Favorite Mutual Funds for Your Investment Portfolio

These are our favorite no-load (or load waived) mutual fund for you to consider for your investment portfolio, you 401k plan, your Traditional IRA, your Roth IRA, or your retirement portfolio asset allocation. Investment returns shown are as of March 31, 2015.

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 Limited Term Bond	FJRLX	Short-Term Bond	1.14	2.29
Baird Short-Term Bond	BSBSX	Short-Term Bond	0.73	1.44
Pioneer Short Term Income	STABX	Short-Term Bond	0.39	1.02	1.84	2.42
Fidelity Intermediate Government Inc	FSTGX	Intermediate Government	1.24	3.07	1.59	2.75
American Century Short Dur Infl Prot Bond	APOIX	Inflation-Protected Bond	0.70	(1.13)	(0.63)	2.75
Fidelity Strategic Real Return	FSRRX	Inflation-Protected Bond	0.11	(2.90)	1.28	4.06
Baird Core Plus Bond	BCOSX	Intermediate-Term Bond	1.77	5.75	4.09	5.56
Fidelity Total Bond	FTBFX	Intermediate-Term Bond	1.93	5.29	3.89	5.23
Metropolitan West Total Return Bond	MWTRX	Intermediate-Term Bond	1.34	5.38	5.24	6.22
Dreyfus International Bond	DIBAX	International Bond	(0.06)	0.67	2.13	3.79
Payden Global Fixed Income	PYGFX	International Bond	2.48	7.33	5.14	4.70
PIMCO Foreign Bond (USD-Hedged) D	PFODX	International Bond	2.47	10.76	7.32	7.08
Allianz Short Duration High Inc D	ASHDX	High Yield Short Bond	2.21	2.73	4.62
Wells Fargo Short Term High Yield Bond	STHBX	High Yield Short Bond	1.92	1.72	3.28	4.07
Allianz High Yield Bond D	AYBDX	High Yield Bond	2.33	0.14	6.04
Fidelity High Income	SPHIX	High Yield Bond	2.26	1.38	6.37	7.51
Fidelity Floating Rate High Income	FFRHX	Bank Loan	2.00	1.48	3.49	3.88
Eaton Vance Floating Rate	EVBLX	Bank Loan	1.79	1.65	3.76	4.27
SEIX Floating Rate High Income **	SAMBX	Bank Loan	2.40	2.16	4.64	5.16
Fidelity New Markets Income	FNMIX	Emerging Bonds	0.75	1.42	3.67	6.22
Payden Emerging Markets Bond Adviser	PYEWX	Emerging Bonds	1.86	3.87	3.79	5.85
Parnassus Core Equity Investor	PRBLX	Large Cap	(0.78)	12.70	17.75	13.69
Fidelity Focused Stock	FTQGX	Large Growth	4.80	7.79	15.90	15.95
RidgeWorth Large Cap Value Equity	STVTX	Large Value	(1.89)	7.25	15.30	13.20
Parnassus Mid-Cap	PARMX	Mid Cap	1.82	13.23	15.30	14.78
Scout Mid Cap	UMBMX	Mid Cap	5.96	6.93	13.34	15.13
Baird MidCap Inv	BMDSX	Mid-Cap Growth	4.34	7.31	13.23	15.53
Congress Mid Cap Growth Retail	CMIDX	Mid-Cap Growth	4.33	14.43
Fidelity Low-Priced Stock	FLPSX	Mid-Cap Value	1.77	7.39	15.23	14.19
Artisan Mid Cap Value *	ARTQX	Mid-Cap Value	2.03	1.77	12.72	13.07
Fidelity Small Cap Discovery *	FSCRX	Small Cap	1.93	8.47	18.23	17.77
Fidelity Small Cap Enhanced Index	FCPEX	Small Cap	6.78	11.86	17.90	16.70
Hodges Small Cap	HDPSX	Small Cap	4.55	8.78	19.16	20.30
Brown Capital Small Company *	BCSIX	Small Growth	4.75	9.59	18.47	17.71
Rice Hall James Small Cap	RHJMX	Small Growth	6.47	10.56	14.61	17.10
Aston/Silvercrest Small Cap	ASCTX	Small Value	4.31	8.19	15.34
Robeco Boston Partners Sm Cap Val II Inv	BPSCX	Small Value	3.30	6.02	16.12	13.00
Perritt MicroCap Opportunities	PRCGX	Micro Cap	(0.58)	(1.06)	13.81	11.64
Rice Hall James Micro Cap	RHJSX	Micro Cap	6.61	6.68	15.11	15.88
Westcore Micro Cap Opportunity	WTMIX	Micro Cap	1.50	3.91	16.03	15.54
Artisan International Investor	ARTIX	International	4.24	5.16	11.95	10.30
Fidelity International Growth	FIGFX	International	6.48	4.36	10.11	9.52
FMI International	FMIJX	International	7.94	10.92	14.85
Matthews Asia Dividend*	MAPIX	International	8.64	10.50	9.53	8.15
Fidelity International Small Cap	FISMX	International Small/Mid	5.45	(0.24)	11.60	10.39
Harding Loevner Intl Small Company	HLMSX	International Small/Mid	4.60	(3.93)	9.89	9.74
Wasatch International Opportunities	WAIOX	International Small/Mid	5.22	5.53	13.41	11.24
Lazard Emerging Markets Equity *	LZOEX	Emerging Mkts Equity	(1.98)	(5.90)	(1.20)	1.38
Harding Loevner Emerging Markets	HLEMX	Emerging Mkts Equity	1.42	(0.97)	3.24	4.19
Driehaus Emerging Markets Small Cap	DRESX	Emerging Mkts Small Cap	4.24	3.30	11.79	10.35
Harding Loevner Frontier Emerg Mkts	HLMOX	Frontier Mkts Equity	(3.04)	(4.58)	9.09
Wasatch Frontier Emerg Small Countries	WAFMX	Emerging Mkts Small Cap	(4.52)	(4.74)	13.89
Fidelity Real Estate Income	FRIFX	Real Estate	2.59	9.56	10.21	10.82
Fidelity Real Estate Investment	FRESX	Real Estate	4.46	24.19	13.37	15.52
AMG Managers Real Estate Securities	MRESX	Real Estate	6.68	10.83	10.71	9.38
Third Avenue Real Estate Value Investor	TVRVX	Global Real Estate	2.97	10.02	15.83	12.83
Fidelity Select Technology	FSPTX	Technology	5.28	14.23	13.76	14.86
Firsthand Technology Opportunities	TEFQX	Technology	8.60	13.63	15.84	14.76
Diamond Hill Long-Short **	DIAMX	Long/Short Equity	(0.21)	5.21	10.03	8.18
Hancock Horizon Quant Long/Short **	HHQAX	Long/Short Equity	2.44	9.68	11.20	11.12
Wasatch Long/Short	FMLSX	Long/Short Equity	(1.68)	(4.56)	5.21	6.05
AQR Managed Futures Strategy	AQMNX	Managed Futures	8.54	26.37	10.28	5.70
Aspen Managed Futures Strategy **	MFBPX	Managed Futures	5.47	18.28	5.83
Credit Suisse Managed Futures Strategy **	CSAAX	Managed Futures	10.89	33.38
Invesco Balanced-Risk Allocation**	ABRZX	Hedge Fund	3.30	7.52	5.27	8.57
Arbitrage Event-Driven	AEDFX	Hedge Fund	0.21	(1.97)	1.00
Grant Park Multi Alternative Strategies	GPANX	Hedge Fund	3.94	17.33
Merger Fund	MERFX	Hedge Fund	1.41	2.34	2.99	2.67
Maingate MLP **	AMLPX	Energy Limited Partnership	(1.32)	4.78	13.34
Eagle MLP Strategy**	EGLAX	Energy Limited Partnership	0.53	2.10
Oppenheimer SteelPath MLP Alpha **	MLPAX	Energy Limited Partnership	(2.36)	(0.36)	9.58	9.97
BlackRock Global Long/Short Credit	BGCAX	Alternative Bond	1.64	1.15	3.62
Dreyfus Opportunistic Fixed Income	DSTAX	Alternative Bond	2.00	2.49	4.48	4.76
Metropolitan West Unconstrained Bond	MWCRX	Alternative Bond	0.56	2.47	5.04

* 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.