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 June 30, 2010.
You may sort this table by clicking on the heading of any column.
| Bond Funds | Ticker | Asset Category | 3 Mths | 1 Yr | 3 Yr | 5 Yr |
|---|---|---|---|---|---|---|
| Weitz Short-Intermediate Income | WEFIX | Short-Term Bond | 1.38 | 7.61 | 6.89 | 5.34 |
| Wasatch-1st Source Income | FMEQX | Short-Term Bond | 2.18 | 6.73 | 5.90 | 4.43 |
| Fidelity Short-Term Bond | FSHBX | Short-Term Bond | 1.24 | 6.63 | 2.03 | 2.59 |
| Wells Fargo Advantage Govt Sec | STVSX | Intermediate Government | 3.42 | 7.86 | 7.49 | 5.26 |
| Fidelity Intermediate Government Inc | FSTGX | Intermediate Government | 3.27 | 5.96 | 7.24 | 5.33 |
| Fidelity Inflation-Protected Bond | FINPX | Inflation-Protected Bond | 3.72 | 9.19 | 6.33 | 4.04 |
| PIMCO Total Return D | PTTDX | Intermediate Bond | 2.67 | 12.98 | 10.78 | 7.10 |
| Metropolitan West Total Return Bond M | MWTRX | Intermediate Bond | 3.51 | 19.71 | 9.24 | 7.22 |
| Fidelity Total Bond | FTBFX | Intermediate Bond | 2.76 | 14.48 | 7.20 | 5.54 |
| PIMCO Foreign Bond (USD-Hedged) D | PFODX | World Bond | 3.61 | 18.75 | 9.04 | 5.83 |
| Loomis Sayles Global Bond | LSGLX | World Bond | (1.27) | 10.64 | 6.06 | 4.97 |
| Metropolitan West High Yield Bond | MWHYX | High Yield Bond | (0.23) | 22.96 | 7.74 | 7.62 |
| Fidelity High Income | SPHIX | High Yield Bond | (1.11) | 23.99 | 5.90 | 6.78 |
| Artio Global High Income A | BJBHX | High Yield Bond | (2.24) | 22.68 | 6.12 | 7.48 |
| Well Fargo Short Term High Yield | STHBX | High Yield Bond | 0.07 | 8.83 | 3.87 | 4.44 |
| Fidelity New Markets Income | FNMIX | Emerging Bonds | (0.20) | 20.39 | 8.77 | 9.05 |
| Payden Emerging Markets Bond | PYEMX | Emerging Bonds | 0.43 | 21.32 | 6.90 | 7.98 |
| PIMCO Emerging Markets Bond D | PEMDX | Emerging Bonds | 1.89 | 20.44 | 7.11 | 7.56 |
| FMI Large Cap | FMIHX | Large Cap | (10.30) | 16.96 | (4.67) | 3.27 |
| Scout Stock | UMBSX | Large Cap | (12.98) | 7.50 | (6.44) | 1.00 |
| Wells Fargo Advantage Growth Inv | SGROX | Large Growth | (8.57) | 25.32 | (2.20) | 5.43 |
| Aston/Montag & Caldwell Growth N | MCGFX | Large Growth | (12.47) | 7.78 | (3.82) | 1.84 |
| Fidelity Contrafund | FCNTX | Large Growth | (8.11) | 16.41 | (5.29) | 3.04 |
| Fidelity Blue Chip Growth | FBGRX | Large Growth | (12.33) | 21.24 | (4.83) | 0.68 |
| Forester Value N | FVALX | Large Value | (4.79) | 13.80 | 2.91 | 3.47 |
| Yacktman | YACKX | Large Value | (9.67) | 22.53 | 4.05 | 6.20 |
| Wasatch-1st Source Income Equity | FMIEX | Large Value | (13.04) | 9.72 | (7.72) | 2.35 |
| Westport R | WPFRX | Mid Cap | (10.72) | 17.30 | (3.67) | 3.48 |
| FBR Pegasus Mid Cap Investor | FBRMX | Mid Cap | (9.19) | 18.05 | (1.86) | |
| Scout Mid Cap | UMBMX | Mid Cap | (10.21) | 25.60 | (2.07) | |
| Fidelity Low-Priced Stock | FLPSX | Mid Cap | (9.96) | 21.11 | (6.44) | 2.28 |
| Westcore Select | WTSLX | Mid-Cap Growth | (9.40) | 27.42 | (2.61) | 6.43 |
| CAN SLIM Select Growth | CANGX | Mid-Cap Growth | (8.85) | 6.25 | (3.90) | |
| Buffalo Mid Cap | BUFMX | Mid-Cap Growth | (10.00) | 21.15 | (4.53) | 2.97 |
| Fidelity New Millennium | FMILX | Mid-Cap Growth | (11.56) | 19.69 | (5.52) | 4.06 |
| Robeco Mid Cap Value Inv | BPMCX | Mid-Cap Value | (11.59) | 21.49 | (5.35) | 3.48 |
| Artisan Mid Cap Value Investor | ARTQX | Mid-Cap Value | (8.40) | 18.34 | (4.85) | 2.87 |
| Dreyfus Opportunistic Small Cap | DSCVX | Small Cap | (11.46) | 27.31 | 0.55 | 6.28 |
| Fidelity Small Cap Discovery | FSCRX | Small Cap | (7.10) | 26.49 | (1.16) | 4.76 |
| Parnassus Small-Cap | PARSX | Small Cap | (6.51) | 28.62 | 0.08 | 5.93 |
| Royce Special Equity | RYSEX | Small Cap | (9.77) | 14.67 | (1.95) | 3.91 |
| Brown Capital Mgmt Small Co | BCSIX | Small Growth | (8.06) | 17.66 | 1.28 | 7.25 |
| Buffalo Small Cap | BUFSX | Small Growth | (11.48) | 12.87 | (5.13) | 2.24 |
| FBR Pegasus Small Cap Investor | FBRYX | Small Growth | (9.04) | 20.43 | (2.34) | |
| Intrepid Small Cap | ICMAX | Small Value | (5.12) | 22.04 | 11.33 | |
| Heartland Value Plus | HRVIX | Small Value | (7.33) | 24.11 | (1.20) | 5.75 |
| Royce Micro-Cap Inv | RYOTX | Micro Cap | (5.77) | 26.32 | (4.09) | 6.50 |
| Scout International | UMBWX | International | (12.36) | 13.40 | (7.57) | 4.58 |
| Manning & Napier World Opportunities A | EXWAX | International | (13.58) | 11.09 | (8.81) | 4.74 |
| Fidelity International Discovery | FIGRX | International | (14.17) | 6.50 | (12.62) | 1.74 |
| Westcore International Frontier | WTIFX | International Small/Mid | (2.07) | 26.09 | (7.75) | 3.08 |
| Lazard Emerging Markets | LZOEX | Emerging Equities | (9.03) | 24.58 | (1.43) | 13.53 |
| Neuberger Berman Real Estate Tr | NBRFX | Real Estate | (2.55) | 55.36 | (4.39) | 3.45 |
| Cohen & Steers Realty Shares | CSRSX | Real Estate | (4.85) | 54.05 | (7.58) | 1.51 |
| Fidelity Real Estate Income | FRIFX | Real Estate | 0.71 | 30.56 | 0.29 | 2.89 |
| Hussman Strategic Growth | HSGFX | Long-Short Equities | 5.57 | 3.67 | 0.98 | 1.98 |
| Akros Absolute Return | AARFX | Long-Short Equities | (0.75) | (0.09) | 4.04 | |
| Wasatch-1st Source Long/Short | FMLSX | Long-Short Equities | (8.56) | 7.19 | (1.44) | 4.00 |
| Rydex Managed Futures Strategy H | RYMFX | Long-Short Commodities | (1.70) | (5.58) | 1.33 | |
| Invesco Balanced-Risk Allc Y | ABRYX | World Allocation | 1.59 | 14.67 |