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 September 30, 2013.

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	0.54	0.57	1.48	2.61
Weitz Short-Intermediate Income	WSHNX	Short-Term Bond	1.00	1.35
American Century Short Duration	ACSNX	Short-Term Bond	0.38	0.10	1.30	2.93
Fidelity Intermediate Government Inc	FSTGX	Intermediate Government	0.46	(1.02)	1.62	3.63
Managers Intermediate Duration Govt	MGIDX	Intermediate Government	1.23	(1.07)	2.77	5.57
Wells Fargo Advantage Government Secs	STVSX	Intermediate Government	0.46	(2.18)	1.95	4.15
Fidelity Inflation-Protected Bond	FINPX	Inflation-Protected Bond	0.68	(6.44)	3.57	4.81
American Century Short Dur Infl Prot Bond	APOIX	Inflation-Protected Bond	0.68	(1.57)	2.95	4.74
Eaton Vance Short Term Real Return **	EARRX	Inflation-Protected Bond	0.64	(0.01)	3.12
Fidelity Total Bond	FTBFX	Intermediate Bond	0.84	(0.82)	4.00	7.27
Loomis Sayles Core Plus Bond	NERYX	Intermediate Bond	0.97	(0.35)	5.48	9.78
Metropolitan West Total Return Bond	MWTRX	Intermediate Bond	1.16	1.15	5.28	9.07
Dreyfus International Bond **	DIBAX	International Bond	1.18	(2.87)	2.23	8.37
Loomis Sayles Global Bond	LSGLX	International Bond	2.13	(2.39)	2.47	6.87
PIMCO Foreign Bond (USD-Hedged) D	PFODX	International Bond	0.96	0.99	4.69	8.60
Fidelity High Income	SPHIX	High Yield Bond	2.25	5.76	8.22	11.54
American Century High-Yield Inv	ABHIX	High Yield Bond	1.94	6.07	8.07	10.67
Metropolitan West High Yield Bond	MWHYX	High Yield Bond	2.17	6.31	7.10	12.14
AllianzGI Short Duration High Inc D	ASHDX	High Yield Bond	2.07	4.13
Wells Fargo Short Term High Yield Bond	STHBX	High Yield Bond	1.88	3.23	4.43	5.46
Fidelity Floating Rate High Income	FFRHX	Bank Loan	1.08	3.46	4.53	6.11
Eaton Vance Floating Rate **	EVBLX	Bank Loan	1.08	4.49	5.44	6.56
SEIX Floating Rate High Income**	SAMBX	Bank Loan	1.19	5.09	5.87	6.42
PIMCO Senior Floating Rate D	PSRDX	Bank Loan	0.77	4.17
Fidelity New Markets Income	FNMIX	Emerging Bonds	1.05	(3.25)	5.94	11.10
Ashmore Emerging Mkts Corp Debt **	ECDAX	Emerging Bonds	0.88	2.01
Payden Emerging Markets Bond	PYEWX	Emerging Bonds	(0.42)	(5.03)	4.08	9.86
PIMCO Emerging Markets Bond D	PEMDX	Emerging Bonds	0.91	(4.02)	4.13	9.24
Dreyfus Appreciation	DGAGX	Large Cap	4.41	9.10	13.18	8.44
FMI Large Cap*	FMIHX	Large Cap	4.48	20.94	15.08	10.55
Fidelity Contrafund	FCNTX	Large Growth	8.94	19.46	15.54	11.12
Jensen Quality Growth	JENSX	Large Growth	5.47	22.01	13.60	8.66
ASTON/Montag & Caldwell Growth	MCGFX	Large Growth	4.06	12.99	13.37	8.40
RidgeWorth Large Cap Value Equity	STVTX	Large Value	7.14	25.87	16.44	10.91
Yacktman Focused	YAFFX	Large Value	1.84	18.45	14.52	15.82
Fidelity Low-Priced Stock	FLPSX	Mid Cap	8.01	28.53	17.83	14.43
Parnassus Mid-Cap	PARMX	Mid Cap	7.24	22.05	17.40	12.97
Scout Mid Cap	UMBMX	Mid Cap	8.83	26.89	17.42	17.26
Westport R	WPFRX	Mid-Cap Growth	7.96	22.28	16.08	12.15
Neuberger Berman Genesis	NBGNX	Mid-Cap Growth	11.14	28.32	18.11	10.22
American Century Mid Cap Value	ACMVX	Mid-Cap Value	4.54	24.64	15.61	11.93
Artisan Mid Cap Value*	ARTQX	Mid-Cap Value	7.95	31.64	17.87	13.01
Fidelity Small Cap Discovery*	FSCRX	Small Cap	9.33	37.29	23.03	18.88
Fidelity Small Cap Enhanced Index	FCPEX	Small Cap	10.40	30.97	20.14	11.91
SouthernSun Small Cap	SSSFX	Small Cap	13.31	41.42	26.84	19.00
Royce Special Equity	RYSEX	Small Cap	8.25	25.35	17.02	12.91
Brown Capital Mgmt Small Company	BCSIX	Small Growth	19.50	41.53	23.55	17.37
Wasatch Small Cap Growth	WAAEX	Small Growth	9.59	25.34	18.77	16.77
Artisan Small Cap	ARTSX	Small Growth	15.26	32.30	24.29	16.10
Intrepid Small Cap	ICMAX	Small Value	3.99	9.25	8.82	13.96
Heartland Value Plus	HRVIX	Small Value	9.54	22.07	14.13	9.72
Westcore Micro Cap Opportunity	WTMIX	Micro Cap	12.50	32.20	19.53	11.75
TETON Westwood Mighty Mites AAA	WEMMX	Micro Cap	8.47	36.18	17.61	14.57
Fidelity International Growth	FIGFX	International	9.33	19.07	10.74	10.28
Oakmark International I	OAKIX	International	13.16	40.79	13.93	14.42
Scout International	UMBWX	International	7.07	16.37	7.45	7.23
Matthews Asia Dividend*	MAPIX	Diversified Pacific/Asia	5.69	16.62	8.34	14.31
Fidelity International Small Cap	FISMX	International Small/Mid	15.07	33.33	12.75	12.55
Harding Loevner Intl Small Company	HLMSX	International Small/Mid	10.72	23.45	11.51	15.02
Wasatch International Growth	WAIGX	International Small/Mid	12.30	28.63	15.65	19.62
Westcore International Small Cap*	WTIFX	International Small/Mid	12.25	16.95	13.08	16.87
Lazard Emerging Markets Equity*	LZOEX	Emerging Equities	6.39	2.63	0.79	6.92
Driehaus Emerging Markets Growth	DREGX	Emerging Equities	4.42	13.05	3.95	11.37
Harding Loevner Emerging Markets	HLEMX	Emerging Equities	6.02	5.90	2.12	7.50
Wasatch Emerging Markets Small Cap*	WAEMX	Emerging Equities	(2.55)	0.85	4.22	16.84
Wasatch Frontier Emerging Small Countries	WAFMX	Emerging Equities	2.06	22.88
Fidelity Real Estate Income	FRIFX	Real Estate	(0.67)	5.79	10.23	11.42
Fidelity Real Estate Investment	FRESX	Real Estate	(3.28)	4.56	12.32	7.14
Cohen & Steers Realty Shares	CSRSX	Real Estate	(2.58)	5.32	11.14	6.66
Neuberger Berman Real Estate	NBRFX	Real Estate	(2.33)	2.89	10.58	7.44
Fidelity Select Technology	FSPTX	Technology	12.05	16.94	13.30	17.41
Firsthand Technology Opportunities	TEFQX	Technology	24.05	15.31	10.31	17.31
Diamond Hill Long-Short **	DIAMX	Long/Short Equity	2.94	16.07	10.62	5.10
MainStay Marketfield*	MFLDX	Long/Short Equity	5.81	16.57	13.17	11.78
Robeco Boston Partners L/S Rsrch Inv	BPRRX	Long/Short Equity	3.62	13.70
Wasatch Long/Short	FMLSX	Long/Short Equity	4.15	16.09	10.56	8.48
AQR Managed Futures Strategy N	AQMNX	Managed Futures	(1.49)	5.36	0.72
Aspen Managed Futures Strategy **	MFBPX	Managed Futures	(2.13)	2.45
Credit Suisse Managed Futures Strategy **	CSAAX	Managed Futures	(1.98)	3.90
Invesco Balanced-Risk Allocation	ABRZX	Hedge Fund	5.06	1.77	8.28
PIMCO All Asset D	PASDX	Hedge Fund	2.73	1.90	5.56	8.15
Arbitrage	ARBFX	Hedge Fund	0.56	1.14	1.60	3.10
Merger	MERFX	Hedge Fund	1.89	3.58	2.79	3.70
Oppenheimer SteelPath MLP Alpha **	MLPAX	Equity Energy	0.69	17.63	10.89
BlackRock Global Long/Short Credit **	BGCAX	Long/Short Bonds	0.75	4.04
Metropolitan West Unconstrained Bond	MWCRX	Long/Short Bonds	0.99	3.75
Scout Unconstrained Bond	SUBYX	Long/Short Bonds	0.19	4.71

* 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.