Tool

Kiplinger's 25 Favorite No-Load Mutual Funds

The Kiplinger 25 is a list of our favorite no-load mutual funds. We favor funds run by seasoned managers who take a long view and have proved themselves able to weather many a storm. And we prefer low to below-average fees.

See Also: 25 Best Mutual Funds for Low Fees

In the tables below, you can one-year, and annualized three-, five-, 10- and 20-year returns, along with their expenses ratios, for each of the 25 funds.

Click on a fund's name to see a description of the fund's makeup, management and strategy, or click the ticker symbol for its daily market snapshot.

Data through July 31, 2017

Large-Company Stock Funds

FUND NAME SYMBOL 1-YR
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3-YR
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5-YR
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10-YR
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20-YR
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EXPENSE RATIO
Dodge & Cox StockDODGX24.32%9.46%16.33%6.47%9.12%0.52%
Fidelity New MillenniumFMILX16.997.8613.708.5910.180.57
Mairs & Power GrowthMPGFX9.699.1113.998.469.420.66
T. Rowe Price Blue Chip GrowthTRBCX26.2014.0717.8510.127.990.72
T. Rowe Price Dividend GrowthPRDGX12.6811.2614.207.927.100.64
T. Rowe Price ValueTRVLX15.788.5815.267.288.170.82
Vanguard Equity-IncomeVEIPX12.739.8813.387.968.020.26
S&P 500-Stock Index
16.04%10.87%14.78%7.74%6.85%
Data through July 31, 2017

Small- and Midsize-Company Stock Funds

FUND NAME SYMBOL 1-YR
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3-YR
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5-YR
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10-YR
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20-YR
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EXPENSE RATIO
Homestead Small-Company StockHSCSX11.82%8.14%13.32%9.73%—%0.89%
Parnassus Mid CapPARMX13.4810.5613.839.530.99
Primecap Odyssey GrowthPOGRX21.4713.0717.179.860.65
T. Rowe Price QM U.S. Small-Cap Growth EquityPRDSX17.0211.4516.0110.627.510.81
T. Rowe Price Small-Cap ValuePRSVX19.6310.1213.448.2710.110.80
Russell 2000 Index
18.45%9.89%14.19%7.76%7.78%
Data through July 31, 2017

International Stock Funds

FUND NAME SYMBOL 1-YR
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3-YR
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5-YR
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10-YR
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20-YR
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EXPENSE RATIO
Baron Emerging MarketsBEXFX19.13%3.97%9.56%—%—%1.38%
Fidelity International GrowthFIGFX14.426.059.620.98
Oakmark InternationalOAKIX35.986.5013.535.718.351.00
T. Rowe Price International DiscoveryPRIDX22.9110.1214.335.7611.271.20
MSCI EAFE Index
17.77%2.79%9.06%1.46%4.35%
Data through July 31, 2017

Specialized/Go-Anywhere Funds

FUND NAME SYMBOL 1-YR
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3-YR
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5-YR
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10-YR
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20-YR
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EXPENSE RATIO
Vanguard HealthCareVGHCX6.74%10.98%18.76%11.84%12.92%0.37%
Vanguard WellingtonVWELX10.937.5510.327.187.750.25
MSCI Emerging Markets Index
24.84%2.39%4.76%1.98%
Data through July 31, 2017

Bond Funds

FUND NAME SYMBOL 1-YR
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3-YR
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5-YR
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10-YR
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20-YR
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EXPENSE RATIO
DoubleLine Total ReturnDLTNX1.15%2.96%3.18%—%—%0.72%
Fidelity Intermediate Municipal IncomeFLTMX0.022.562.373.854.310.35
Fidelity New Markets IncomeFNMIX8.135.285.168.059.120.83
Metropolitan West Total ReturnMWTRX-0.242.222.935.706.110.67
Pimco IncomePONDX8.695.537.489.260.79
Vanguard High-Yield CorpVWEHX9.245.415.967.106.030.23
Vanguard Short-term Investment-GradeVFSTX1.121.951.973.144.070.20
Bloomberg Barclays US Agg Bond Index
-0.51%2.71%2.02%4.44%5.13%