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 March 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 StockDODGX28.58%9.44%15.24%6.26%10.14%0.52%
Fidelity New MillenniumFMILX19.496.1111.838.6811.530.57
Mairs & Power GrowthMPGFX13.397.8812.838.4910.470.66
T. Rowe Price Blue Chip GrowthTRBCX17.9711.0413.849.478.470.72
T. Rowe Price Dividend GrowthPRDGX14.669.9212.877.787.720.64
T. Rowe Price ValueTRVLX15.807.7713.637.148.920.82
Vanguard Equity-IncomeVEIPX15.809.5212.867.748.740.26
S&P 500-Stock Index
17.17%10.37%13.30%7.51%7.86%
Data through March 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 StockHSCSX17.80%6.19%12.17%9.82%—%0.89%
Parnassus Mid CapPARMX18.2810.4612.789.320.99
Primecap Odyssey GrowthPOGRX22.8911.1215.749.660.65
T. Rowe Price QM U.S. Small-Cap Growth EquityPRDSX21.499.0813.5910.610.81
T. Rowe Price Small-Cap ValuePRSVX26.657.2911.987.7810.820.80
Russell 2000 Index
26.22%7.22%12.35%7.12%8.67%
Data through March 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 MarketsBEXFX16.33%1.93%5.67%—%—%1.38%
Fidelity International GrowthFIGFX8.312.586.670.98
FMI InternationalFMIJX14.367.2310.990.94
T. Rowe Price International DiscoveryPRIDX13.485.9610.285.4710.961.20
MSCI EAFE Index
11.67%0.50%5.83%1.05%4.62%
Data through March 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 HealthCareVGHCX10.40%10.21%17.35%11.06%13.68%0.36%
Vanguard WellingtonVWELX12.677.229.587.138.490.25
MSCI Emerging Markets Index
17.22%1.18%0.81%2.72%
Data through March 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 ReturnDLTNX1.21%3.04%3.40%—%—%0.72%
Fidelity Intermediate Municipal IncomeFLTMX-0.072.512.433.644.460.35
Fidelity New Markets IncomeFNMIX14.706.565.867.519.810.83
Metropolitan West Total ReturnMWTRX0.702.333.465.576.380.66
Pimco IncomePONDX9.545.748.078.800.79
Vanguard High-Yield CorpVWEHX11.114.496.086.316.220.23
Vanguard Short-term Investment-GradeVFSTX1.781.842.043.154.210.20
Bloomberg Barclays US Agg Bond Index
0.44%2.68%2.34%4.27%5.36%