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 February 28, 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 StockDODGX38.12%10.05%15.91%6.44%10.05%0.52%
Fidelity New MillenniumFMILX28.586.0312.368.8111.410.57
Mairs & Power GrowthMPGFX20.907.9813.768.5010.210.65
T. Rowe Price Blue Chip GrowthTRBCX22.588.8314.609.398.160.75
T. Rowe Price Dividend GrowthPRDGX21.4910.2013.477.857.560.64
T. Rowe Price ValueTRVLX23.658.6114.317.288.870.82
Vanguard Equity-IncomeVEIPX23.5010.3813.477.898.560.26
S&P 500-Stock Index
24.98%10.63%14.01%7.62%8.40%
Data through February 28, 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 StockHSCSX27.51%6.62%12.56%10.01%—%0.86%
Parnassus Mid CapPARMX24.4210.2013.169.130.99
Primecap Odyssey GrowthPOGRX29.609.7916.029.540.65
T. Rowe Price QM U.S. Small-Cap Growth EquityPRDSX27.727.5813.6410.580.81
T. Rowe Price Small-Cap ValuePRSVX36.787.4812.437.8810.660.80
Russell 2000 Index
36.11%6.93%12.89%7.22%8.40%
Data through February 28, 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 MarketsBEXFX21.60%0.57%4.84%—%—%1.45%
Fidelity International GrowthFIGFX11.281.246.190.98
FMI InternationalFMIJX16.456.9611.000.94
T. Rowe Price International DiscoveryPRIDX16.954.469.945.4210.701.20
MSCI EAFE Index
16.31%-0.17%5.63%1.50%4.91%
Data through February 28, 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 HealthCareVGHCX12.32%9.34%18.10%11.11%13.44%0.36%
Vanguard WellingtonVWELX18.607.619.957.258.310.25
MSCI Emerging Markets Index
29.94%1.73%-0.02%3.20%5.60%
Data through February 28, 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 ReturnDLTNX1.11%2.85%3.43%—%—%0.72%
Fidelity Intermediate Municipal IncomeFLTMX-0.082.422.303.614.390.35
Fidelity New Markets IncomeFNMIX18.727.025.747.579.560.83
Metropolitan West Total ReturnMWTRX1.522.343.535.600.66
Pimco IncomePONDX10.805.598.130.79
Vanguard High-Yield CorpVWEHX14.534.626.026.346.130.23
Vanguard Short-term Investment-GradeVFSTX2.701.772.043.174.190.20
Bloomberg Barclays US Agg Bond Index
1.42%2.64%2.24%4.29%5.32%