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 May 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 StockDODGX23.49%9.01%17.29%5.58%9.60%0.52%
Fidelity New MillenniumFMILX16.776.7913.968.0410.880.57
Mairs & Power GrowthMPGFX11.588.1314.417.879.980.66
T. Rowe Price Blue Chip GrowthTRBCX23.7312.8517.239.248.320.72
T. Rowe Price Dividend GrowthPRDGX15.1710.4214.947.257.500.64
T. Rowe Price ValueTRVLX15.387.2715.956.398.540.82
Vanguard Equity-IncomeVEIPX14.468.8314.397.138.380.26
S&P 500-Stock Index
17.47%10.14%15.42%6.94%7.60%
Data through May 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 StockHSCSX13.76%6.75%13.46%9.03%—%0.89%
Parnassus Mid CapPARMX14.459.5314.408.790.99
Primecap Odyssey GrowthPOGRX26.7313.2518.629.420.65
T. Rowe Price QM U.S. Small-Cap Growth EquityPRDSX19.3210.6816.089.870.81
T. Rowe Price Small-Cap ValuePRSVX22.568.0513.427.1710.480.80
Russell 2000 Index
20.36%8.00%14.04%6.40%8.71%
Data through May 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 MarketsBEXFX22.39%2.37%8.80%—%—%1.38%
Fidelity International GrowthFIGFX15.284.9110.610.98
FMI InternationalFMIJX17.178.0312.970.94
T. Rowe Price International DiscoveryPRIDX20.168.3414.105.5611.181.20
MSCI EAFE Index
16.44%1.53%10.21%1.06%4.72%
Data through May 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 HealthCareVGHCX8.00%10.73%19.03%10.71%13.26%0.37%
Vanguard WellingtonVWELX12.337.0010.926.738.160.25
MSCI Emerging Markets Index
27.41%1.62%4.54%2.28%
Data through May 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 ReturnDLTNX2.48%2.91%3.45%—%—%0.72%
Fidelity Intermediate Municipal IncomeFLTMX1.042.502.493.854.460.35
Fidelity New Markets IncomeFNMIX14.935.686.657.659.510.83
Metropolitan West Total ReturnMWTRX1.682.123.375.776.320.66
Pimco IncomePONDX9.375.418.068.930.79
Vanguard High-Yield CorpVWEHX10.804.736.546.356.150.23
Vanguard Short-term Investment-GradeVFSTX1.971.792.093.194.160.20
Bloomberg Barclays US Agg Bond Index
1.58%2.53%2.24%4.46%5.32%