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, 2011.
You may sort this table by clicking on the heading of any column.
| Fund Name | Ticker | Asset Category | 3 Mo | 1 Yr | 3 Yr | 5 Yr |
|---|---|---|---|---|---|---|
| Fidelity Short-Term Bond | FSHBX | Short-Term Bond | 0.25 | 2.78 | 2.82 | 2.61 |
| Wasatch-1st Source Income | FMEQX | Short-Term Bond | 0.14 | 2.96 | 3.77 | 4.69 |
| Weitz Short-Intermediate Income | WEFIX | Short-Term Bond | 0.65 | 3.53 | 5.31 | 5.72 |
| Fidelity Intermediate Government Inc | FSTGX | Intermediate Government | (0.22) | 3.36 | 3.78 | 5.42 |
| Wells Fargo Advantage Govt Sec | STVSX | Intermediate Government | 0.08 | 3.90 | 4.47 | 5.56 |
| American Century Infl-Adj Bond Inv | ACITX | Inflation-Protected Bond | 1.78 | 7.18 | 3.74 | 5.93 |
| Fidelity Inflation-Protected Bond | FINPX | Inflation-Protected Bond | 1.90 | 7.40 | 3.34 | 5.26 |
| PIMCO Real Return D | PRRDX | Inflation-Protected Bond | 1.78 | 8.04 | 4.60 | 6.46 |
| Fidelity Total Bond | FTBFX | Intermediate Bond | 0.82 | 6.72 | 7.05 | 6.31 |
| Hussman Strategic Total Return | HSTRX | Conservative Allocation | 0.16 | 6.76 | 4.82 | 7.22 |
| Metropolitan West Total Return Bond M | MWTRX | Intermediate Bond | 1.39 | 8.85 | 8.90 | 8.19 |
| PIMCO Total Return D | PTTDX | Intermediate Bond | 1.03 | 6.55 | 7.99 | 8.07 |
| Dreyfus International Bond I | DIBRX | World Bond | 2.34 | 10.04 | 8.94 | 11.36 |
| PIMCO Foreign Bond (USD-Hedged) D | PFODX | World Bond | 0.09 | 4.96 | 6.94 | 5.98 |
| Artio Global High Income | BJBHX | High Yield Bond | 4.08 | 11.88 | 11.85 | 9.03 |
| Fidelity High Income | SPHIX | High Yield Bond | 3.50 | 12.95 | 11.53 | 8.44 |
| Metropolitan West High Yield Bond | MWHYX | High Yield Bond | 4.39 | 14.19 | 14.37 | 9.59 |
| Well Fargo Short Term High Yield | STHBX | High Yield Bond | 1.68 | 6.39 | 5.67 | 4.95 |
| Fidelity Floating Rate High Income | FFRHX | Bank Loan | 1.28 | 5.94 | 6.55 | 4.77 |
| RidgeWorth Floating Rate High Income | SAMBX | Bank Loan | 2.12 | 8.64 | 6.73 | 4.67 |
| Fidelity New Markets Income | FNMIX | Emerging Bonds | 0.69 | 6.86 | 9.69 | 8.58 |
| Payden Emerging Markets Bond | PYEMX | Emerging Bonds | 1.07 | 8.15 | 10.11 | 7.80 |
| PIMCO Emerging Markets Bond D | PEMDX | Emerging Bonds | 1.17 | 9.22 | 7.75 | 7.61 |
| FBR Large Cap Investor | FBRPX | Large Cap | 4.76 | 11.12 | 4.28 | 5.18 |
| FMI Large Cap | FMIHX | Large Cap | 4.74 | 10.45 | 5.39 | 5.23 |
| Fidelity Dividend Growth | FDGFX | Large Cap | 6.30 | 20.81 | 7.20 | 4.19 |
| Aston/Montag & Caldwell Growth N | MCGFX | Large Growth | 4.06 | 9.22 | 3.04 | 4.70 |
| Fidelity Contrafund | FCNTX | Large Growth | 4.94 | 18.44 | 3.92 | 4.91 |
| Wells Fargo Advantage Growth | SGROX | Large Growth | 12.89 | 33.67 | 13.39 | 9.45 |
| Forester Value N | FVALX | Large Value | 2.65 | 5.15 | 8.42 | 4.46 |
| Wasatch Large Cap Value | FMIEX | Large Value | 6.24 | 13.13 | 2.26 | 4.65 |
| Yacktman | YACKX | Large Value | 5.80 | 12.53 | 14.21 | 10.09 |
| FBR Mid Cap Investor | FBRMX | Mid Cap | 5.21 | 17.94 | 8.38 | |
| Fidelity Low-Priced Stock | FLPSX | Mid Cap | 6.20 | 18.29 | 7.20 | 4.94 |
| Scout Mid Cap | UMBMX | Mid Cap | 7.86 | 30.33 | 14.96 | |
| Westport R | WPFRX | Mid Cap | 7.82 | 20.67 | 8.00 | 7.52 |
| CAN SLIM Select Growth | CANGX | Mid-Cap Growth | 8.25 | 21.17 | 8.34 | 1.97 |
| Brown Capital Mid-Cap | BCMSX | Mid-Cap Growth | 9.39 | 30.30 | 18.03 | 9.82 |
| Westcore Select | WTSLX | Mid-Cap Growth | 8.88 | 30.79 | 13.03 | 10.15 |
| American Century Mid Cap Value | ACMVX | Mid-Cap Value | 4.54 | 17.34 | 9.18 | 6.33 |
| Artisan Mid Cap Value Investor | ARTQX | Mid-Cap Value | 10.26 | 22.22 | 9.45 | 6.94 |
| Heartland Select Value | HRSVX | Mid-Cap Value | 7.37 | 17.22 | 8.91 | 5.92 |
| Fidelity Small Cap Discovery | FSCRX | Small Cap | 8.30 | 30.76 | 17.13 | 8.81 |
| Parnassus Small-Cap | PARSX | Small Cap | 6.42 | 31.01 | 19.58 | 9.56 |
| Royce Special Equity | RYSEX | Small Cap | 5.65 | 17.51 | 10.92 | 7.40 |
| Dreyfus Opportunistic Small Cap | DSCVX | Small Cap | 7.03 | 28.01 | 20.62 | 10.67 |
| Brown Capital Small Company | BCSIX | Small Growth | 9.49 | 31.94 | 15.52 | 11.35 |
| FBR Small Cap Investor | FBRYX | Small Growth | 10.65 | 25.76 | 11.88 | |
| WesMark Small Company Growth | WMKSX | Small Growth | 8.50 | 27.09 | 10.44 | 5.59 |
| Heartland Value Plus | HRVIX | Small Value | 7.11 | 25.56 | 11.92 | 9.78 |
| Intrepid Small Cap | ICMAX | Small Value | 3.18 | 15.60 | 18.70 | 14.84 |
| William Blair Small Cap Value | WBVDX | Small Value | 4.30 | 25.23 | 10.52 | 5.68 |
| Royce Micro-Cap | RYOTX | Micro Cap | 7.51 | 33.50 | 11.75 | 7.82 |
| Fidelity International Discovery | FIGRX | International | 1.69 | 11.92 | (2.60) | 1.96 |
| Manning & Napier World Opportunities A | EXWAX | International | 4.88 | 11.80 | 0.87 | 5.54 |
| Oakmark International I | OAKIX | International | 2.27 | 12.44 | 7.16 | 5.25 |
| Scout International | UMBWX | International | 3.06 | 13.93 | 1.01 | 5.36 |
| Fidelity International Small Cap | FISMX | International | 2.49 | 24.14 | 2.77 | 2.67 |
| Wasatch International Opportunities | WAIOX | International Small/Mid | 2.27 | 21.61 | 6.44 | 6.04 |
| Harding Loevner Intl Small Company | HLMSX | International Small/Mid | 5.02 | 25.31 | 8.18 | |
| Driehaus International Small Cap Growth | DRIOX | International Small/Mid | 3.42 | 26.99 | 2.61 | 10.15 |
| Lazard Emerging Markets | LZOEX | Emerging Equities | (0.86) | 14.55 | 4.70 | 10.66 |
| Driehaus Emerging Markets Growth | DREGX | Emerging Equities | 2.17 | 22.11 | 3.84 | 11.19 |
| Wasatch Emerging Markets Small Cap | WAEMX | Emerging Equities | (3.50) | 26.54 | 14.10 | |
| Cohen & Steers Realty Shares | CSRSX | Real Estate | 6.79 | 23.74 | 4.74 | 2.58 |
| Fidelity Real Estate Income | FRIFX | Real Estate | 4.08 | 16.32 | 9.89 | 4.99 |
| Neuberger Berman Real Estate Tr | NBRFX | Real Estate | 6.32 | 25.11 | 7.87 | 4.54 |
| Hussman Strategic Growth | HSGFX | Long-Short Equities | (2.69) | (5.91) | (3.75) | (1.08) |
| Hussman Strategic International Eq | HSIEX | Long-Short Equities | (0.39) | 4.88 | ||
| Wasatch Long/Short | FMLSX | Long-Short Equities | 7.36 | 14.01 | 7.36 | 6.94 |
| AQR Managed Futures Strategy | AQMNX | Long-Short Commodities | (2.72) | 3.29 | ||
| Rydex|SGI L/S Commodities Strategy H | RYLFX | Long-Short Commodities | 6.13 | 11.48 | ||
| Dreyfus Dynamic Alternatives | DDYIX | Hedge Fund | 1.12 | 1.77 | ||
| Invesco Balanced-Risk Allocation | ABRYX | Hedge Fund | 0.54 | 12.17 | ||
| IQ Alpha Hedge Strategy | IQHOX | Hedge Fund | (1.15) | 3.06 | ||
| Merger | MERFX | Hedge Fund | 2.41 | 4.09 | 5.30 | 4.28 |