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 March 31, 2010.
You may sort this table by clicking on the heading of any column.
| Fund Name | Ticker | Asset Category | 3 Mths | 1 Yr | 3 Yr | 5 Yr |
|---|---|---|---|---|---|---|
| Wasatch-1st Source Income | FMEQX | Short-Term Bond | 1.36 | 6.58 | 5.06 | 4.39 |
| Weitz Short-Intermediate Income | WEFIX | Short-Term Bond | 1.82 | 10.51 | 6.47 | 5.34 |
| Fidelity Short-Term Bond | FSHBX | Short-Term Bond | 1.23 | 8.06 | 1.71 | 2.63 |
| Wells Fargo Advantage Govt Securities | STVSX | Intermediate Government | 1.56 | 4.05 | 6.06 | 5.10 |
| Fidelity Intermediate Government Income | FSTGX | Intermediate Government | 1.10 | 1.48 | 6.09 | 5.13 |
| Fidelity Inflation-Protected Bond | FINPX | Inflation-Protected Bond | 0.46 | 5.77 | 4.72 | 3.85 |
| Fidelity Total Bond | FTBFX | Intermediate Bond | 2.55 | 20.00 | 6.00 | 5.57 |
| PIMCO Total Return D | PTTDX | Intermediate Bond | 2.90 | 15.16 | 9.29 | 7.20 |
| Metropolitan West Total Return Bond | MWTRX | Intermediate Bond | 3.92 | 21.19 | 7.77 | 6.97 |
| PIMCO Foreign Bond (USD-Hedged) D | PFODX | World Bond | 3.71 | 22.34 | 7.13 | 5.65 |
| Payden Global Fixed Income | PYGFX | World Bond | 2.53 | 9.00 | 5.00 | 4.59 |
| Fidelity High Income | SPHIX | High Yield Bond | 4.21 | 49.88 | 6.36 | 7.52 |
| Artio Global High Income | BJBHX | High Yield Bond | 4.45 | 53.02 | 7.51 | 8.52 |
| Metropolitan West High Yield Bond | MWHYX | High Yield Bond | 4.17 | 49.85 | 8.27 | 7.89 |
| Well Fargo Short Term High Yield | STHBX | High Yield Bond | 2.20 | 12.50 | 4.14 | 4.65 |
| Payden Emerging Markets Bond | PYEMX | Emerging Bonds | 5.50 | 32.68 | 6.99 | 9.30 |
| PIMCO Emerging Markets Bond D | PEMDX | Emerging Bonds | 4.29 | 31.67 | 6.20 | 8.59 |
| Fidelity New Markets Income | FNMIX | Emerging Bonds | 4.53 | 42.05 | 8.54 | 10.45 |
| FMI Large Cap | FMIHX | Large Cap | 5.66 | 49.77 | 0.78 | 5.33 |
| Scout Stock | UMBSX | Large Cap | 5.06 | 32.57 | (0.01) | 4.19 |
| Aston/Montag & Caldwell Growth | MCGFX | Large Growth | 3.16 | 41.53 | 2.85 | 4.83 |
| William Blair Growth | WBGSX | Large Growth | 5.56 | 50.00 | 0.18 | 5.84 |
| Wells Fargo Advantage Growth | SGROX | Large Growth | 7.44 | 62.63 | 4.17 | 8.26 |
| Fidelity Blue Chip Growth | FBGRX | Large Growth | 6.16 | 58.76 | 2.05 | 4.02 |
| Fidelity Contrafund | FCNTX | Large Growth | 3.60 | 43.10 | (0.21) | 5.42 |
| Forester Value | FVALX | Large Value | 2.24 | 32.58 | 4.50 | 4.19 |
| Wasatch-1st Source Income Equity | FMIEX | Large Value | 5.21 | 43.40 | (0.54) | 5.65 |
| Yacktman | YACKX | Large Value | 5.91 | 82.91 | 8.93 | 8.49 |
| FBR Pegasus Mid Cap Investor | FBRMX | Mid Cap | 6.91 | 48.18 | 3.33 | |
| Scout Mid Cap | UMBMX | Mid Cap | 6.66 | 71.17 | 5.46 | |
| Westport R | WPFRX | Mid Cap | 7.27 | 50.94 | 2.27 | 6.61 |
| Fidelity Low-Priced Stock | FLPSX | Mid Cap | 8.36 | 63.58 | (1.10) | 5.10 |
| Buffalo Mid Cap | BUFMX | Mid-Cap Growth | 9.49 | 60.63 | 1.60 | 6.11 |
| CAN SLIM Select Growth | CANGX | Mid-Cap Growth | 2.36 | 20.78 | 2.35 | |
| Westcore Select | WTSLX | Mid-Cap Growth | 8.67 | 67.53 | 4.00 | 9.66 |
| Artisan Mid Cap Value Investor | ARTQX | Mid-Cap Value | 3.17 | 55.81 | 0.29 | 5.80 |
| Robeco Mid Cap Value | BPMCX | Mid-Cap Value | 8.17 | 64.40 | 1.05 | 7.04 |
| Royce Special Equity | RYSEX | Small Cap | 7.54 | 50.84 | 4.06 | 6.08 |
| Fidelity Small Cap Discovery | FSCRX | Small Cap | 9.65 | 84.28 | 4.32 | 7.11 |
| Dreyfus Opportunistic Small Cap | DSCVX | Small Cap | 11.82 | 83.62 | 8.26 | 9.95 |
| Parnassus Small-Cap | PARSX | Small Cap | 12.37 | 67.26 | 4.78 | |
| Brown Capital Small Co | BCSIX | Small Growth | 1.70 | 53.73 | 4.85 | 10.86 |
| Buffalo Small Cap | BUFSX | Small Growth | 11.43 | 54.24 | 1.02 | 5.96 |
| FBR Pegasus Small Cap Investor | FBRYX | Small Growth | 7.78 | 55.83 | 2.75 | |
| Intrepid Small Cap | ICMAX | Small Value | 6.20 | 57.59 | 14.20 | |
| Allianz NFJ Small Cap Value | PNVDX | Small Value | 8.68 | 56.35 | 0.14 | 6.38 |
| Royce Micro-Cap | RYOTX | Micro Cap | 4.66 | 75.21 | (0.46) | 7.89 |
| Scout International | UMBWX | International | 2.37 | 56.41 | (0.87) | 7.67 |
| Manning & Napier World Opportunities | EXWAX | International | 4.18 | 58.41 | (1.81) | 8.15 |
| Fidelity International Discovery | FIGRX | International | 0.86 | 51.74 | (5.53) | 5.14 |
| Artisan International Value Investor | ARTKX | International Small/Mid | 4.16 | 60.19 | (1.90) | 7.13 |
| Lazard Emerging Markets | LZOEX | Emerging Equities | 5.96 | 83.38 | 6.27 | 16.91 |
| Cohen & Steers Realty Shares | CSRSX | Real Estate | 9.72 | 109.88 | (8.97) | 5.48 |
| Neuberger Berman Real Estate | NBRFX | Real Estate | 11.36 | 112.37 | (6.72) | 6.80 |
| Fidelity Real Estate Income | FRIFX | Real Estate | 6.31 | 56.28 | (0.31) | 3.64 |
| Akros Absolute Return | AARFX | Long-Short Equities | 2.65 | 9.65 | 3.62 | |
| Hussman Strategic Growth | HSGFX | Long-Short Equities | (0.31) | (2.55) | (0.91) | 1.24 |
| Wasatch-1st Source Long/Short | FMLSX | Long-Short Equities | 3.03 | 36.00 | 3.56 | 5.94 |
| Rydex Managed Futures Strategy | RYMFX | Long-Short Commodities | (3.73) | (4.27) | 2.28 | |
| AIM Balanced-Risk Allocation | ABRYX | World Allocation | 1.53 |