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 December 31, 2011.
You may sort this table by clicking on the heading of any column.
| Fund Name | Ticker | Asset Category | 3 Mo | YTD | 3 Yr | 5 Yr |
|---|---|---|---|---|---|---|
| Fidelity Short-Term Bond | FSHBX | Short-Term Bond | 0.23 | 1.78 | 4.28 | 2.12 |
| Wasatch-1st Source Income | FMEQX | Short-Term Bond | 0.37 | 3.86 | 4.64 | 4.63 |
| Weitz Short-Intermediate Income | WEFIX | Short-Term Bond | 0.49 | 2.11 | 5.87 | 5.17 |
| Fidelity Intermediate Government Inc | FSTGX | Intermediate Government | 0.58 | 5.71 | 3.65 | 5.81 |
| Managers Intermediate Duration Govt | MGIDX | Intermediate Government | 0.98 | 5.88 | 8.56 | 6.49 |
| Wells Fargo Advantage Government Sec | STVSX | Intermediate Government | 0.58 | 6.89 | 5.25 | 6.07 |
| Fidelity Inflation-Protected Bond | FINPX | Inflation-Protected Bond | 2.51 | 12.99 | 9.17 | 6.93 |
| American Century Infl-Adj Bond Inv | ACITX | Inflation-Protected Bond | 2.56 | 13.00 | 9.40 | 7.68 |
| PIMCO Real Return D | PRRDX | Inflation-Protected Bond | 2.54 | 11.12 | 12.08 | 7.91 |
| Fidelity Total Bond | FTBFX | Intermediate Bond | 1.76 | 7.38 | 11.73 | 6.55 |
| Metropolitan West Total Return Bond M | MWTRX | Intermediate Bond | 0.92 | 5.19 | 11.21 | 7.54 |
| PIMCO Total Return D | PTTDX | Intermediate Bond | 2.15 | 3.86 | 8.60 | 7.76 |
| Dreyfus International Bond | DIBRX | International Bond | (1.37) | 3.43 | 9.27 | 10.03 |
| Loomis Sayles Global Bond | LSGLX | International Bond | 1.74 | 3.50 | 10.76 | 6.07 |
| Fidelity High Income | SPHIX | High Yield Bond | 6.38 | 3.40 | 21.40 | 6.81 |
| Artio Global High Income | BJBHX | High Yield Bond | 4.79 | (0.17) | 20.26 | 6.47 |
| Metropolitan West High Yield Bond | MWHYX | High Yield Bond | 5.48 | 0.35 | 21.38 | 7.34 |
| Well Fargo Short Term High Yield | STHBX | High Yield Bond | 3.42 | 3.45 | 8.60 | 4.40 |
| Fidelity Floating Rate High Income | FFRHX | Bank Loan | 3.11 | 1.71 | 12.45 | 3.91 |
| RidgeWorth Floating Rate High Income | SAMBX | Bank Loan | 3.27 | 2.09 | 14.22 | 3.65 |
| Fidelity New Markets Income | FNMIX | Emerging Bonds | 5.42 | 7.92 | 20.12 | 8.38 |
| Payden Emerging Markets Bond | PYEMX | Emerging Bonds | 4.87 | 5.77 | 15.39 | 7.26 |
| PIMCO Emerging Markets Bond D | PEMDX | Emerging Bonds | 4.89 | 6.28 | 15.98 | 6.99 |
| FBR Large Cap Investor | FBRPX | Large Cap | 9.04 | (3.61) | 13.18 | 1.44 |
| FMI Large Cap | FMIHX | Large Cap | 10.71 | 1.49 | 14.23 | 2.22 |
| Fidelity Contrafund | FCNTX | Large Growth | 8.29 | (0.12) | 15.26 | 2.58 |
| Jensen Quality Growth | JENSX | Large Growth | 9.13 | (1.05) | 13.06 | 1.69 |
| Wells Fargo Advantage Growth Inv | SGROX | Large Growth | 9.87 | 7.88 | 26.91 | 8.75 |
| Forester Value | FVALX | Large Value | 0.49 | (0.25) | 7.69 | 3.26 |
| Yacktman | YACKX | Large Value | 9.08 | 7.30 | 25.32 | 8.04 |
| Fidelity Low-Priced Stock | FLPSX | Mid Cap | 9.36 | (0.06) | 19.45 | 2.01 |
| Scout Mid Cap | UMBMX | Mid Cap | 7.48 | 0.32 | 24.21 | 8.36 |
| Westport R | WPFRX | Mid Cap | 15.83 | 3.24 | 18.51 | 5.37 |
| Brown Capital Mid-Cap | BCMSX | Mid-Cap Growth | 11.40 | (1.81) | 22.15 | 8.06 |
| Westcore Select | WTSLX | Mid-Cap Growth | 12.11 | (10.61) | 18.57 | 4.49 |
| American Century Mid Cap Value | ACMVX | Mid-Cap Value | 11.90 | (0.72) | 16.53 | 2.71 |
| Heartland Select Value | HRSVX | Mid-Cap Value | 10.11 | (6.68) | 15.91 | 1.73 |
| Artisan Mid Cap Value Investor | ARTQX | Mid-Cap Value | 13.19 | 6.42 | 20.07 | 4.53 |
| Fidelity Small Cap Discovery | FSCRX | Small Cap | 19.21 | 0.36 | 27.23 | 7.14 |
| Royce Special Equity | RYSEX | Small Cap | 13.83 | 0.08 | 16.17 | 5.29 |
| Neuberger Berman Genesis Inv | NBGNX | Small Cap | 12.78 | 4.70 | 17.96 | 5.61 |
| Brown Capital Small Company | BCSIX | Small Growth | 9.53 | 0.11 | 22.47 | 8.62 |
| FBR Small Cap Investor | FBRYX | Small Growth | 18.52 | 2.26 | 18.25 | |
| Heartland Value Plus | HRVIX | Small Value | 16.32 | (5.37) | 16.40 | 5.73 |
| Intrepid Small Cap | ICMAX | Small Value | 8.85 | 1.72 | 20.21 | 11.66 |
| Royce Micro-Cap Invmt | RYOTX | Micro Cap | 9.69 | (12.10) | 22.38 | 2.39 |
| Westcore Micro Cap Opportunity | WTMIX | Micro Cap | 16.39 | (3.55) | 15.99 | |
| Fidelity International Growth | FIGFX | International | 7.40 | (8.95) | 13.68 | |
| Manning & Napier International | EXITX | International | 1.50 | (12.93) | 9.29 | (0.25) |
| Scout International | UMBWX | International | 5.88 | (12.35) | 10.56 | (0.38) |
| Matthews Asia Dividend Investor | MAPIX | Diversified Pacific/Asia | 1.76 | (10.02) | 18.04 | 7.35 |
| Fidelity International Small Cap | FISMX | International Small/Mid | (0.84) | (15.53) | 16.01 | (1.38) |
| Westcore International Small Cap | WTIFX | International Small/Mid | 3.11 | (5.75) | 28.03 | 1.95 |
| Harding Loevner Intl Small Company | HLMSX | International Small/Mid | 1.22 | (13.67) | 22.53 | |
| Lazard Emerging Markets | LZOEX | Emerging Equities | 3.81 | (18.02) | 19.62 | 3.18 |
| Driehaus Emerging Markets Growth | DREGX | Emerging Equities | 3.06 | (15.01) | 21.52 | 2.98 |
| Wasatch Emerging Markets Small Cap | WAEMX | Emerging Equities | 2.31 | (14.01) | 38.28 | |
| Fidelity Real Estate Income | FRIFX | Real Estate | 6.02 | 4.71 | 22.18 | 3.34 |
| Cohen & Steers Realty Shares | CSRSX | Real Estate | 14.41 | 6.18 | 23.34 | (1.06) |
| Neuberger Berman Real Estate Tr | NBRFX | Real Estate | 15.91 | 8.30 | 23.96 | 1.14 |
| Highland Long/Short Equity | HEOZX | Long/Short Equity | 2.74 | (2.00) | 7.06 | 3.55 |
| Marketfield | MFLDX | Long/Short Equity | 7.10 | 3.70 | 16.43 | |
| Wasatch Long/Short | FMLSX | Long/Short Equity | 8.44 | 1.77 | 13.39 | 3.75 |
| Hussman Strategic Growth | HSGFX | Long/Short Equity | (5.15) | 1.64 | 1.04 | (0.58) |
| Hussman Strategic International Eq | HSIEX | Long/Short Equity | (3.84) | (3.93) | ||
| AQR Managed Futures Strategy | AQMNX | Managed Futures | (2.70) | (6.59) | ||
| Forward Commodity L/S Strategy | FCOMX | Managed Futures | (0.86) | 9.68 | ||
| Rydex|SGI L/S Commodities Strategy | RYLFX | Managed Futures | 2.46 | (1.83) | ||
| Grant Park Managed Futures Strategy | GPFNX | Emerging Equities | (1.29) | |||
| Invesco Balanced-Risk Allocation | ABRYX | Hedge Fund | 5.63 | 10.53 |