Best Mutual Funds January 2010
50 Best Mutual Funds for Your Investment Portfolio
Our watch list of the top no load mutual funds for you to consider for your investment portfolio, 401k investing, or retirement asset allocation. These are some of the best performing Mutual Funds available. Of course we do not expect you to have all of them in your accounts at the same time. That is where the Model Investment Portfolios of Top No-Load Mutual Funds in our Investing Newsletter come into play.
Investment returns are as of December 31, 2009.
You may sort this table by clicking on the heading of any column.
| Fund Name | Ticker | Asset Category | 3 Mths | 1 Yr | 3 Yr | 5 Yr |
|---|---|---|---|---|---|---|
| Wasatch-1st Source Income | FMEQX | Short-Term Bond | 0.45 | 5.97 | 5.04 | 3.96 |
| Fidelity Short-Term Bond | FSHBX | Short-Term Bond | 1.07 | 7.35 | 1.67 | 2.35 |
| Wells Fargo Advantage Govt Securities | STVSX | Intermediate Government | (0.14) | 3.55 | 6.01 | 4.74 |
| Fidelity Intermediate Government Income | FSTGX | Intermediate Government | (0.25) | 0.87 | 6.21 | 4.73 |
| Fidelity Inflation-Protected Bond | FINPX | Inflation-Protected Bond | 1.60 | 9.70 | 5.33 | 3.66 |
| Fidelity Total Bond | FTBFX | Intermediate-Term Bond | 1.83 | 19.80 | 5.61 | 4.88 |
| PIMCO Total Return D | PTTDX | Intermediate-Term Bond | 0.92 | 13.50 | 8.84 | 6.51 |
| TCW Total Return Bond | TGLMX | Intermediate-Term Bond | 1.03 | 19.88 | 8.91 | 7.05 |
| PIMCO Foreign Bond (USD-Hedged) D | PFODX | World Bond | 1.76 | 18.54 | 6.04 | 5.06 |
| Payden Global Fixed Income | PYGFX | World Bond | 1.03 | 6.56 | 4.50 | 4.10 |
| Fidelity High Income | SPHIX | High Yield Bond | 6.07 | 51.46 | 5.74 | 6.26 |
| Metropolitan West High Yield Bond | MWHYX | High Yield Bond | 5.72 | 54.69 | 7.61 | 6.95 |
| Well Fargo Short Term High Yield | STHBX | High Yield Bond | 1.86 | 15.28 | 3.88 | 4.11 |
| Payden Emerging Markets Bond | PYEMX | Emerging Bonds | 1.88 | 28.89 | 5.94 | 7.89 |
| PIMCO Emerging Markets Bond D | PEMDX | Emerging Bonds | 2.25 | 30.02 | 5.42 | 7.35 |
| Fidelity New Markets Income | FNMIX | Emerging Bonds | 1.29 | 44.56 | 7.69 | 9.20 |
| FMI Large Cap | FMIHX | Large Cap | 7.89 | 29.68 | (0.44) | 4.67 |
| Scout Stock | UMBSX | Large Cap | 5.31 | 16.26 | (1.62) | 3.15 |
| Fidelity Focused Stock | FTQGX | Large Cap | 6.20 | 25.20 | (0.63) | 4.05 |
| Aston/Montag & Caldwell Growth | MCGFX | Large Growth | 6.91 | 29.83 | 1.91 | 3.80 |
| William Blair Growth | WBGSX | Large Growth | 6.23 | 38.90 | (0.64) | 3.89 |
| Fidelity Contrafund | FCNTX | Large Growth | 7.36 | 29.23 | (0.92) | 4.75 |
| Wasatch-1st Source Income Equity | FMIEX | Large Value | 6.25 | 24.37 | (1.27) | 4.89 |
| Yacktman | YACKX | Large Value | 7.62 | 59.31 | 6.79 | 6.87 |
| FMI Common Stock | FMIMX | Mid Cap | 1.16 | 33.89 | 1.47 | 6.02 |
| Westport R | WPFRX | Mid Cap | 3.58 | 32.17 | 1.57 | 5.79 |
| Fidelity Low-Priced Stock | FLPSX | Mid Cap | 5.20 | 39.08 | (2.89) | 3.22 |
| Buffalo Mid Cap | BUFMX | Mid-Cap Growth | 4.86 | 48.80 | (0.30) | 3.58 |
| Westcore Select | WTSLX | Mid-Cap Growth | 7.74 | 41.08 | 2.20 | 6.47 |
| Artisan Mid Cap Value Investor | ARTQX | Mid-Cap Value | 7.10 | 39.25 | 0.84 | 6.22 |
| Robeco Mid Cap Value | BPMCX | Mid-Cap Value | 6.55 | 40.78 | (0.05) | 5.09 |
| FMI Focus | FMIOX | Small Cap | 3.21 | 40.16 | 0.25 | 3.58 |
| Royce Special Equity | RYSEX | Small Cap | 4.12 | 28.38 | 2.63 | 4.06 |
| Royce Micro-Cap | RYOTX | Small Cap | 6.60 | 55.78 | (0.50) | 6.08 |
| Fidelity Small Cap Discovery | FSCRX | Small Cap | 3.47 | 50.69 | 2.04 | 4.89 |
| Buffalo Small Cap | BUFSX | Small Growth | (0.06) | 37.49 | (1.30) | 2.49 |
| Brown Capital Small Co | BCSIX | Small Growth | 5.88 | 45.57 | 7.21 | 8.36 |
| Allianz NFJ Small Cap Value | PNVDX | Small Value | 5.87 | 23.94 | (1.10) | 4.82 |
| Fidelity Small Cap Value | FCPVX | Small Value | 3.17 | 36.57 | (1.26) | 5.54 |
| Intrepid Small Cap | ICMAX | Small Value | 4.77 | 39.88 | 12.77 | |
| Scout International | UMBWX | International | 3.99 | 35.54 | (0.37) | 7.52 |
| Fidelity International Discovery | FIGRX | International | 3.73 | 30.07 | (4.82) | 4.90 |
| Third Avenue International Value | TAVIX | International Small/Mid | 0.02 | 35.43 | (4.24) | 3.95 |
| Lazard Emerging Markets | LZOEX | Emerging Equities | 5.71 | 69.14 | 5.23 | 16.43 |
| Cohen & Steers Realty Shares | CSRSX | Real Estate | 8.92 | 32.50 | (11.11) | 2.04 |
| Fidelity Real Estate Income | FRIFX | Real Estate | 5.92 | 46.82 | (1.78) | 2.15 |
| Third Avenue Real Estate Value | TAREX | Global Real Estate | 0.31 | 38.62 | (11.09) | 0.91 |
| Hussman Strategic Growth | HSGFX | Long-Short Equities | (1.34) | 4.63 | (0.28) | 1.65 |
| Wasatch-1st Source Long/Short | FMLSX | Long-Short Equities | 3.77 | 30.07 | 2.59 | 5.16 |
| Rydex Managed Futures Strategy | RYMFX | Long-Short Commodities | (1.87) | (4.25) |