapUMBMXMid Cap(8.43)(4.55)20.855.78
Paradigm SelectPFSLXMid Cap(8.19)(0.14)16.621.80
Westport RWPFRXMid-Cap Growth(5.24)2.4217.234.28
Neuberger Berman GenesisNBGNXMid-Cap Growth(2.84)(0.06)16.523.67
American Century Mid Cap ValueACMVXMid-Cap Value(2.30)3.2516.792.21
Artisan Mid Cap Value*ARTQXMid-Cap Value(5.62)0.4216.122.73
Fidelity Small Cap DiscoveryFSCRXSmall Cap(4.54)2.0721.186.43
SouthernSun Small CapSSSFXSmall Cap(7.71)(1.05)26.985.34
Royce Special EquityRYSEXSmall Cap(4.92)3.9314.284.27
Brown Capital Small Company*BCSIXSmall Growth(3.07)(1.84)19.128.36
Wasatch Small Cap GrowthWAAEXSmall Growth(2.51)3.8920.314.77
FBR Small CapFBRYXSmall Growth(5.67)1.4118.145.08
Intrepid Small CapICMAXSmall Value(2.00)2.3814.6011.29
Heartland Value PlusHRVIXSmall Value(4.57)(4.70)15.663.87
Westcore Micro Cap OpportunityWTMIXMicro Cap(4.68)0.0817.61
Gabelli Mighty MitesWEMMXMicro Cap(3.30)(2.32)16.203.21
Fidelity International GrowthFIGFXInternational(3.65)(4.25)13.17
Oakmark International IOAKIXInternational(9.63)(12.65)10.46(2.36)
Scout InternationalUMBWXInternational(6.69)(10.61)9.43(1.67)
Matthews Asia Dividend InvestorMAPIXDiversified Pacific/Asia(2.07)(2.13)14.356.95
Fidelity International Small CapFISMXInternational Small/Mid(8.33)(14.59)9.78(3.74)
Harding Loevner Intl Small CompanyHLMSXInternational Small/Mid(5.15)(11.26)14.67(0.14)
Wasatch International GrowthWAIGXInternational Small/Mid(2.23)(2.94)18.99(1.00)
Westcore International Small CapWTIFXInternational Small/Mid(2.50)(0.19)21.102.16
Lazard Emerging Markets*LZOEXEmerging Equities(7.14)(10.18)12.051.52
Driehaus Emerging Markets GrowthDREGXEmerging Equities(6.71)(11.46)12.850.56
Harding Loevner Emerging MarketsHLEMXEmerging Equities(6.08)(8.50)11.10(0.01)
Wasatch Emerging Markets Small Cap*WAEMXEmerging Equities(4.23)(2.73)24.71
Fidelity Real Estate IncomeFRIFXReal Estate3.209.6318.685.19
Fidelity Real Estate InvestmentFRESXReal Estate4.0913.6735.942.55
Cohen & Steers Realty SharesCSRSXReal Estate3.659.0131.522.95
Neuberger Berman Real EstateNBRFXReal Estate5.0612.3032.645.46
Fidelity Select TechnologyFSPTXTechnology(7.90)0.2720.274.85
Allianz RCM Technology DDGTNXTechnology(8.38)(9.57)16.233.30
Firsthand Technology OpportunitiesTEFQXTechnology(7.87)(6.40)16.604.97
Pyxis Long/Short EquityHEOZXLong/Short Equity(1.37)3.016.492.14
Marketfield FundMFLDXLong/Short Equity1.5311.4014.95
Wasatch Long/ShortFMLSXLong/Short Equity(4.89)(1.34)8.512.77
AQR Managed Futures StrategyAQMNXManaged Futures0.63(3.11)
Grant Park Managed Futures StrategyGPFNXManaged Futures1.04(0.10)
Invesco Balanced-Risk AllocationABRYXHedge Fund(0.64)13.3013.41
* Funds Closed to New Investors. Choose an open fund in the same category for your portfolio.

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