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 September 30, 2010.

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 Bond1.304.932.402.83
Wasatch-1st Source IncomeFMEQXShort-Term Bond1.825.945.714.88
Weitz Short-Intermediate IncomeWEFIXShort-Term Bond1.455.436.665.66
Fidelity Intermediate Government IncomeFSTGXIntermediate Government2.036.276.875.85
Wells Fargo Advantage Govt SecuritiesSTVSXIntermediate Government1.736.727.015.76
American Century Infl-Adj BondACITXInflation-Protected Bond2.548.756.975.31
Fidelity Inflation-Protected BondFINPXInflation-Protected Bond2.348.375.894.55
PIMCO Real Return DPRRDXInflation-Protected Bond4.1410.408.025.83
Fidelity Total BondFTBFXIntermediate Bond3.2810.837.756.28
Hussman Strategic Total ReturnHSTRXIntermediate Bond3.477.208.048.01
Metropolitan West Total Return BondMWTRXIntermediate Bond3.8014.929.507.97
PIMCO Total Return DPTTDXIntermediate Bond3.7310.6010.518.02
Dreyfus International BondDIBRXWorld Bond10.5510.5213.93
PIMCO Foreign Bond (USD-Hedged) DPFODXWorld Bond3.0412.689.216.39
Artio Global High IncomeBJBHXHigh Yield Bond6.9414.748.408.28
Fidelity High IncomeSPHIXHigh Yield Bond6.6216.547.977.86
Metropolitan West High Yield BondMWHYXHigh Yield Bond5.9916.459.908.54
Well Fargo Short Term High YieldSTHBXHigh Yield Bond3.007.304.794.82
Fidelity New Markets IncomeFNMIXEmerging Bonds7.7313.9910.729.85
Payden Emerging Markets BondPYEMXEmerging Bonds8.4017.0210.248.70
PIMCO Emerging Markets Bond DPEMDXEmerging Bonds7.7417.078.918.35
FBR Large Cap InvestorFBRPXLarge Cap10.026.40(3.39)
FMI Large CapFMIHXLarge Cap7.9110.33(1.78)4.12
Scout StockUMBSXLarge Cap10.086.00(4.67)1.74
Aston/Montag & Caldwell GrowthMCGFXLarge Growth10.016.20(3.61)2.53
Fidelity ContrafundFCNTXLarge Growth12.2214.69(3.83)3.76
Wells Fargo Advantage GrowthSGROXLarge Growth14.3526.59(1.16)7.07
Forester ValueFVALXLarge Value4.857.196.274.15
Wasatch-1st Source Income EquityFMIEXLarge Value11.067.07(5.02)3.45
YacktmanYACKXLarge Value10.1013.347.478.31
FBR Mid Cap InvestorFBRMXMid Cap10.0312.741.24
Fidelity Low-Priced StockFLPSXMid Cap11.5214.47(2.13)3.62
Scout Mid CapUMBMXMid Cap15.2018.572.09
Westport RWPFRXMid Cap11.5710.68(0.33)5.02
CAN SLIM Select GrowthCANGXMid-Cap Growth9.928.64(2.95)0.44
Westcore SelectWTSLXMid-Cap Growth17.3024.430.779.22
American Century Mid Cap ValueACMVXMid-Cap Value9.2615.68(0.88)5.33
Artisan Mid Cap Value InvestorARTQXMid-Cap Value11.0012.350.004.17
Heartland Select ValueHRSVXMid-Cap Value9.9610.39(2.31)4.09
Fidelity Small Cap DiscoveryFSCRXSmall Cap10.8016.785.845.51
Parnassus Small-CapPARSXSmall Cap12.4918.044.648.54
Royce Special EquityRYSEXSmall Cap8.069.172.356.02
Brown Capital Small CoBCSIXSmall Growth12.8611.733.048.65
FBR Small Cap InvestorFBRYXSmall Growth7.439.47(0.39)
WesMark Small Company GrowthWMKSXSmall Growth12.5415.38(1.20)4.08
Dreyfus Opportunistic Small CapDSCVXSmall Value11.4013.615.646.64
Heartland Value PlusHRVIXSmall Value7.9115.722.276.28
Intrepid Small CapICMAXSmall Value9.2215.3014.53
Fidelity International DiscoveryFIGRXInternational18.005.96(9.35)2.91
Manning & Napier World OpportunitiesEXWAXInternational15.853.01(4.42)6.20
Scout InternationalUMBWXInternational17.449.56(3.96)5.45
Wasatch International OpportunitiesWAIOXInternational Small/Mid20.0931.70(3.81)9.46
Harding Loevner Intl Small CompanyHLMSXInternational Small/Mid17.3816.94(2.09)
Harding Loevner Emerging MarketsHLEMXEmerging Equities19.9222.07(2.03)10.74
Lazard Emerging MarketsLZOEXEmerging Equities20.6722.961.8913.41
Wasatch Emerging Markets Small CapWAEMXEmerging Equities22.7951.69
Cohen & Steers Realty SharesCSRSXReal Estate12.4927.93(4.60)3.11
Fidelity Real Estate IncomeFRIFXReal Estate6.1820.423.863.93
Neuberger Berman Real EstateNBRFXReal Estate13.1234.90(0.64)5.31
Hussman Strategic GrowthHSGFXLong-Short Equities(0.66)3.14(0.25)1.16
Hussman Strategic International EquityHSIEXLong-Short Equities3.64
Quaker Akros Absolute StrategiesAARFXLong-Short Equities0.43(0.78)4.122.61
Wasatch-1st Source Long/ShortFMLSXLong-Short Equities7.905.481.324.79
AQR Managed Futures StrategyAQMNXLong-Short Commodities2.45
Rydex L/S Commodities StrategyRYLFXLong-Short Commodities4.53(3.75)
Rydex Managed Futures StrategyRYMFXLong-Short Commodities(3.58)(10.47)0.25
Dreyfus Dynamic AlternativesDDYIXHedge Fund1.25
Invesco Balanced-Risk AllocationABRYXHedge Fund7.2013.78
IQ Alpha Hedge Strategy IQHOXHedge Fund8.277.21
MergerMERFXHedge Fund2.244.391.854.12

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