Favorite Mutual Funds July 2015

These are our favorite no-load (or load waived) mutual funds for you to consider for your investment portfolio, you 401k plan, your Traditional IRA, your Roth IRA, or your retirement portfolio asset allocation. Investment returns shown are as of June 30, 2015.

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

Fund NameTickerAsset Category3 Mo1 Yr3 Yr5 Yr
Fidelity Limited Term BondFJRLXShort-Term Bond(0.19)1.01
Baird Short-Term BondBSBSXShort-Term Bond0.010.80
Pioneer Short Term IncomeSTABXShort-Term Bond0.080.721.752.15
Fidelity Intermediate Government IncomeFSTGXIntermediate Government(0.45)1.520.952.00
American Century Short Dur Infl Prot BondAPOIXInflation-Protected Bond0.30(2.04)(0.39)2.11
Fidelity Strategic Real ReturnFSRRXInflation-Protected Bond(0.44)(5.57)0.854.21
Baird Core Plus BondBCOSXIntermediate-Term Bond(1.57)1.772.854.59
Fidelity Total BondFTBFXIntermediate-Term Bond(1.44)1.622.644.36
Metropolitan West Total Return BondMWTRXIntermediate-Term Bond(1.49)1.673.945.17
Dreyfus International BondDIBAXInternational Bond(3.38)(5.09)0.883.42
Payden Global Fixed IncomePYGFXInternational Bond(1.88)3.634.194.14
PIMCO Foreign Bond (USD-Hedged) DPFODXInternational Bond(4.10)3.985.315.44
Allianz Short Duration High Inc DASHDXHigh Yield Short Bond0.962.614.54
Wells Fargo Short Term High Yield BondSTHBXHigh Yield Short Bond0.361.533.134.13
Allianz High Yield Bond DAYBDXHigh Yield Bond0.23(1.50)5.767.74
Fidelity High IncomeSPHIXHigh Yield Bond0.01(0.40)5.947.75
Fidelity Floating Rate High IncomeFFRHXBank Loan0.530.953.464.36
Eaton Vance Floating RateEVBLXBank Loan0.291.223.654.63
SEIX Floating Rate High Income **SAMBXBank Loan0.841.874.705.61
Fidelity New Markets IncomeFNMIXEmerging Bonds1.51(3.36)3.506.56
Payden Emerging Markets Bond AdviserPYEWXEmerging Bonds(0.48)(1.22)3.335.68
Parnassus Core EquityPRBLXLarge Cap(0.41)4.4617.9716.29
Fidelity Focused StockFTQGXLarge Growth0.104.2117.2418.37
RidgeWorth Large Cap Value EquitySTVTXLarge Value(0.18)1.5616.9115.77
Parnassus Mid-CapPARMXMid Cap(2.37)3.5415.0716.25
Scout Mid CapUMBMXMid Cap(2.03)2.4216.1117.16
Baird MidCap InvBMDSXMid-Cap Growth(0.38)5.8214.7217.02
Congress Mid Cap GrowthCMIDXMid-Cap Growth(0.53)13.09
Fidelity Low-Priced StockFLPSXMid-Cap Value2.507.0618.4617.19
Artisan Mid Cap Value *ARTQXMid-Cap Value(1.75)(2.70)14.2814.67
Fidelity Small Cap Discovery *FSCRXSmall Cap0.705.5620.1819.68
Fidelity Small Cap Enhanced IndexFCPEXSmall Cap(0.62)9.4519.6018.83
Hodges Small CapHDPSXSmall Cap(0.64)0.6320.7420.99
Perritt MicroCap OpportunitiesPRCGXSmall Cap1.09(0.21)16.3413.74
Brown Capital Small Company *BCSIXSmall Growth2.0410.8320.3920.19
Rice Hall James Small CapRHJMXSmall Growth3.8613.2418.8620.18
Aston/Silvercrest Small CapASCTXSmall Value(0.83)4.4815.98
Robeco Boston Partners Sm Cap Val IIBPSCXSmall Value0.633.3017.5615.70
Rice Hall James Micro CapRHJSXMicro Cap(0.86)4.2916.7417.60
Westcore Micro Cap OpportunityWTMIXMicro Cap0.054.2017.7016.91
Artisan InternationalARTIXInternational(0.45)(0.66)13.4813.15
Fidelity International GrowthFIGFXInternational0.701.8712.0012.42
FMI InternationalFMIJXInternational(2.03)4.8114.32
Matthews Asia Dividend*MAPIXInternational3.696.6411.809.89
Fidelity International Small CapFISMXInternational Small/Mid5.391.8617.1813.71
Harding Loevner Intl Small CompanyHLMSXInternational Small/Mid1.83(4.98)12.7611.93
Wasatch International OpportunitiesWAIOXInternational Small/Mid3.194.6715.8013.37
Driehaus Emerging Markets GrowthDREGXEmerging Mkts Equity1.31(5.23)7.056.79
Harding Loevner Emerging MarketsHLEMXEmerging Mkts Equity0.28(6.87)5.805.97
Driehaus Emerging Markets Small CapDRESXEmerging Mkts Small Cap2.984.8014.9510.89
Harding Loevner Frontier Emerg MktsHLMOXFrontier Mkts Equity1.31(10.95)10.96
Wasatch Frontier Emerging Small Countries*WAFMXFrontier Mkts Equity0.68(7.59)13.60
Fidelity Real Estate IncomeFRIFXReal Estate(2.77)2.618.1110.04
Fidelity Real Estate InvestmentFRESXReal Estate(9.36)4.958.6414.32
AMG Managers Real Estate SecuritiesMRESXReal Estate(9.71)5.598.9414.61
Third Avenue Real Estate ValueTVRVXReal Estate - Global(1.55)3.6915.0114.20
Fidelity Select TechnologyFSPTXTechnology1.549.9717.4317.51
Firsthand Technology OpportunitiesTEFQXTechnology4.0711.9820.5816.25
Diamond Hill Long-Short **DIAMXLong/Short Equity1.012.3011.9810.35
Hancock Horizon Quant Long/Short **HHQAXLong/Short Equity(0.61)6.9913.5413.66
Boston Partners Global Long/ShortBGRSXLong/Short Equity4.015.66
AQR Managed Futures StrategyAQMNXManaged Futures(8.39)14.836.924.09
Aspen Managed Futures Strategy **MFBPXManaged Futures(5.18)12.774.32
Credit Suisse Managed Futures Strategy **CSAAXManaged Futures(7.43)22.74
Invesco Balanced-Risk Allocation**ABRZXHedge Fund(2.83)(0.32)4.787.91
Grant Park Multi Alternative StrategiesGPANXHedge Fund(3.09)10.81
Merger FundMERFXHedge Fund(0.69)(0.71)2.722.83
Maingate MLP **AMLPXEnergy Limited Partnership0.49(7.45)14.60
Oppenheimer SteelPath MLP Alpha **MLPAXEnergy Limited Partnership(2.33)(11.35)9.588.99
BlackRock Global Long/Short CreditBGCAXAlternative Bond(0.57)(0.56)3.31
Dreyfus Opportunistic Fixed IncomeDSTAXAlternative Bond(1.63)(0.80)3.504.07
Metropolitan West Unconstrained BondMWCRXAlternative Bond(0.05)0.984.66

* Funds Closed to New Investors. Choose an open fund in the same category for your portfolio.
** Loaded funds that are available from some brokers, including Schwab, without load fee.

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