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, 2014.

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(0.25)
BlackRock Low Duration Bond **BLDAXShort-Term Bond(0.19)2.152.633.12
Baird Short-Term BondBSBSXShort-Term Bond(0.08)1.62
Metropolitan West Low Duration BondMWLDXShort-Term Bond0.101.863.785.18
Fidelity Intermediate Government IncFSTGXIntermediate Government(0.06)1.491.022.51
Managers Intermediate Duration GovtMGIDXIntermediate Government0.214.602.554.33
Wells Fargo Advantage Government SecsSTVSXIntermediate Government0.112.561.203.01
Fidelity Strategic Real ReturnFSRRXInflation-Protected Bond(4.02)2.224.085.73
American Century Short Dur Infl Prot BondAPOIXInflation-Protected Bond(1.35)(0.21)0.683.44
Eaton Vance Short Term Real Return **EARRXInflation-Protected Bond(1.46)0.661.73
Fidelity Total BondFTBFXIntermediate Bond(0.06)4.773.855.49
Loomis Sayles Core Plus BondNERYXIntermediate Bond(0.79)7.656.487.35
Metropolitan West Total Return BondMWTRXIntermediate Bond0.344.815.507.05
Dreyfus International Bond **DIBAXInternational Bond(1.00)4.582.614.24
Loomis Sayles Global BondLSGLXInternational Bond(3.19)1.352.613.52
PIMCO Foreign Bond (USD-Hedged) DPFODXInternational Bond2.518.646.887.04
Fidelity High IncomeSPHIXHigh Yield Bond(2.06)5.6810.019.32
American Century High-YieldABHIXHigh Yield Bond(2.06)5.0910.069.15
Metropolitan West High Yield BondMWHYXHigh Yield Bond(2.24)4.979.438.47
Allianz Short Duration High Inc DASHDXHigh Yield Bond(1.07)3.35
Wells Fargo Short Term High Yield BondSTHBXHigh Yield Bond(0.79)1.974.574.50
Fidelity Floating Rate High IncomeFFRHXBank Loan(0.62)2.945.074.79
Eaton Vance Floating Rate **EVBLXBank Loan(0.51)2.225.355.58
SEIX Floating Rate High Income **SAMBXBank Loan(0.60)3.436.366.08
Fidelity New Markets IncomeFNMIXEmerging Bonds(2.31)8.398.508.00
Ashmore Emerging Markets Corp Debt **ECDAXEmerging Bonds(3.39)4.158.79
Payden Emerging Markets BondPYEWXEmerging Bonds(0.36)8.997.727.71
PIMCO Emerging Markets Bond DPEMDXEmerging Bonds(2.76)5.706.206.92
Dreyfus AppreciationDGAGXLarge Cap(1.00)15.3616.6013.37
FMI Large Cap*FMIHXLarge Cap(1.77)15.7720.8914.25
Fidelity ContrafundFCNTXLarge Growth1.7717.4221.5115.74
Jensen Quality GrowthJENSXLarge Growth0.2813.4318.8413.32
ASTON/Montag & Caldwell GrowthMCGFXLarge Growth(0.52)13.6517.3211.95
RidgeWorth Large Cap Value EquitySTVTXLarge Value(1.00)16.1323.3515.27
AMG Yacktman Focused *YAFFXLarge Value0.4912.6417.1813.89
Fidelity Low-Priced StockFLPSXMid Cap(1.49)11.4621.6115.85
Parnassus Mid-CapPARMXMid Cap(2.57)12.1121.3116.13
Scout Mid CapUMBMXMid Cap(2.61)12.5418.6716.65
Westport RWPFRXMid-Cap Growth(2.52)9.3719.5413.62
Baird MidCap InvBMDSXMid-Cap Growth(1.89)8.3221.0416.76
American Century Mid Cap ValueACMVXMid-Cap Value(0.93)17.8022.7116.06
Artisan Mid Cap Value *ARTQXMid-Cap Value(4.39)7.1819.6314.54
Fidelity Small Cap Enhanced IndexFCPEXSmall Cap(5.57)6.1222.8115.68
Glenmede Small Cap EquityGTCSXSmall Cap(9.13)2.7722.5416.22
Hodges Small CapHDPSXSmall Cap(4.70)15.0927.6422.21
Fidelity Small Cap Discovery *FSCRXSmall Cap(7.04)4.7925.5017.91
AMG SouthernSun Small Cap *SSSFXSmall Cap(10.30)8.5326.5722.98
Rice Hall James Small CapRHJMXSmall Growth(5.96)3.2416.9516.45
Brown Capital Small Company *BCSIXSmall Growth(4.82)1.2221.6016.36
Wasatch Small Cap Growth *WAAEXSmall Growth(4.14)1.0917.9215.20
ASTON/Silvercrest Small CapASCTXSmall Value(8.19)3.33
Royce Special Equity **RYSEXSmall Value(7.06)(1.04)16.5011.60
Heartland Value PlusHRVIXSmall Value(10.42)5.2217.9312.60
Westcore Micro Cap OpportunityWTMIXMicro Cap(7.81)2.6321.9014.83
TETON Westwood Mighty MitesWEMMXMicro Cap(6.43)2.2319.8214.28
Fidelity International GrowthFIGFXInternational(4.45)4.3615.2610.05
Oakmark International*OAKIXInternational(7.03)(0.64)17.9810.61
Scout InternationalUMBWXInternational(5.40)0.9912.116.54
Matthews Asia Dividend*MAPIXInternational(2.05)3.3312.4110.65
Fidelity International Small CapFISMXInternational Small/Mid(6.87)1.4915.2510.63
Harding Loevner Intl Small CompanyHLMSXInternational Small/Mid(7.16)5.4815.8911.33
Wasatch International Growth*WAIGXInternational Small/Mid(6.78)(4.53)16.9914.65
Westcore International Small Cap*WTIFXInternational Small/Mid(7.06)(0.95)12.2312.36
Lazard Emerging Markets Equity *LZOEXEmerging Equities(6.00)4.248.705.59
Driehaus Emerging Markets GrowthDREGXEmerging Equities(3.82)3.5410.218.12
Harding Loevner Emerging MarketsHLEMXEmerging Equities(4.75)7.0111.676.83
Driehaus Emerging Markets Small CapDRESXEmerging Equities(0.37)14.8215.0012.74
Wasatch Emerging Markets Small Cap *WAEMXEmerging Equities0.374.909.2212.49
Wasatch Frontier Emerging Small CountriesWAFMXEmerging Equities0.9111.97
Fidelity Real Estate IncomeFRIFXReal Estate(1.21)9.2112.3311.99
Fidelity Real Estate InvestmentFRESXReal Estate(2.56)13.4816.7916.04
Cohen & Steers Realty SharesCSRSXReal Estate(3.23)13.3815.7114.77
Neuberger Berman Real EstateNBRFXReal Estate(2.78)11.7614.8515.31
Fidelity Select TechnologyFSPTXTechnology0.6218.0520.6616.35
Firsthand Technology OpportunitiesTEFQXTechnology0.9222.7519.1116.27
Diamond Hill Long-Short **DIAMXLong/Short Equity(1.36)10.7715.238.65
Wasatch Long/ShortFMLSXLong/Short Equity(3.84)5.2112.088.45
AQR Managed Futures StrategyAQMNXManaged Futures5.337.072.83
Aspen Managed Futures Strategy **MFBPXManaged Futures7.375.97(1.27)
Credit Suisse Managed Futures Strategy **CSAAXManaged Futures7.106.04
Invesco Balanced-Risk Allocation**ABRZXHedge Fund(2.71)3.957.258.39
Arbitrage Event-DrivenAEDFXHedge Fund(2.21)2.644.49
Merger FundMERFXHedge Fund(0.85)3.394.063.23
Maingate MLP **AMLPXEnergy Limited Partnership(1.05)28.5121.14
Eagle MLP Strategy**EGLAXEnergy Limited Partnership0.2031.00
Oppenheimer SteelPath MLP Alpha **MLPAXEnergy Limited Partnership1.6121.0017.53
BlackRock Global Long/Short Credit **BGCAXAlternative Bond(1.09)2.993.96
Metropolitan West Unconstrained BondMWCRXAlternative Bond0.254.779.99
Scout Unconstrained BondSUBYXAlternative Bond(0.64)(0.71)
* 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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