The Kip 25: Our Favorite Mutual Funds, 2013

An emerging-markets stock fund and two nontraditional bond funds join the Kiplinger 25.

After a year when nearly everything worked, why make changes? As the saying goes, "If it ain't broke, don’t fix it." Over the past 12 months, most markets posted gains. Standard & Poor’s 500-stock index returned 16.2%, and developed foreign markets climbed 12.8%. A broad index of high-quality U.S. bonds earned a modest 2.7% over the 12-month period, but high-yield corporate bonds and convertible bonds produced double-digit gains.

As for the Kiplinger 25, the list of our favorite no-load mutual funds, all but one (a commodity fund) gained ground. In one way, that made our task in compiling this year’s list easier than usual—we didn’t have to consider removing any funds for outright awfulness. (For more on how our funds fared in 2012, see A Wonderful Year for the Kip 25). All returns below are through March 8.

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Nellie S. Huang
Senior Associate Editor, Kiplinger's Personal Finance

Nellie joined Kiplinger in August 2011 after a seven-year stint in Hong Kong. There, she worked for the Wall Street Journal Asia, where as lifestyle editor, she launched and edited Scene Asia, an online guide to food, wine, entertainment and the arts in Asia. Prior to that, she was an editor at Weekend Journal, the Friday lifestyle section of the Wall Street Journal Asia. Kiplinger isn't Nellie's first foray into personal finance: She has also worked at SmartMoney (rising from fact-checker to senior writer), and she was a senior editor at Money.