Best Mutual Funds

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Here’s the list of what we consider to be among the best Mutual Funds based on performance, management expertise, risk and cost (including all fees).  You can use these funds interchangeable depending on what’s available through your employer or investment broker.  Current performance and expense ratios for each fund can be found by visiting their website.  Please be sure to read the fund’s prospectus prior to investing any money in a fund.

You can also use our list of best index funds and target date funds as an alternative for your retirement accounts.  If you need a little help putting it all together consider our Value Investors Association Retirement Investing Journal which will help you retire with more money, while saving less.

Large Cap Mutual Funds
Ticker Fund Name Expense Ratio 5 Year Annual Return 10 Year Annual Return
FTQGX Fidelity Focused Stk .72 9.6 7.1
FOCPX Fidelity OTC .83 13.1 10.3
FTRNX Fidelity Trend .78 11.7 8.2
LGILX Laudus US Large Cap Gr .77 11.7 8.5
MFCFX Marsico Flex Cap 1.37 9.4 N/A
MXXVX Matthews 25 1.06 11.2 5.4
PSTDX PIMCO StPlus Absol Rtrn 1.04 11.4 7.5
PRWAX T. Rowe Price New Amer .81 11.3 8.4

 

Mid-Cap Market Mutual Funds
Ticker Fund Name Expense Ratio 5 Year Annual Return % 10 Year Annual Return %
BUFTX Buffalo Discovery 1.01 12.0 9.3
FLVCX Fidelity Leveraged Co St .78 7.1 5.6
POAGX PRIMECAP Odyssey Agg .65 15.5 11.3
STDIX WF Adv Discovery Inv .62 17.5 9.9

  

Small-Cap Market Mutual Funds
Ticker Fund Name Expense Ratio 5 Year Annual Return % 10 Year Annual Return %
HSCSX Homestead Small Co .1.55 6.4 5.0
JAVTX Janus Venture T .91 11.5 8.5
PRDSX T. Rowe Price Div .85 11.0 8.2
VTMSX Vanguard Tax Mgd .12 9.9 6.9
International Stock Market Mutual Funds
Ticker Fund Name Expense Ratio 5 Year Annual Return % 10 Year Annual Return %
AIOIX AmCent Intl Oppor Inv 1.55 6.4 5.0 (load fund)
SWOIX Laudus Intl MktMstr 1.4 3.3 4.3 (load fund)
PRIDX T. Rowe Price Intl Disc 1.23 7.2 6.4 (load fund)
VINEX Vanguard Intl Explorer .42 4.6 4.4

 

Emerging Market Mutual Funds
Ticker Fund Name Expense Ratio 5 Year Annual Return % 10 Year Annual Return %
DREGX Driehaus Emerg Mkts 1.63 -2.6 4.7 (load fund)
DRESX Driehaus Emerg Mkt SC 1.71 3.0 N/A (load fund)
HLEMX Harding Loevner Emerg 1.45 -3.4 2.6 (load fund)

 

Corporate High Yield Bond Mutual Funds
Ticker Fund Name Expense Ratio 5 Year Annual Return % 10 Year Annual Return %
FHYTX Federated High-Yield .98 6.2 7.2 (load fund)
FAGIX Fidelity Capital & Inc .72 4.9 7.5
USHYX USAA High-Yield .89 3.9 5.9

 

Government Bond Short-Term Mutual Funds
Ticker Fund Name Expense Ratio 5 Year Annual Return % 10 Year Annual Return %
FSBIX Fidelity Spartan S-T .20 1.1 2.9
NSIUX Northern Sh US Govt .43 1.0 2.6
VSGBX Vanguard ShtTm Fed .20 1.2 3.0

 

Government Bond Intermediate-Term Mutual Funds
Ticker Fund Name Expense Ratio 5 Year Annual Return % 10 Year Annual Return %
FGOVX Fidelity Government Inc .45 2.9 4.3
PRTIX T. Rowe Price US Treas .51 30 4.6
VFITX Vanguard IntTm Treas .20 3.1 4.7

 

Inflation Protected Bond (TIPS) Mutual Funds
Ticker Fund Name Expense Ratio 5 Year Annual Return % 10 Year Annual Return %
PRRDX PIMCO Real Ret D .85 1.8 3.7
VIPSX Vanguard Infl-Prot Inv .20 2.4 3.8

 

General Short Term Bond Mutual Funds
Ticker Fund Name Expense Ratio 5 Year Annual Return % 10 Year Annual Return %
HOSBX Homestead Short-Term .74 2.0 3.7
MWLDX Metro West Low .61 2.3 2.9
THOPX Thompson Bond .72 2.5 5.1
VFSTX Vanguard ShtTm Inv-Grd .20 2.1 3.5

 

General Intermediate Term Bond Mutual Funds
Ticker Fund Name Expense Ratio 5 Year Annual Return % 10 Year Annual Return %
LSBRX Loomis Sayles Bond Ret .89 3.6 5.6
MWTRX Metro West Total Ret .68 2.2 4.5
PBDDX PIMCO  Invt Grd Corp .75 5.3 6.8
RPSIX T. Rowe Price Spect inc .69 3.6 5.0
USIBX USAA Interm-Tm Bond .68 4.4 5.4

 

General Long-Term Bond Mutual Funds
Ticker Fund Name Expense Ratio 5 Year Annual Return % 10 Year Annual Return %
MGFIX Managers Bond Service .99 4.4 5.6
VWESX Vanguard Long Term .22 7.8 6.6

 

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