The Kiplinger 25: Our Favorite No-Load Mutual Funds

The Kiplinger 25 is a list of our top no-load mutual funds that have proven capable of weathering any storm.

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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.

In the tables below, you can see for each of the 25 funds, expense ratios and one-year, and annualized five- and ten-year total returns (the fund's rate of return over a given period of time, including interest, capital gains, dividends and distributions).

The Kiplinger 25 Funds

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Header Cell - Column 0 Symbol1 yr. return5 yrs. annualized total return10 yrs. annualized total returnYieldExpense ratio
U.S. Stock FundsRow 0 - Cell 1 Row 0 - Cell 2 Row 0 - Cell 3 Row 0 - Cell 4 Row 0 - Cell 5 Row 0 - Cell 6
DF Dent Midcap GrowthDFDMX16.
Dodge & Cox StockDODGX20.98.610.61.40.51
Fidelity Blue Chip GrowthFBGRX33.
Heartland Mid Cap ValueHRMDX18.38.7N/A0.51.10
Mairs & Power GrowthMPGFX18.
T. Rowe Price Dividend GrowthPRDGX14.29.611.21.20.64
T. Rowe Price QM US Sm-Cp Gr EqPRDSX15.
T. Rowe Price Small-Cap ValuePRSVX3.
Primecap Odyssey GrowthPOGRX23.85.911.20.50.66
Vanguard Equity-IncomeVEIPX12.
International Stock FundsRow 11 - Cell 1 Row 11 - Cell 2 Row 11 - Cell 3 Row 11 - Cell 4 Row 11 - Cell 5 Row 11 - Cell 6
Baron Emerging MarketsBEXFX9.
Brown Capital Mgmt Intl Small CompanyBCSVX17.03.5N/A0.01.31
Fidelity International GrowthFIGFX21.
Janus Henderson Global Equity IncomeHFQTX17.
Specialized FundsRow 16 - Cell 1 Row 16 - Cell 2 Row 16 - Cell 3 Row 16 - Cell 4 Row 16 - Cell 5 Row 16 - Cell 6
Fidelity Select Health CareFSPHX2.25.411.30.00.69
T. Rowe Price Global TechnologyPRGTX24.46.714.00.00.95
TCW Enhanced Commodity StrategyTGABX-
Bond FundsRow 20 - Cell 1 Row 20 - Cell 2 Row 20 - Cell 3 Row 20 - Cell 4 Row 20 - Cell 5 Row 20 - Cell 6
Baird Aggregate BondBAGSX1.
Fidelity Interm Muni IncomeFLTMX1.
Fidelity Strategic IncomeFADMX3.
T. Rowe Price Floating RatePRFRX11.
TIAA-CREF Core Impact BondTSBRX0.5-
Vanguard Emerging Markets BondVEMBX14.33.6N/A7.70.55
Vanguard High-Yield CorporateVWEHX9.
Vanguard Short-Term Inv-GradeVFSTX3.
IndexesRow 29 - Cell 1 Row 29 - Cell 2 Row 29 - Cell 3 Row 29 - Cell 4 Row 29 - Cell 5 Row 29 - Cell 6
S&P 500-STOCK INDEXRow 30 - Cell 1 21.69.911.91.6Row 30 - Cell 6
RUSSELL 2000 INDEX*Row 31 - Cell 1 31 - Cell 6
MSCI EAFE INDEX†Row 32 - Cell 1 32 - Cell 6
MSCI EMERGING MARKETS INDEXRow 33 - Cell 1 33 - Cell 6
BLOOMBERG U.S. AGG BOND IDX#Row 34 - Cell 1 34 - Cell 6

As of September 30, 2023. *Small-company U.S. stocks. †Foreign stocks. #High-grade U.S. bonds.  —Fund not in existence for the entire period. SOURCES: Fund companies, FTSE Russell, Morningstar Inc., MSCI, S&P Dow Jones Indices. Yields listed for bond funds are SEC yields, which are net of fees; stock fund yields are the yield for the past 12 months. 

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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.