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, 2011.
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 | 0.97 | 2.61 | 3.17 | 2.69 |
| Wasatch-1st Source Income | FMEQX | Short-Term Bond | 1.84 | 2.60 | 4.77 | 5.05 |
| Weitz Short-Intermediate Income | WEFIX | Short-Term Bond | 1.13 | 3.27 | 5.91 | 5.88 |
| Fidelity Intermediate Government Inc | FSTGX | Intermediate Government | 2.10 | 2.30 | 5.03 | 5.81 |
| Managers Intermediate Duration Govt | MGIDX | Intermediate Government | 2.42 | 4.57 | 7.80 | 6.93 |
| Wells Fargo Advantage Government Sec | STVSX | Intermediate Government | 2.11 | 2.58 | 5.73 | 6.02 |
| Fidelity Inflation-Protected Bond | FINPX | Inflation-Protected Bond | 3.32 | 7.05 | 4.65 | 5.88 |
| American Century Infl-Adj Bond Inv | ACITX | Inflation-Protected Bond | 3.44 | 6.79 | 4.99 | 6.56 |
| PIMCO Real Return D | PRRDX | Inflation-Protected Bond | 3.19 | 7.46 | 6.04 | 7.04 |
| Fidelity Total Bond | FTBFX | Intermediate Bond | 2.18 | 6.39 | 8.08 | 6.83 |
| Metropolitan West Total Return Bond | MWTRX | Intermediate Bond | 1.36 | 6.59 | 10.08 | 8.40 |
| PIMCO Total Return D | PTTDX | Intermediate Bond | 1.79 | 5.63 | 9.14 | 8.54 |
| Dreyfus International Bond I | DIBRX | International Bond | 1.99 | 14.08 | 11.52 | 11.05 |
| Loomis Sayles Global Bond Retail | LSGLX | International Bond | 3.30 | 13.82 | 7.38 | 7.44 |
| Fidelity High Income | SPHIX | High Yield Bond | 0.30 | 15.10 | 10.85 | 8.62 |
| Artio Global High Income A | BJBHX | High Yield Bond | 0.86 | 15.43 | 11.42 | 9.18 |
| Metropolitan West High Yield Bond | MWHYX | High Yield Bond | (0.35) | 14.05 | 13.32 | 9.53 |
| Well Fargo Short Term High Yield | STHBX | High Yield Bond | 0.55 | 6.90 | 5.26 | 4.95 |
| Fidelity Floating Rate High Income | FFRHX | Bank Loan | 0.05 | 8.09 | 5.35 | 4.68 |
| RidgeWorth Floating RT High Income | SAMBX | Bank Loan | 0.48 | 10.59 | 5.23 | 4.69 |
| PIMCO Floating Income D | PFIDX | Bank Loan | (0.51) | 6.73 | 4.58 | 2.82 |
| Fidelity New Markets Income | FNMIX | Emerging Bonds | 3.39 | 11.02 | 11.04 | 9.81 |
| Payden Emerging Markets Bond | PYEMX | Emerging Bonds | 3.70 | 11.67 | 11.69 | 9.52 |
| PIMCO Emerging Markets Bond D | PEMDX | Emerging Bonds | 2.73 | 10.12 | 9.32 | 8.64 |
| Fidelity Dividend Growth | FDGFX | Large Cap | (2.05) | 35.57 | 7.62 | 4.48 |
| FBR Large Cap Investor | FBRPX | Large Cap | (0.17) | 26.45 | 4.20 | 4.77 |
| FMI Large Cap | FMIHX | Large Cap | 1.83 | 25.40 | 6.30 | 5.54 |
| Fidelity Focused Stock | FTQGX | Large Growth | 1.15 | 43.24 | 5.09 | 5.95 |
| Jensen J | JENSX | Large Growth | 1.75 | 27.38 | 7.02 | 5.58 |
| Wells Fargo Advantage Growth Inv | SGROX | Large Growth | 1.33 | 48.14 | 12.73 | 10.71 |
| Forester Value N | FVALX | Large Value | 1.13 | 11.69 | 6.30 | 4.65 |
| Wasatch Large Cap Value | FMIEX | Large Value | (2.11) | 27.36 | 1.73 | 4.36 |
| Yacktman | YACKX | Large Value | 2.57 | 27.78 | 18.36 | 10.71 |
| Fidelity Low-Priced Stock | FLPSX | Mid Cap | 2.21 | 34.29 | 8.25 | 6.10 |
| Scout Mid Cap | UMBMX | Mid Cap | 2.20 | 48.34 | 11.17 | |
| Westport R | WPFRX | Mid Cap | 0.32 | 35.60 | 5.71 | 8.26 |
| Brown Capital Mid-Cap | BCMSX | Mid-Cap Growth | (2.06) | 37.79 | 15.06 | 11.04 |
| Westcore Select | WTSLX | Mid-Cap Growth | (1.13) | 42.73 | 13.78 | 10.88 |
| American Century Mid Cap Value | ACMVX | Mid-Cap Value | (0.68) | 25.98 | 10.45 | 6.48 |
| Heartland Select Value | HRSVX | Mid-Cap Value | (2.74) | 30.41 | 6.32 | 5.85 |
| Artisan Mid Cap Value Investor | ARTQX | Mid-Cap Value | 0.09 | 33.57 | 8.28 | 7.48 |
| Fidelity Small Cap Discovery | FSCRX | Small Cap | (0.84) | 39.57 | 18.87 | 9.85 |
| Parnassus Small-Cap | PARSX | Small Cap | (4.10) | 34.40 | 13.81 | 8.85 |
| Royce Special Equity | RYSEX | Small Cap | (2.40) | 27.12 | 11.33 | 7.68 |
| Dreyfus Opportunistic Small Cap | DSCVX | Small Cap | (4.12) | 38.63 | 18.83 | 12.30 |
| Brown Capital Small Company | BCSIX | Small Growth | 3.07 | 47.93 | 15.18 | 13.01 |
| FBR Small Cap Investor | FBRYX | Small Growth | (1.02) | 36.86 | 10.42 | |
| Heartland Value Plus | HRVIX | Small Value | (1.57) | 33.38 | 8.70 | 10.67 |
| Intrepid Small Cap | ICMAX | Small Value | (0.36) | 21.41 | 19.25 | 14.91 |
| Royce Micro-Cap Inv | RYOTX | Micro Cap | (4.34) | 35.54 | 9.74 | 7.56 |
| Westcore Micro Cap Opportunity | WTMIX | Micro Cap | (2.73) | 35.08 | 8.98 | |
| Fidelity International Growth | FIGFX | International | 2.04 | 35.02 | 2.24 | |
| Manning and Napier International | EXITX | International | 4.67 | 35.48 | 6.86 | 6.57 |
| Scout International | UMBWX | International | 1.48 | 31.93 | 1.95 | 6.00 |
| Fidelity International Small Cap | FISMX | International Small/Mid | 2.71 | 40.32 | 3.15 | 4.34 |
| Westcore International Small Cap | WTIFX | International Small/Mid | 3.49 | 43.61 | 12.29 | 6.90 |
| Harding Loevner Intl Small Company Inv | HLMSX | International Small/Mid | 3.02 | 39.95 | 10.77 | |
| Lazard Emerging Markets | LZOEX | Emerging Equities | 0.41 | 26.44 | 5.19 | 12.11 |
| Driehaus Emerging Markets Growth | DREGX | Emerging Equities | (0.79) | 29.41 | 4.12 | 11.37 |
| BNY Mellon Emerging Markets Inv | MIEGX | Emerging Equities | (1.87) | 25.84 | 5.88 | 10.08 |
| Wasatch Emerging Markets Small Cap | WAEMX | Emerging Equities | 4.44 | 34.21 | 15.31 | |
| Fidelity Real Estate Income | FRIFX | Real Estate | 0.85 | 16.47 | 10.22 | 4.97 |
| Cohen & Steers Realty Shares | CSRSX | Real Estate | 3.70 | 34.86 | 7.91 | 3.44 |
| Neuberger Berman Real Estate | NBRFX | Real Estate | 4.01 | 33.53 | 11.24 | 5.12 |
| Highland Long/Short Equity | HEOZX | Long/Short Equity | 0.00 | 7.02 | 3.91 | |
| Marketfield | MFLDX | Long/Short Equity | 0.29 | 14.65 | 10.36 | |
| Wasatch Long/Short | FMLSX | Long/Short Equity | (2.33) | 21.78 | 5.88 | 6.22 |
| AQR Managed Futures Strategy N | AQMNX | Managed Futures | (1.20) | 3.20 | ||
| Rydex L/S Commodities Strategy H | RYLFX | Managed Futures | (2.60) | 21.79 | ||
| Invesco Balanced-Risk Allocation | ABRYX | Hedge Fund | 1.69 | 12.28 |