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, 2012.

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	0.76	2.20	4.40	2.05
Wasatch-1st Source Income	FMEQX	Short-Term Bond	0.53	4.28	4.66	4.48
American Century Short Duration	ACSNX	Short-Term Bond	0.76	2.52	3.32	4.27
Fidelity Intermediate Government Inc	FSTGX	Intermediate Government	(0.27)	5.45	3.55	5.46
Managers Intermediate Duration Govt	MGIDX	Intermediate Government	0.79	6.07	7.60	6.36
Wells Fargo Advantage Government Sec Inv	STVSX	Intermediate Government	(0.17)	6.63	4.89	5.74
Fidelity Inflation-Protected Bond	FINPX	Inflation-Protected Bond	0.72	11.70	8.16	6.61
American Century Infl-Adj Bond	ACITX	Inflation-Protected Bond	0.86	11.99	8.18	7.36
PIMCO Real Return D	PRRDX	Inflation-Protected Bond	1.55	10.89	10.52	7.72
Fidelity Total Bond	FTBFX	Intermediate Bond	1.25	7.48	11.40	6.51
Metropolitan West Total Return Bond M	MWTRX	Intermediate Bond	2.69	6.67	12.14	7.74
PIMCO Total Return D	PTTDX	Intermediate Bond	2.80	5.70	9.09	8.01
Loomis Sayles Global Bond Retail	LSGLX	International Bond	3.00	4.50	13.02	6.41
PIMCO Foreign Bond (Unhedged) D	PFBDX	International Bond	0.32	6.55	15.69	8.80
Fidelity High Income	SPHIX	High Yield Bond	5.70	5.14	21.50	7.50
Harbor High Yield Bond	HYFIX	High Yield Bond	3.93	5.28	14.37	6.29
American Century High Yield	ABHIX	High Yield Bond	5.27	5.54	17.41	6.69
Metropolitan West High Yield Bond	MWHYX	High Yield Bond	4.73	0.79	19.94	7.85
Well Fargo Short Term High Yield	STHBX	High Yield Bond	2.34	4.13	7.62	4.58
Fidelity Floating Rate High Income	FFRHX	Bank Loan	2.56	2.82	10.18	4.09
PIMCO Senior Floating Rate D	PSRDX	Bank Loan	2.30
Fidelity New Markets Income	FNMIX	Emerging Bonds	5.91	13.21	20.33	9.18
Payden Emerging Markets Bond	PYEWX	Emerging Bonds	5.51	10.57	16.72	7.90
PIMCO Emerging Markets Bond D	PEMDX	Emerging Bonds	4.72	10.04	16.62	7.55
Dreyfus Appreciation	DGAGX	Large Cap	9.80	11.58	23.09	3.73
FBR Large Cap Investor	FBRPX	Large Cap	12.32	3.34	20.49	3.23
FMI Large Cap	FMIHX	Large Cap	11.08	7.57	21.85	4.01
Fidelity Contrafund	FCNTX	Large Growth	14.96	9.40	23.33	5.18
Jensen Quality Growth J	JENSX	Large Growth	11.09	5.71	21.23	4.10
ASTON/Montag & Caldwell Growth	MCGFX	Large Growth	10.22	9.11	19.35	5.36
Wells Fargo Advantage Growth*	SGROX	Large Growth	19.35	13.99	35.78	11.31
Forester Value	FVALX	Large Value	1.42	(1.61)	11.62	3.41
Yacktman Focused	YAFFX	Large Value	6.76	8.59	30.33	10.67
Fidelity Low-Priced Stock	FLPSX	Mid Cap	13.97	7.35	28.02	4.18
Scout Mid Cap	UMBMX	Mid Cap	14.62	6.84	34.39	10.09
Westport R	WPFRX	Mid Cap	12.73	8.24	25.55	6.86
Aston/Montag & Caldwell Mid Cap Growth	AMCMX	Mid-Cap Growth	13.29	7.49	27.62
Brown Capital Mgmt Mid-Cap	BCMSX	Mid-Cap Growth	13.57	1.94	28.76	10.18
Neuberger Berman Genesis	NBGNX	Mid-Cap Growth	6.77	2.81	24.34	5.97
American Century Mid Cap Value	ACMVX	Mid-Cap Value	10.02	4.48	25.20	3.92
Heartland Select Value	HRSVX	Mid-Cap Value	10.78	(3.57)	23.71	2.78
Artisan Mid Cap Value*	ARTQX	Mid-Cap Value	9.39	5.83	26.93	5.42
Fidelity Small Cap Discovery	FSCRX	Small Cap	13.13	5.26	36.48	9.25
FMI Focus	FMIOX	Small Cap	13.69	1.37	29.29	6.67
Royce Special Equity	RYSEX	Small Cap	10.91	5.30	23.59	6.83
Brown Capital Small Company*	BCSIX	Small Growth	12.65	3.83	29.22	9.40
Artisan Small Cap Investor	ARTSX	Small Growth	16.99	11.00	34.25	4.63
FBR Small Cap Investor	FBRYX	Small Growth	14.05	5.55	27.94	7.54
Adirondack Small Cap	ADKSX	Small Value	13.65	(1.32)	37.26	5.52
Heartland Value Plus	HRVIX	Small Value	9.56	(2.81)	24.26	6.00
Intrepid Small Cap	ICMAX	Small Value	5.23	4.04	24.11	12.30
Royce Micro-Cap	RYOTX	Micro Cap	12.24	(7.85)	29.83	3.85
Westcore Micro Cap Opportunity	WTMIX	Micro Cap	12.56	1.05	27.68
Fidelity International Growth	FIGFX	International	13.06	0.85	23.52
Manning & Napier International	EXITX	International	8.95	(8.75)	16.81	0.97
Oakmark International	OAKIX	International	16.80	(1.86)	26.21	0.38
Scout International	UMBWX	International	13.59	(3.62)	20.71	1.40
Matthews Asia Dividend Investor	MAPIX	Diversified Pacific/Asia	11.55	0.91	25.07	9.20
Fidelity International Small Cap	FISMX	International Small/Mid	15.30	(4.72)	26.04	0.29
Harding Loevner Intl Small Company	HLMSX	International Small/Mid	16.44	(4.12)	32.36	3.25
Wasatch International Growth	WAIGX	International Small/Mid	17.23	2.26	36.65	1.43
Westcore International Small Cap	WTIFX	International Small/Mid	16.36	5.50	36.79	3.85
Lazard Emerging Markets*	LZOEX	Emerging Equities	17.21	(2.38)	27.53	5.91
Driehaus Emerging Markets Growth	DREGX	Emerging Equities	12.72	(5.73)	27.96	4.87
Harding Loevner Emerging Markets	HLEMX	Emerging Equities	15.88	(2.76)	35.28	3.88
Wasatch Emerging Markets Small Cap*	WAEMX	Emerging Equities	19.00	7.35	48.94
Fidelity Real Estate Income	FRIFX	Real Estate	6.69	7.53	25.53	4.34
Cohen & Steers Realty Shares	CSRSX	Real Estate	10.40	10.62	45.23	0.49
Neuberger Berman Real Estate	NBRFX	Real Estate	9.54	12.32	47.10	2.53
Pyxis Long/Short Equity	HEOZX	Long/Short Equity	6.38	4.25	7.26	4.16
Marketfield Fund	MFLDX	Long/Short Equity	6.78	9.19	20.51
Wasatch Long/Short	FMLSX	Long/Short Equity	6.61	1.13	16.19	5.05
AQR Managed Futures Strategy	AQMNX	Managed Futures	(0.84)	(4.39)
Forward Commodity L/S Strategy	FCOMX	Managed Futures	(4.37)	(3.67)
Guggenheim L/S Commodities Strategy	RYLFX	Managed Futures	9.49	3.16
Grant Park Managed Futures Strategy	GPFNX	Managed Futures	(2.72)	(3.97)
Invesco Balanced-Risk Allocation	ABRYX	Hedge Fund	5.46	16.36

* Funds Closed to New Investors. Choose an open fund in the same category for your portfolio.