Best Mutual Funds

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
FTQGX Fidelity Focused Stk
FOCPX Fidelity OTC
FTRNX Fidelity Trend
LGILX Laudus US Large Cap Gr
MFCFX Marsico Flex Cap
MXXVX Matthews 25
PSTDX PIMCO StPlus Absol Rtrn
PRWAX T. Rowe Price New Amer

 

Mid-Cap Market Mutual Funds
Ticker Fund Name
BUFTX Buffalo Discovery
FLVCX Fidelity Leveraged Co St
POAGX PRIMECAP Odyssey Agg
STDIX WF Adv Discovery Inv

  

Small-Cap Market Mutual Funds
Ticker Fund Name
HSCSX Homestead Small Co
JAVTX Janus Venture T
PRDSX T. Rowe Price Div
VTMSX Vanguard Tax Mgd

 

International Stock Market Mutual Funds
Ticker Fund Name
AIOIX AmCent Intl Oppor Inv
SWOIX Laudus Intl MktMstr
PRIDX T. Rowe Price Intl Disc
VINEX Vanguard Intl Explorer

 

Emerging Market Mutual Funds
Ticker Fund Name
DREGX Driehaus Emerg Mkts
DRESX Driehaus Emerg Mkt SC
HLEMX Harding Loevner Emerg

 

 

Corporate High Yield Bond Mutual Funds
Ticker Fund Name
FHYTX Federated High-Yield
FAGIX Fidelity Capital & Inc
USHYX USAA High-Yield

  

Government Bond Short-Term Mutual Funds
Ticker Fund Name
FSBIX Fidelity Spartan S-T
NSIUX Northern Sh US Govt
VSGBX Vanguard ShtTm Fed

 

Government Bond Intermediate-Term Mutual Funds
Ticker Fund Name
FGOVX Fidelity Government Inc
PRTIX T. Rowe Price US Treas
VFITX Vanguard IntTm Treas

 

General Short Term Bond Mutual Funds
Ticker Fund Name
HOSBX Homestead Short-Term
MWLDX Metro West Low
THOPX Thompson Bond
VFSTX Vanguard ShtTm Inv-Grd

 

General Intermediate Term Bond Mutual Funds
Ticker Fund Name
LSBRX Loomis Sayles Bond Ret
MWTRX Metro West Total Ret
PBDDX PIMCO  Invt Grd Corp
RPSIX T. Rowe Price Spect inc
USIBX USAA Interm-Tm Bond

 

Inflation Protected Bond (TIPS) Mutual Funds
Ticker Fund Name
PRRDX PIMCO Real Ret D
VIPSX Vanguard Infl-Prot Inv

 

General Long-Term Bond Mutual Funds
Ticker Fund Name
MGFIX Managers Bond Service
VWESX Vanguard Long Term