Lower Fees, Higher Returns

Increase your portfolio performance by choosing among these top-performing funds with the lowest expense ratios

Leaders R DFLRX 5.28 N/A 1.10 1,000 800-334-6899 LARGE BLEND Thompson Plumb Growth THPGX 10.97 10.06 1.11 2,500 800-999-0887 Mairs & Power Growth MPGFX 8.47 9.59 0.78 2,500 651-222-8478 Matrix Advisors Value MAVFX 4.74 10.01 0.99 1,000 800-366-6223 Parnassus Equity Income PRBLX 3.86 11.17 0.96 2,000 800-999-3505 Fidelity Fifty FFTYX 1.47 7.15 1.09 2,500 800-544-8888 MID-CAP BLEND FAM Value FAMVX 13.83 6.25 1.21 500 800-932-3271 Fairholme Fund FAIRX 13.41 N/A 1.00 2,500 866-202-2263 Icon Leisure & Consumer Staples ICLEX 12.39 9.41 1.34 1,000 800-764-0442 Ariel Appreciation CAAPX 11.65 9.24 1.26 1,000 800-292-7435 FMI Common Stock FMIMX 11.41 10.70 1.10 1,000 800-811-5311 SMALL BLEND CGM Focus CGMFX 29.58 20.86 1.20 2,500 800-345-4048 Fidelity Low-Priced Stock FLPSX 16.89 11.61 0.97 2,500 800-544-8888 Homestead Small Company Stock HSCSX 13.29 6.42 1.50 500 800-258-3030 Pennsylvania Mutual Inv PENNX 11.49 9.95 0.94 2,000 800-221-4268 Royce Micro-Cap Inv RYOTX 10.94 11.88 1.49 2,000 800-221-4268 LARGE VALUE Oakmark I OAKMX 9.73 2.62 1.17 1,000 800-625-6275 Dodge & Cox Stock DODGX 9.28 9.90 0.54 2,500 800-621-3979 Auxier Focus AUXFX 7.83 N/A 1.35 2,000 877-328-9437 American Century Large Co Val Inv ALVIX 5.84 N/A 0.90 2,500 800-345-2021 Summit Everest Fund SAEVX 4.89 N/A 0.96 5,000 888-259-7565 MID-CAP VALUE Yacktman Focused YAFFX 21.55 4.36 1.25 2,500 800-525-8258 Yacktman YACKX 20.88 6.99 0.99 2,500 800-525-8258 Marshall Mid-Cap Value Inv MRVEX 14.05 9.90 1.26 1,000 800-236-8560 T. Rowe Price Mid-Cap Value TRMCX 13.09 9.83 0.96 2,500 800-638-5660 Janus Mid Cap Value Inv JMCVX 12.69 N/A 1.15 2,500 800-525-3713 SMALL VALUE Royce Special Equity RYSEX 21.98 11.57 1.20 $2,000 800-221-4268 American AAdvantage Sm Cp Value Plan AVPAX 21.06 N/A 1.11 2,500 800-388-3344 Heartland Value HRTVX 19.48 12.66 1.29 5,000 800-432-7856 Delafield DEFIX 18.18 11.66 1.20 5,000 800-221-3079 Berwyn BERWX 16.76 3.89 1.29 3,000 800-992-6757 FOREIGN STOCK Oakmark International I OAKIX 1.86 7.31 1.31 1,000 800-625-6275 Fidelity Canada FICDX -0.66 8.51 1.46 2,500 800-544-8888 Tweedy, Browne Global Value TBGVX -2.09 4.23 1.37 2,500 800-432-4789 Preferred International Value PFIFX -2.25 1.65 1.22 1,000 800-662-4769 Exeter World Opportunities A EXWAX -2.72 7.15 1.30 2,000 800-466-3863 WORLD STOCK Oakmark Global I OAKGX 18.02 N/A 1.55 1,000 800-625-6275 Polaris Global Value PGVFX 9.00 5.09 1.75 2,500 888-263-5594 Vanguard Global Equity VHGEX 2.95 6.28 1.11 3,000 800-662-7447 Pearl Total Return PFTRX 2.92 5.34 0.97 1,000 866-747-9030 Fidelity Worldwide FWWFX -5.77 0.01 1.20 2,500 800-544-8888 LONG GOVERNMENT American Century Target Mat 2020 Adv ACTEX 18.69 N/A 0.84 2,500 800-345-2021 American Century Target Mat 2010 Adv ACTRX 14.99 N/A 0.84 2,500 800-345-2021 American Century Target Mat 2015 Adv ACTTX 13.40 N/A 0.84 2,500 800-345-2021 American Century Target Mat 2010 Inv BTTNX 12.84 8.50 0.59 2,500 800-345-2021 American Century Target Mat 2025 Adv N/A 11.65 9.91 0.84 2,500 800-345-2021 INTERMEDIATE GOVERNMENT American Century Target

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