In compiling this list of our favorite funds, we deliberately excluded load versions of funds that appear in the Kiplinger 25, the list of our favorite no-load funds. Obviously, we approve of these load funds, too.
Will Danoff’s no-load Fidelity Contrafund (FCNTX) has a near-copy in Fidelity Advisor New Insights A (FNIAX). One of the best large-company growth managers of his generation, Danoff recently held large positions in tech stocks, such as Google and Apple, and consumer companies, including McDonald’s.
Selected American S (SLASX), a longtime member of the Kiplinger 25, is a near-clone of Davis New York Venture A (NYVTX). Chris Davis and Ken Feinberg manage both funds, which focus on large, growing companies that sell at attractive prices. Recently, the funds’ largest stock holdings were Berkshire Hathaway, Occidental Petroleum and Wells Fargo.
From just $107.88 $24.99 for Kiplinger Personal Finance
Become a smarter, better informed investor. Subscribe from just $107.88 $24.99, plus get up to 4 Special Issues
Sign up for Kiplinger’s Free Newsletters
Profit and prosper with the best of expert advice on investing, taxes, retirement, personal finance and more - straight to your e-mail.
Profit and prosper with the best of expert advice - straight to your e-mail.
Marsico Global (MGLBX), a no-load fund, is a mirror image of Columbia Marsico Global A (COGAX). These funds are a compilation of the best ideas from Marsico’s domestic and international funds. Two of the largest positions are in JPMorgan Chase and Vestas Wind Systems of Denmark, the world’s leading maker of wind turbines.
Pimco funds are tricky because they come in load and no-load versions. For example, Pimco CommodityRealReturn Strategy D (PCRDX), which tracks an index of 19 commodities, is a no-load share class of the same fund’s Class A shares (PCRAX). Harbor Bond (HABDX), a Kip 25 member, is a close replica of Bill Gross’s Pimco Total Return A (PTTAX), a bond fund with an outstanding long-term record.
-
Should You Renew Your CD?With rate cuts impacting earnings, we examine if now is a wise time to renew CDs.
-
7 Ways to Plan Now to Save on Medicare IRMAA Surcharges LaterUnderstand the critical two-year lookback period and why aggressive planning before you enroll in Medicare is the most effective way to minimize IRMAA.
-
Law Reversal Looming? Trump Eyes 2026 Gambling Winnings Tax ChangeTax Deductions It's no secret that the IRS is coming after your gambling winnings in 2026. But how long will that last?
-
Best Banks for High-Net-Worth Clientswealth management These banks welcome customers who keep high balances in deposit and investment accounts, showering them with fee breaks and access to financial-planning services.
-
The Kiplinger 25: Our Favorite No-Load Mutual FundsThe Kiplinger 25 The Kiplinger 25 is a list of our top no-load mutual funds that have proven capable of weathering any storm.
-
Stock Market Holidays in 2025: NYSE, NASDAQ and Wall Street HolidaysMarkets When are the stock market holidays? Here, we look at which days the NYSE, Nasdaq and bond markets are off in 2025.
-
Stock Market Trading Hours: What Time Is the Stock Market Open Today?Markets When does the market open? While the stock market has regular hours, trading doesn't necessarily stop when the major exchanges close.
-
Bogleheads Stay the CourseBears and market volatility don’t scare these die-hard Vanguard investors.
-
The Current I-Bond Rate Is Mildly Attractive. Here's Why.Investing for Income The current I-bond rate is active until April 2026 and presents an attractive value, if not as attractive as in the recent past.
-
What Are I-Bonds? Inflation Made Them Popular. What Now?savings bonds Inflation has made Series I savings bonds, known as I-bonds, enormously popular with risk-averse investors. How do they work?
-
This New Sustainable ETF’s Pitch? Give Back Profits.investing Newday’s ETF partners with UNICEF and other groups.
