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, 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 Bond0.221.513.372.31
Wasatch-1st Source IncomeFMEQXShort-Term Bond1.472.255.504.77
Weitz Short-Intermediate IncomeWEFIXShort-Term Bond(0.16)1.626.265.31
Fidelity Intermediate Government IncFSTGXIntermediate Government3.053.325.575.87
Managers Intermediate Duration GovtMGIDXIntermediate Government1.765.278.356.56
Wells Fargo Advantage Government SecuritiesSTVSXIntermediate Government3.994.856.646.16
Fidelity Inflation-Protected BondFINPXInflation-Protected Bond4.629.437.606.12
American Century Infl-Adj BondACITXInflation-Protected Bond4.669.007.916.82
PIMCO Real Return DPRRDXInflation-Protected Bond3.187.229.337.02
Fidelity Total BondFTBFXIntermediate Bond2.165.239.946.48
Metropolitan West Total Return BondMWTRXIntermediate Bond1.444.1511.267.94
PIMCO Total Return DPTTDXIntermediate Bond(1.13)0.679.527.49
Dreyfus International BondDIBRXInternational Bond0.473.6713.4310.81
Loomis Sayles Global BondLSGLXInternational Bond(3.46)0.949.366.25
Fidelity High IncomeSPHIXHigh Yield Bond(6.81)0.5811.076.36
Artio Global High IncomeBJBHXHigh Yield Bond(9.25)(2.05)10.236.40
Metropolitan West High Yield BondMWHYXHigh Yield Bond(8.55)(1.59)12.416.89
Well Fargo Short Term High YieldSTHBXHigh Yield Bond(2.16)1.555.174.07
Fidelity Floating Rate High IncomeFFRHXBank Loan(2.83)1.366.083.68
RidgeWorth Floating Rate High IncomeSAMBXBank Loan(3.66)2.055.493.51
PIMCO Floating Income DPFIDXBank Loan(9.38)(6.18)3.510.34
Fidelity New Markets IncomeFNMIXEmerging Bonds(2.08)0.8912.828.06
Payden Emerging Markets BondPYEMXEmerging Bonds(3.77)(0.87)12.287.24
PIMCO Emerging Markets Bond DPEMDXEmerging Bonds(2.51)(0.36)11.136.80
FBR Large Cap InvestorFBRPXLarge Cap(15.48)(2.86)1.920.98
FMI Large CapFMIHXLarge Cap(14.05)(0.13)2.671.26
Fidelity ContrafundFCNTXLarge Growth(11.64)0.953.512.23
Jensen FundJENSXLarge Growth(14.51)(0.93)0.781.08
Wells Fargo Advantage GrowthSGROXLarge Growth(14.16)11.3612.028.05
Forester Value NFVALXLarge Value(4.38)1.853.323.45
Yacktman FundYACKXLarge Value(9.36)5.2012.927.15
Fidelity Low-Priced StockFLPSXMid Cap(15.81)1.386.732.09
Scout Mid CapUMBMXMid Cap(15.33)9.0314.29
Westport RWPFRXMid Cap(17.59)0.144.343.55
Brown Capital Mid-CapBCMSXMid-Cap Growth(17.73)1.0711.226.59
Westcore SelectWTSLXMid-Cap Growth(25.93)(9.87)7.733.04
American Century Mid Cap ValueACMVXMid-Cap Value(14.55)(1.48)3.852.09
Heartland Select ValueHRSVXMid-Cap Value(18.84)(3.74)1.871.13
Artisan Mid Cap Value InvestorARTQXMid-Cap Value(14.80)2.514.893.51
Fidelity Small Cap DiscoveryFSCRXSmall Cap(21.61)(1.26)7.984.74
Royce Special EquityRYSEXSmall Cap(14.73)0.304.733.83
Neuberger Berman GenesisNBGNXSmall Cap(15.06)5.911.504.38
Brown Capital Small CompanyBCSIXSmall Growth(19.01)6.167.829.00
FBR Small Cap InvestorFBRYXSmall Growth(21.22)0.353.60
Heartland Value PlusHRVIXSmall Value(22.84)(4.63)0.664.81
Intrepid Small CapICMAXSmall Value(9.11)1.0214.6412.07
Royce Micro-CapRYOTXMicro Cap(22.08)(6.11)5.582.78
Westcore Micro Cap OpportunityWTMIXMicro Cap(21.02)(3.23)(0.41)
Fidelity International GrowthFIGFXInternational(18.51)(7.42)3.60
Manning & Napier InternationalEXITXInternational(21.21)(9.02)3.600.86
Scout InternationalUMBWXInternational(20.84)(11.08)0.530.49
Fidelity International Small CapFISMXInternational Small/Mid(19.08)(4.98)6.190.54
Westcore International Small CapWTIFXInternational Small/Mid(15.09)1.3115.173.68
Harding Loevner Intl Small CompanyHLMSXInternational Small/Mid(21.17)(6.02)10.91
Lazard Emerging MarketsLZOEXEmerging Equities(20.68)(16.88)4.295.43
Driehaus Emerging Markets GrowthDREGXEmerging Equities(18.65)(13.12)9.845.74
BNY Mellon Emerging MarketsMIEGXEmerging Equities(24.81)(19.92)3.863.07
Wasatch Emerging Markets Small CapWAEMXEmerging Equities(16.60)(8.85)20.58
Fidelity Real Estate IncomeFRIFXReal Estate(5.91)3.219.782.93
Cohen & Steers Realty SharesCSRSXReal Estate(16.20)0.460.34(1.88)
Neuberger Berman Real EstateNBRFXReal Estate(15.51)(0.26)1.840.06
Highland Long/Short EquityHEOZXLong/Short Equity(4.61)0.594.19
Marketfield FundMFLDXLong/Short Equity(4.66)4.818.06
Wasatch Long/ShortFMLSXLong/Short Equity(10.50)0.983.933.25
Hussman Strategic GrowthHSGFXLong/Short Equity7.25(1.20)(2.01)0.53
Hussman Strategic International EquityHSIEXLong/Short Equity(1.99)(0.14)
AQR Managed Futures StrategyAQMNXManaged Futures(0.10)0.63
Forward Commodity L/S StrategyFCOMXManaged Futures0.91
Rydex|SGI L/S Commodities StrategyRYLFXManaged Futures(7.32)7.98
Invesco Balanced-Risk AllocationABRYXHedge Fund2.367.20

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