Mutual Funds
Kiplinger's 25 Favorite Funds
In the tables below, see one-, three-, five- and 10-year returns for the funds as well as other key data.
Click on the fund name to see individual profiles of our favorites, or click the ticker symbol for a daily market snapshot of the fund.
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Data through January 31, 2012US Stock Funds
| FUND NAME | SYMBOL | 1-YR RETURN |
3-YR RETURN |
5-YR RETURN |
10-YR RETURN |
VOL RANK | INV. MIN. / IRA MIN. | REDEMPTION FEE | EXPENSE RATIO |
| Akre Focus | AKREX | 14.13% | —% | —% | —% | 1 | $2,000 / $1,000 | 1.00%r | 1.45% |
| Baron Small Cap | BSCFX | 1.52 | 23.12 | 2.18 | 7.82 | 6 | 2,000 / 2,000 | none | 1.31 |
| BBH Core Select | BBTEX | 8.56 | 19.45 | 5.82 | 5.18 | 2 | 10,000 / — | 2.00r | 1 |
| Dodge & Cox Stock | DODGX | -1.64 | 18.75 | -3.42 | 4.62 | 7 | 2,500 / 1,000 | none | 0.52 |
| Fidelity Contrafund | FCNTX | 4.27 | 18.87 | 3.15 | 7.54 | 3 | 2,500 / 500 | none | 0.91 |
| Fidelity Low-Priced Stock | FLPSX | 4.7 | 23.92 | 2.99 | 9.08 | 5 | 2,500 / 500 | 1.50r | 0.83 |
| FPA Crescent | FPACX | 4.88 | 15.44 | 5.28 | 8.65 | 1 | 1,500 / 100 | 2.00r | 1.13 |
| Harbor Commodity Real Return Strategy | HACMX | -5.19 | 17.91 | — | — | 6 | 1,000 / 1,000 | 2.00r | 0.94 |
| Merger Fund | MERFX | 0.77 | 4.44 | 2.6 | 3.25 | 1 | 2,000 / 2,000 | 2.00r | 1.34 |
| Meridian Growth | MERDX | 5.25 | 26.84 | 6.23 | 8.48 | 5 | 1,000 / — | 2.00r | 0.81 |
| Primecap Odyssey Growth | POGRX | 2.58 | 21.49 | 2.73 | — | 6 | 2,000 / 1,000 | 2.00r | 0.66 |
| T. Rowe Price Equity Income | PRFDX | 1.06 | 19.21 | -0.4 | 4.51 | 6 | 2,500 / 1,000 | none | 0.68 |
| T. Rowe Price Small-Cap Value | PRSVX | 6.35 | 23.2 | 3.2 | 9.54 | 8 | 2,500 / 1,000 | 1.00r | 0.83 |
| Vanguard Dividend Growth | VDIGX | 9.9 | 17.4 | 3.68 | 5.6 | 2 | 3,000 / 3,000 | none | 0.34 |
| Vanguard Selected Value | VASVX | 2.54 | 21.69 | 1.31 | 7.87 | 6 | 3,000 / 3,000 | 1.00r | 0.45 |
r Maximum redemption fee charged when you sell shares. — Fund has not existed for the specified time. Source: Morningstar, Inc..
Data through January 31, 2012International Stock Funds
| FUND NAME | SYMBOL | 1-YR RETURN |
3-YR RETURN |
5-YR RETURN |
10-YR RETURN |
VOL RANK | INV. MIN. / IRA MIN. | REDEMPTION FEE | EXPENSE RATIO |
| Dodge & Cox Intl Stock | DODFX | -11.07% | 19.56% | -2.59% | 8.95% | 9 | $2,500 / $1,000 | none% | 0.65% |
| Harbor International | HIINX | -5.88 | 19.05 | 0.14 | 9.87 | 9 | 2,500 / 1,000 | 2.00r | 1.16 |
| Oakmark Global | OAKGX | -6.61 | 18.14 | -0.04 | 8.92 | 9 | 1,000 / 1,000 | 2.00r | 1.16 |
| T. Rowe Price Emg Mkts Stock | PRMSX | -7.76 | 29.43 | 2.16 | 13.81 | 10 | 2,500 / 1,000 | 2.00r | 1.26 |
r Maximum redemption fee charged when you sell shares. — Fund has not existed for the specified time. Source: Morningstar, Inc..
Data through January 31, 2012Bond Funds
| FUND NAME | SYMBOL | 1-YR RETURN |
3-YR RETURN |
5-YR RETURN |
10-YR RETURN |
VOL RANK | INV. MIN. / IRA MIN. | REDEMPTION FEE | EXPENSE RATIO |
| Dodge & Cox Income | DODIX | 6.57% | 9.64% | 6.75% | 6.06% | 5 | $2,500 / $1,000 | none% | 0.43% |
| DoubleLine Total Return | DLTNX | 9.59 | — | — | — | 2 | 2,000 / 500 | none | 0.74 |
| Fidelity Intermediate Municipal Income | FLTMX | 10.01 | 6.04 | 5.17 | 4.85 | 3 | 10,000 / 10,000 | 0.50r | 0.39 |
| Harbor Bond Institutional | HABDX | 5.59 | 9.42 | 7.96 | 6.58 | 5 | 1,000 / 1,000 | none | 0.53 |
| Loomis Sayles Bond | LSBRX | 6.58 | 18.05 | 7.08 | 10.06 | 9 | 2,500 / — | none | 0.92 |
| Vanguard Short-term Investment-Grade | VFSTX | 2.46 | 6.62 | 4.46 | 4.07 | 3 | 3,000 / 3,000 | none | 0.22 |
r Maximum redemption fee charged when you sell shares. — Fund has not existed for the specified time. Source: Morningstar, Inc..
