Favorite Mutual Funds for Your Investment Portfolio

These are our favorite no-load (or load waived) mutual funds for you to consider for your investment portfolio, you 401k plan, your Traditional IRA, your Roth IRA, or your retirement portfolio asset allocation. Investment returns shown are as of December 31, 2015.

You may sort this table by clicking on the heading of any column.

Fund Name	Ticker	Asset Category	1 Yr	3 Yr	5 Yr
Fidelity Limited Term Bond	FJRLX	Short-Term Bond	0.57
Baird Short-Term Bond	BSBSX	Short-Term Bond	0.64	1.00
Pioneer Short Term Income	STABX	Short-Term Bond	0.56	1.01	1.78
Fidelity Intermediate Government Income	FSTGX	Intermediate Government	0.78	0.70	1.94
American Century Short Dur Inf Prot Dnd	APOIX	Inflation-Protected Bond	(0.50)	(1.51)	1.46
Fidelity Inflation-Protected Bond	FINPX	Inflation-Protected Bond	(2.15)	(2.73)	2.06
Baird Core Plus Bond	BCOSX	Intermediate-Term Bond	(0.11)	1.46	3.91
DoubleLine Total Return Bond	DLTNX	Intermediate-Term Bond	2.07	2.73	5.22
Fidelity Total Bond	FTBFX	Intermediate-Term Bond	(0.59)	1.30	3.53
Metropolitan West Total Return Bond	MWTRX	Intermediate-Term Bond	(0.05)	1.96	4.43
Dreyfus International Bond	DIBAX	International Bond	(6.76)	(2.46)	0.91
Dreyfus/Standish Global Fixed Income	DHGAX	World Bond	(0.61)	2.18	3.80
Payden Global Fixed Income	PYGFX	World Bond	1.49	2.45	3.79
AllianzGI Short Duration High Income	ASHAX	High Yield Bond	(0.45)	1.87
Wells Fargo Short-Term Hi Yld Bond	SSTHX	High Yield Bond	2.12	2.02	3.17
AllianzGI High Yield Bond	AYBAX	High Yield Bond	(5.33)	0.81	3.97
Fidelity High Income	SPHIX	High Yield Bond	(5.54)	0.77	3.98
Fidelity Floating Rate High Income	FFRHX	Bank Loan	(1.27)	1.00	2.28
Eaton Vance Floating Rate	EVBLX	Bank Loan	(1.92)	0.96	2.59
RidgeWorth Seix Floating Rate Hi Income **	SAMBX	Bank Loan	(1.17)	1.57	3.13
Fidelity New Markets Income	FNMIX	Emerging Markets Bond	0.21	(0.73)	4.85
Payden Emerging Markets Bond	PYEWX	Emerging Markets Bond	(1.07)	(1.27)	3.86
Parnassus Core Equity	PRBLX	Large Cap	(0.55)	15.12	12.68
Fidelity Blue Chip Growth	FBGRX	Large Cap Growth	6.28	19.43	14.31
American Beacon Bridgeway Lg Cap Val	BWLIX	Large Cap Value	(1.51)	15.48
Parnassus Mid Cap	PARMX	Mid Cap	(0.87)	12.25	11.62
Scout Mid Cap	UMBMX	Mid Cap	1.41	13.27	9.89
Eagle Mid Cap Growth	HAGAX	Mid Cap Growth	2.19	15.51	10.22
Congress Mid Cap Growth	CMIDX	Mid Cap Growth	(0.15)	14.65
Fidelity Low-Priced Stock	FLPSX	Mid Cap Value	(0.56)	12.87	11.23
Fidelity Small Cap Discovery *	FSCRX	Small Cap	(6.17)	11.54	11.55
Fidelity Small Cap Enhanced Index	FCPEX	Small Cap	(1.88)	12.80	11.12
ASTON/Silvercrest Small Cap	ASCTX	Small Cap	(3.30)	11.19
Brown Capital Mgmt Small Company **	BCSIX	Small Cap Growth	8.75	18.30	14.26
Rice Hall James Small Cap	RHJMX	Small Cap Growth	(1.42)	11.49	10.97
Boston Partners Small Cap Value II	BPSCX	Small Cap Value	(4.56)	10.05	9.49
Rice Hall James Micro Cap	RHJSX	Micro Cap	(4.42)	11.49	10.14
Westcore Micro Cap Opportunity	WTMIX	Micro Cap	(4.92)	12.52	9.70
Eagle International Stock	EISAX	International Equity	5.40
Fidelity International Growth	FIGFX	International Equity	3.93	7.15	6.05
FMI International	FMIJX	International Equity	3.22	10.41	9.34
Fidelity Pacific Basin	FPBFX	Region Equity	6.02	10.78	6.25
Matthews Asia Dividend Investor	MAPIX	Region Equity	3.86	4.83	4.74
Fidelity International Small Cap	FISMX	International Small Cap	6.37	10.78	6.42
Harding Loevner Intl Small Cap	HLMSX	International Small Cap	3.97	7.43	5.81
Wasatch International Opportunities	WAIOX	International Small Cap	9.45	10.41	8.30
Fidelity Emerging Markets	FEMKX	Emerging Mkts Equity	(10.09)	(1.73)	(3.00)
Harding Loevner Emerging Markets	HLEMX	Emerging Mkts Equity	(13.55)	(3.97)	(2.16)
Wells Fargo Emerging Markets Eq Inc	EQIAX	Emerging Mkts Equity	(10.18)	(2.85)
Driehaus Emerging Markets Small Cap Gr	DRESX	Emerging Mkts Small Cap	(10.22)	2.11	3.29
Matthews Emerging Asia	MEASX	Emerging Mkts Small Cap	(2.56)
Fidelity Real Estate Income	FRIFX	Real Estate	1.74	6.02	8.20
Fidelity Real Estate Investment	FRESX	Real Estate	5.95	11.87	12.34
AMG Managers Real Estate Securities	MRESX	Real Estate	5.30	12.24	12.40
AQR Long/Short Equity	QLENX	Long/Short Equity	16.79
Boston Partners Global Long/Short	BGRSX	Long/Short Equity	6.26
Hancock Horizon Long/Short **	HHQAX	Long/Short Equity	0.09	10.68	8.41
Lazard Fundamental Long/Short	LLSOX	Long/Short Equity	5.62
Abbey Capital Futures Strategy **	ABYAX	Managed Futures	3.85
AQR Managed Futures Strategy	AQMNX	Managed Futures	1.75	6.68	3.10
Aspen Managed Futures Strategy **	MFBPX	Managed Futures	(2.76)	3.70
Credit Suisse Managed Futs Strategy **	CSAAX	Managed Futures	3.68	8.70
AQR Global Macro	QGMNX	Multialternative	1.41
AQR Style Premia Alternative LV	QSLNX	Multialternative	3.85
Wells Fargo Alternative Strategies	WALTX	Multialternative	1.53
MainGate MLP **	AMLPX	Energy Limited Partnership	(32.33)	(1.01)
Oppenheimer SteelPath MLP Alpha **	MLPAX	Energy Limited Partnership	(29.12)	(1.75)	0.70
BlackRock Global Long/Short Credit	BGCAX	Alternative Bond	(1.22)	0.96
Metropolitan West Unconstrained Bond	MWCRX	Alternative Bond	(0.04)	2.05

* 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.