50 Best Performing Mutual Funds to consider for your portfolio
Our watch list of the 50 top no load mutual funds for you to consider for your investment portfolio, 401k investing, or retirement asset allocation. These are some of the best performing Mutual Funds available. Of course we do not expect you to have all 50 in your accounts at the same time. That is where the Model Investment Portfolios of Top No-Load Mutual Funds in our Investing Newsletter come into play. Investment returns are as of February 28, 2010.
Fund Name
Return (%)
Bond Funds
Ticker
Asset Category
1 Mth
1 Yr
3 Yr
5 Yr
Wasatch-1st Source Income
FMEQX
Short-Term Bond
0.47
7.97
5.24
4.29
Fidelity Short-Term Bond
FSHBX
Short-Term Bond
0.42
8.53
1.79
2.58
Wells Fargo Advantage Govt Sec
STVSX
Intermediate Government
0.45
6.26
6.30
5.04
Fidelity Intermediate Government
FSTGX
Intermediate Government
0.44
3.51
6.48
5.10
Fidelity Inflation-Protected Bond
FINPX
Inflation-Protected Bond
(0.87)
11.04
4.96
3.76
Fidelity Total Bond
FTBFX
Intermediate-Term Bond
0.43
20.89
5.88
5.19
PIMCO Total Return D
PTTDX
Intermediate-Term Bond
0.61
16.39
9.31
6.98
TCW Total Return Bond I
TGLMX
Intermediate-Term Bond
0.09
20.20
9.13
7.59
PIMCO Foreign Bond (USD-Hedged)
PFODX
World Bond
0.90
21.66
6.97
5.72
Payden Global Fixed Income
PYGFX
World Bond
0.45
8.16
4.62
4.36
Fidelity High Income
SPHIX
High Yield Bond
0.15
47.46
5.34
6.28
Artio Global High Income A
BJBHX
High Yield Bond
(0.15)
49.89
6.39
7.22
Metropolitan West High Yield Bond
MWHYX
High Yield Bond
0.02
49.80
7.53
7.12
Well Fargo Short Term High Yield
STHBX
High Yield Bond
0.56
11.88
3.87
4.27
Payden Emerging Markets Bond
PYEMX
Emerging Bonds
0.89
31.96
5.96
7.74
PIMCO Emerging Markets Bond D
PEMDX
Emerging Bonds
1.12
35.03
5.77
7.45
Fidelity New Markets Income
FNMIX
Emerging Bonds
0.39
45.90
7.59
9.07
US Stock Funds
FMI Large Cap
FMIHX
Large Cap
0.85
36.97
(0.96)
5.24
Scout Stock
UMBSX
Large Cap
3.75
15.98
(2.79)
3.00
Fidelity Focused Stock
FTQGX
Large Cap
4.95
25.29
(3.26)
2.99
Aston/Montag & Caldwell Growth N
MCGFX
Large Growth
2.60
28.58
0.56
3.40
William Blair Growth N
WBGSX
Large Growth
4.15
36.42
(2.67)
3.84
Fidelity Contrafund
FCNTX
Large Growth
2.85
29.30
(2.77)
4.26
Wasatch-1st Source Income Equity
FMIEX
Large Value
3.29
24.45
(2.82)
4.61
Yacktman
YACKX
Large Value
2.01
68.68
5.75
7.02
FMI Common Stock
FMIMX
Mid Cap
1.78
64.74
0.13
6.14
Westport R
WPFRX
Mid Cap
2.91
49.81
0.13
6.27
Fidelity Low-Priced Stock
FLPSX
Mid Cap
2.07
65.34
(3.66)
3.30
Buffalo Mid Cap
BUFMX
Mid-Cap Growth
2.53
64.82
(2.37)
3.88
Westcore Select
WTSLX
Mid-Cap Growth
3.48
68.87
0.45
7.37
Artisan Mid Cap Value Investor
ARTQX
Mid-Cap Value
1.19
61.33
(1.64)
4.91
Robeco Mid Cap Value Inv
BPMCX
Mid-Cap Value
2.50
65.55
(1.56)
5.43
Royce Special Equity
RYSEX
Small Cap
3.28
51.27
2.02
4.81
Fidelity Small Cap Discovery
FSCRX
Small Cap
1.61
86.60
0.72
5.01
FMI Focus
FMIOX
Small Blend
3.04
70.30
(1.06)
4.59
Brown Capital Mgmt Small Co Instl
BCSIX
Small Growth
2.44
59.16
3.15
8.50
WesMark Small Company Growth
WMKSX
Small Growth
2.77
59.21
(1.23)
3.88
Intrepid Small Cap
ICMAX
Small Value
2.01
60.19
11.41
Allianz NFJ Small Cap Value D
PNVDX
Small Value
2.76
54.92
(2.18)
4.73
Royce Micro-Cap Inv
RYOTX
Micro Cap
1.57
77.99
(2.50)
5.85
Wasatch Micro Cap Value
WAMVX
Micro Cap
1.36
89.00
(3.00)
6.23
International Stock Funds
Scout International
UMBWX
International
1.54
56.14
(2.77)
6.08
Fidelity International Discovery
FIGRX
International
(0.31)
49.29
(8.01)
3.03
Third Avenue International Value
TAVIX
International Small/Mid
(0.71)
52.07
(5.90)
2.20
Lazard Emerging Markets
LZOEX
Emerging Equities
0.34
87.76
2.57
13.60
Specialty Funds
Cohen & Steers Realty Shares
CSRSX
Real Estate
5.18
98.08
(13.37)
3.15
Fidelity Real Estate Income
FRIFX
Real Estate
1.72
53.41
(1.88)
2.59
Third Avenue Real Estate Value
TAREX
Global Real Estate
1.37
72.95
(13.64)
0.05
Akros Absolute Return
AARFX
Long-Short Equities
0.22
16.01
3.20
Hussman Strategic Growth
HSGFX
Long-Short Equities
0.08
3.60
(0.11)
1.39
Wasatch-1st Source Long/Short
FMLSX
Long-Short Equities
1.14
35.05
1.97
4.79
Rydex Managed Futures Strategy H
RYMFX
Long-Short Commodities
0.74
(7.61)
* Funds Closed to New Investors in Green, New Funds This Quarter in Blue,
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