Fund Ticker Style Net Return Annual expenses (% of assets) 2016 total return % 5-year total return % Min.initial.investment SPDR Dow Jones International Real Estate ETF RWX Real Estate -2.59 0.59 -2 6.9 Fidelity International Index FSIIX Large Blend -1.79 0.19 -1.6 5.5 2500 Vanguard Intermediate-Term Tax-Exempt VWITX Muni Natl.Intermediate -1.1 0.2 -0.9 3 3000 Vanguard Limited-Term Tax-Exempt VMLTX Muni Natl.Short -0.7 0.2 -0.5 1.1 3000 iShares North American Natural Resources ETF IGE Natural Resources 28.72 0.48 29.2 -0.3 WisdomTree SmallCap Dividend DES Value 26.12 0.38 26.5 16.2 iShares Core S&P Small-Cap ETF IJR Blend 22.33 0.07 22.4 16.1 Vanguard Small-Cap Value ETF VBR Value 21.32 0.08 21.4 15.9 PowerShares FTSE RAFI U.S. 1500 Small-Mid PRFZ Blend 20.51 0.39 20.9 15 Dodge & Cox Stock DODGX Value 19.28 0.52 19.8 17 2500 WisdomTree MidCap Dividend DON Value 18.12 0.38 18.5 16.1 iShares Core S&P Mid-Cap ETF IJH Blend 18.03 0.07 18.1 14.7 SPDR S&P Dividend ETF SDY Dividend 17.55 0.35 17.9 14.3 PowerShares FTSE RAFI U.S. 1000 ETF PRF Value 14.41 0.39 14.8 14.9 Vanguard Mid-Cap Value VOE Value 14.02 0.08 14.1 15.6 Fidelity High Income SPHIX High Yield 12.57 0.73 13.3 6.5 2500 Sound Shore SSHFX Value 12.17 0.93 13.1 15.3 10000 PowerShares S&P 500 High Quality Portfolio SPHQ Blend 11.81 0.29 12.1 15.1 Fidelity New Markets Income FNMIX Emerging Markets 11.24 0.86 12.1 6 2500 Vanguard Emerging Markets Stock VEIEX Emerging Markets 11.37 0.33 11.7 0.6 3000 T.ÊRowe Price Emerging Markets Stock PRMSX Emerging Markets 10.06 1.24 11.3 1.8 2500 T.ÊRowe Price QM U.S. Small-Cap Growth PRDSX Growth 10.08 0.82 10.9 14.7 2500 Schwab Total Stock Market Index SWTSX Blend 10.41 0.09 10.5 14.3 100 Schwab S&P 500 Index SWPPX Blend 9.61 0.09 9.7 14.3 100 Vanguard Wellington VWELX Balanced 8.44 0.26 8.7 10.4 3000 Primecap Odyssey Growth POGRX Growth 7.26 0.64 7.9 16.3 2000 PowerShares International Dividend Achievers ETF PID Dividend 7.32 0.58 7.9 2.8 T.ÊRowe Price Diversified Mid-Cap Growth PRDMX Growth 6.63 0.87 7.5 13.5 2500 Loomis Sayles Bond LSBRX Multisector 6.51 0.89 7.4 5 2500 Vanguard Target RetirementÊExample:Ê2035 Fund VTTHX Target Date 6.35 0.15 6.5 9.8 1000 T.ÊRowe Price Retirement FundsÊExample:Ê2020 Fund TRRBX Target Date 5.54 0.66 6.2 8.7 2500 Fidelity Balanced FBALX Balanced 5.14 0.56 5.7 9.9 2500 Fidelity Total Bond FTBFX Intermediate Term 4.85 0.45 5.3 3.4 2500 iShares iBoxx Investment Grade Corp. Bond LQD Corporate 5.15 0.15 5.3 4.8 Dodge & Cox Income DODIX Intermediate Term 4.57 0.43 5 4 2500 Vanguard Inflation-Protected Securities VIPSX Inflation-Protected 4.5 0.2 4.7 0.8 3000 Oakmark International OAKIX Large Blend 3.45 0.95 4.4 9.4 1000 Vanguard Total International Bond Index VTIBX World 4.03 0.17 4.2 3000 Vanguard REIT Index VGSIX Real Estate 3.24 0.26 3.5 11.6 3000 Templeton Global Bond TPINX World 2.01 0.89 2.9 3.5 1000 Vanguard FTSE All-World ex-U.S.ÊSmall-Cap VFSVX Small/Mid Blend 2.49 0.31 2.8 5.6 3000 Vanguard Short-Term Investment Grade VFSTX Short Term 2.5 0.2 2.7 2.3 3000 Vanguard Total International Stock VGTSX Large Blend 2.41 0.19 2.6 4.5 3000 Vanguard Short-Term Inflation-Protected Securities ETF VTIP Inflation-Protected 2.32 0.08 2.4 Vanguard Total Bond Market Index VBMFX Intermediate Term 2.14 0.16 2.3 2.2 3000 Cohen & Steers Realty CSRSX Real Estate 0.54 0.96 1.5 11.5 10000 Vanguard Short-Term Bond Index VBISX Short Term 1.24 0.16 1.4 1.1 3000 Vanguard International Growth VWIGX Large Growth 0.93 0.47 1.4 6.4 3000 T.ÊRowe Price Blue Chip Growth TRBCX Growth 0.29 0.71 1 15.3 2500 Fidelity Global Balanced FGBLX Balanced -0.52 1.02 0.5 5.1 2500