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, 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	0.23	2.37	2.64	2.26
Wasatch-1st Source Income	FMEQX	Short-Term Bond	0.03	2.81	3.63	4.07
American Century Short Duration	ACSNX	Short-Term Bond	0.22	2.14	2.48	3.59
Fidelity Intermediate Government	FSTGX	Intermediate Government	(0.06)	1.97	4.13	4.63
Managers Intermediate Duration Govt	MGIDX	Intermediate Government	(0.15)	3.06	5.40	5.82
Wells Fargo Advantage Government	STVSX	Intermediate Government	(0.30)	2.41	4.89	5.16
Fidelity Inflation-Protected Bond	FINPX	Inflation-Protected Bond	0.59	6.49	8.41	6.42
American Century Infl-Adj Bond	ACITX	Inflation-Protected Bond	0.54	6.68	8.34	6.84
PIMCO Real Return D	PRRDX	Inflation-Protected Bond	0.90	8.82	9.10	7.47
Fidelity Total Bond	FTBFX	Intermediate Bond	0.58	6.51	7.49	7.04
Loomis Sayles Core Plus Bond	NERYX	Intermediate Bond	1.78	11.59	10.07	9.47
Metropolitan West Total Return Bond	MWTRX	Intermediate Bond	1.47	11.39	9.33	8.56
PIMCO Total Return D	PTTDX	Intermediate Bond	1.09	10.04	7.44	8.02
Loomis Sayles Global Bond	LSGLX	International Bond	0.44	7.81	6.30	6.02
PIMCO Foreign Bond (USD-Hedged) D	PFODX	International Bond	1.78	10.74	8.60	8.09
Fidelity High Income	SPHIX	High Yield Bond	2.61	14.87	10.55	9.32
American Century High-Yield	ABHIX	High Yield Bond	3.06	15.04	10.61	8.67
Metropolitan West High Yield Bond	MWHYX	High Yield Bond	2.57	14.20	9.30	9.63
Well Fargo Short Term High Yield	STHBX	High Yield Bond	1.33	6.45	5.60	5.04
Fidelity Floating Rate High Income	FFRHX	Bank Loan	1.12	6.80	5.41	4.74
PIMCO Senior Floating Rate D	PSRDX	Bank Loan	1.55	7.02
Eaton Vance Floating Rate **	EVBLX	Bank Loan	1.46	8.12	6.45	4.16
Fidelity New Markets Income	FNMIX	Emerging Bonds	3.90	20.00	12.85	11.18
Payden Emerging Markets Bond	PYEWX	Emerging Bonds	3.83	19.02	12.24	10.19
PIMCO Emerging Markets Bond D	PEMDX	Emerging Bonds	3.35	16.35	11.66	9.17
Dreyfus Appreciation	DGAGX	Large Cap	(2.31)	10.18	10.98	2.27
FMI Large Cap	FMIHX	Large Cap	0.79	14.86	9.11	4.25
Fidelity Contrafund	FCNTX	Large Growth	(1.59)	16.26	10.73	1.97
Jensen Quality Growth	JENSX	Large Growth	2.16	13.54	7.89	2.84
ASTON/Montag & Caldwell Growth	MCGFX	Large Growth	(1.77)	12.70	7.96	1.93
Yacktman Focused	YAFFX	Large Value	(0.27)	10.57	9.93	10.59
Fidelity Low-Priced Stock	FLPSX	Mid Cap	3.21	18.50	12.65	4.88
Parnassas Mid Cap	PARMX	Mid Cap	2.53	18.57	13.31	6.95
Scout Mid Cap	UMBMX	Mid Cap	0.94	9.89	12.13	6.13
Westport R	WPFRX	Mid-Cap Growth	1.80	12.26	11.64	5.10
Neuberger Berman Genesis	NBGNX	Mid-Cap Growth	2.26	9.93	11.80	3.45
American Century Mid Cap Value	ACMVX	Mid-Cap Value	3.52	16.44	11.39	6.34
Artisan Mid Cap Value	ARTQX	Mid-Cap Value	3.90	11.39	10.68	6.46
Fidelity Small Cap Discovery	FSCRX	Small Cap	7.62	24.03	18.11	12.45
SouthernSun Small Cap	SSSFX	Small Cap	8.25	18.97	23.13	10.18
Royce Special Equity	RYSEX	Small Cap	3.02	15.36	11.36	7.34
Paradigm Select	PFSLX	Small Blend	1.58	9.07	11.62	3.54
Brown Capital Mgmt Small Company	BCSIX	Small Growth	2.51	17.47	12.96	7.95
Wasatch Small Cap Growth	WAAEX	Small Growth	0.87	16.95	14.64	5.51
Artisan Small Cap	ARTSX	Small Growth	(0.77)	17.84	14.96	4.19
Intrepid Small Cap	ICMAX	Small Value	1.49	8.87	9.63	11.35
Heartland Value Plus	HRVIX	Small Value	1.46	11.38	10.64	7.05
Westcore Micro Cap Opportunity	WTMIX	Micro Cap	0.78	15.60	14.18
TETON Westwood Mighty Mites	WEMMX	Micro Cap	5.24	18.22	12.58	6.73
Fidelity International Growth	FIGFX	International	4.40	19.77	8.44	0.43
Oakmark International	OAKIX	International	13.82	29.22	8.87	3.52
Scout International	UMBWX	International	7.09	21.28	6.35	0.20
Matthews Asia Dividend	MAPIX	Diversified Pacific/Asia	4.99	21.63	10.37	7.99
Fidelity International Small Cap	FISMX	International Small/Mid	4.20	18.89	7.99	(0.41)
Harding Loevner Intl Small Company	HLMSX	International Small/Mid	4.91	23.88	9.70	3.35
Wasatch International Growth	WAIGX	International Small/Mid	5.33	33.08	16.26	3.52
Westcore International Small Cap	WTIFX	International Small/Mid	5.48	24.84	16.75	5.96
Lazard Emerging Markets Equity Open	LZOEX	Emerging Equities	5.52	22.03	6.99	1.46
Driehaus Emerging Markets Growth	DREGX	Emerging Equities	7.70	19.51	7.86	(0.56)
Harding Loevner Emerging Markets	HLEMX	Emerging Equities	6.34	22.73	6.99	(0.93)
Wasatch Emerging Markets Small Cap	WAEMX	Emerging Equities	6.14	27.75	15.76	7.71
Fidelity Real Estate Income	FRIFX	Real Estate	2.71	18.84	13.92	8.41
Fidelity Real Estate Investment	FRESX	Real Estate	2.17	18.02	18.39	6.39
Cohen & Steers Realty Shares	CSRSX	Real Estate	2.04	15.72	16.03	6.31
Neuberger Berman Real Estate	NBRFX	Real Estate	2.71	16.74	18.33	7.70
Fidelity Select Technology	FSPTX	Technology	(3.20)	17.16	10.31	4.55
Firsthand Technology Opportunities	TEFQX	Technology	(3.52)	16.67	10.42	6.17
Robeco Boston Partners L/S Research	BPRRX	Long/Short Equity	3.47	13.13
MainStay Marketfield	MFLDX	Long/Short Equity	2.47	13.50	10.40	8.97
Wasatch Long/Short	FMLSX	Long/Short Equity	2.22	8.67	6.56	4.47
AQR Managed Futures Strategy	AQMNX	Managed Futures	3.66	2.68
Grant Park Managed Futures Strategy	GPFNX	Managed Futures	(3.11)	(5.84)
Princeton Futures Strategy **	PFFAX	Managed Futures	(3.65)	(4.84)
Invesco Balanced-Risk Allocation	ABRYX	Hedge Fund	0.22	10.83	11.54
PIMCO All Asset All Authority D	PAUDX	Hedge Fund	3.14	17.32	9.85	7.83
Arbitrage R	ARBFX	Hedge Fund	0.82	0.27	2.05	3.05
Merger	MERFX	Hedge Fund	1.34	3.61	2.89	2.93
Eaton Vance Global Macro Abs Ret**	EAGMX	Nontraditional Bond	(0.40)	3.79	2.51	3.94
Eaton Vance Multi-Strat Abs Ret **	EADDX	Nontraditional Bond	(0.07)	2.33	3.38	3.46
Forward Credit Analysis Long/Short	FLSRX	Nontraditional Bond	1.90	13.96	7.90
PIMCO Unconstrained Bond D	PUBDX	Nontraditional Bond	0.62	8.60	4.63
Scout Unconstrained Bond	SUBFX	Nontraditional Bond	2.85	23.07

* 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.