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 see one-year, and annualized three-, five-, 10- and 20-year returns, as well as expense rations, 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 September 30, 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 StockDODGX23.88%9.83%15.65%6.59%9.17%0.52%
Fidelity New MillenniumFMILX17.488.7312.968.2210.070.57
Mairs & Power GrowthMPGFX12.449.2513.128.049.430.66
T. Rowe Price Blue Chip GrowthTRBCX27.1514.3117.059.578.110.72
T. Rowe Price Dividend GrowthPRDGX15.2411.0913.677.677.080.64
T. Rowe Price ValueTRVLX17.068.5814.367.228.060.82
Vanguard Equity-IncomeVEIPX16.6810.2113.277.668.070.26
S&P 500-Stock Index
18.61%10.81%14.22%7.44%7.00%
Data through September 30, 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 StockHSCSX22.61%10.09%13.41%10.31%—%0.89%
Parnassus Mid CapPARMX13.7011.0213.379.130.99
Primecap Odyssey GrowthPOGRX22.6513.7417.519.750.65
T. Rowe Price QM U.S. Small-Cap Growth EquityPRDSX19.6511.9315.3610.367.180.81
T. Rowe Price Small-Cap ValuePRSVX23.7012.9713.368.579.860.80
Russell 2000 Index
20.74%12.18%13.79%7.85%7.53%
Data through September 30, 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 MarketsBEXFX21.29%6.92%8.15%—%—%1.38%
Fidelity International GrowthFIGFX16.427.439.030.98
Oakmark InternationalOAKIX34.889.4012.876.188.491.00
T. Rowe Price International DiscoveryPRIDX24.9113.0113.666.0711.711.20
MSCI EAFE Index
19.10%5.04%8.38%1.34%4.60%
Data through September 30, 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 HealthCareVGHCX11.86%9.64%17.53%11.40%12.87%0.37%
Vanguard WellingtonVWELX13.257.9410.106.947.860.25
MSCI Emerging Markets Index
22.46%4.90%3.99%1.32%
Data through September 30, 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 ReturnDLTNX1.41%2.90%2.84%—%—%0.72%
Fidelity Intermediate Municipal IncomeFLTMX0.822.432.363.774.320.35
Fidelity New Markets IncomeFNMIX7.086.825.037.879.090.83
Metropolitan West Total ReturnMWTRX0.092.182.495.536.090.67
Pimco IncomePONDX8.545.846.629.020.79
Vanguard High-Yield CorpVWEHX7.745.815.726.716.000.23
Vanguard Short-term Investment-GradeVFSTX1.232.011.833.044.040.20
Bloomberg Barclays US Agg Bond Index
0.07%2.71%2.06%4.27%5.12%