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
| Header Cell - Column 0 | Symbol | 1 yr. return | 5 yrs. annualized total return | 10 yrs. annualized total return | Yield | Expense ratio |
|---|---|---|---|---|---|---|
| U.S. Stock Funds | Row 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 Growth | DFDMX | 21.8 | 9.6 | 10.4 | 0.0 | 0.87 |
| Dodge & Cox Stock | DODGX | 25.6 | 13.6 | 11.1 | 1.4 | 0.51 |
| Fidelity Blue Chip Growth | FBGRX | 51.3 | 20.5 | 17.3 | 0.0 | 0.69 |
| Heartland Mid Cap Value | HRMDX | 16.2 | 12.0 | N/A | 0.6 | 1.10 |
| Mairs & Power Growth | MPGFX | 31.9 | 13.8 | 11.1 | 0.7 | 0.63 |
| T. Rowe Price Dividend Growth | PRDGX | 20.5 | 12.9 | 12.0 | 1.1 | 0.64 |
| T. Rowe Price QM US Sm-Cp Gr Eq | PRDSX | 23.4 | 9.9 | 10.0 | 0.0 | 0.80 |
| T. Rowe Price Small-Cap Value | PRSVX | 16.4 | 8.4 | 7.5 | 0.6 | 0.82 |
| Primecap Odyssey Growth | POGRX | 23.7 | 11.4 | 11.8 | 0.4 | 0.66 |
| Vanguard Equity-Income | VEIPX | 18.6 | 11.1 | 10.2 | 2.7 | 0.27 |
| International Stock Funds | Row 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 Markets | BEXFX | 7.8 | 0.9 | 2.3 | 0.4 | 1.38 |
| Brown Capital Mgmt Intl Small Company | BCSVX | 14.1 | 7.6 | N/A | 0.0 | 1.31 |
| Fidelity International Growth | FIGFX | 18.6 | 10.0 | 7.5 | 0.4 | 0.92 |
| Janus Henderson Global Equity Income | HFQTX | 9.8 | 6.2 | 4.3 | 3.8 | 0.98 |
| Specialized Funds | Row 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 Care | FSPHX | 10.6 | 9.8 | 10.5 | 0.0 | 0.69 |
| T. Rowe Price Global Technology | PRGTX | 45.4 | 11.4 | 15.3 | 0.0 | 0.95 |
| Vanguard Wellington | VWELX | 16.7 | 8.9 | 8.2 | 2.4 | 0.25 |
| Bond Funds | Row 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 Bond | BAGSX | 2.5 | 0.6 | 1.7 | 4.1 | 0.55 |
| Dodge & Cox Income | DODIX | 4.1 | 1.9 | 2.5 | 4.6 | 0.41 |
| Fidelity Interm Muni Income | FLTMX | 4.9 | 1.9 | 2.3 | 3.1 | 0.36 |
| Fidelity Strategic Income | FADMX | 8.1 | 3.0 | 3.2 | 5.3 | 0.66 |
| T. Rowe Price Floating Rate | PRFRX | 11.2 | 4.9 | 4.0 | 8.3 | 0.78 |
| Vanguard Emerging Markets Bond | VEMBX | 13.5 | 4.4 | N/A | 7.0 | 0.55 |
| Vanguard High-Yield Corporate | VWEHX | 9.0 | 3.7 | 4.1 | 6.4 | 0.23 |
| Vanguard Short-Term Inv-Grade | VFSTX | 4.8 | 1.7 | 1.8 | 5.0 | 0.20 |
| Indexes | Row 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 INDEX | Row 30 - Cell 1 | 29.9 | 15.0 | 13.0 | 1.4 | Row 30 - Cell 6 |
| RUSSELL 2000 INDEX* | Row 31 - Cell 1 | 19.7 | 8.1 | 7.6 | 1.4 | Row 31 - Cell 6 |
| MSCI EAFE INDEX† | Row 32 - Cell 1 | 15.3 | 7.3 | 4.8 | 3.0 | Row 32 - Cell 6 |
| MSCI EMERGING MARKETS INDEX | Row 33 - Cell 1 | 8.2 | 2.2 | 2.9 | 2.9 | Row 33 - Cell 6 |
| BLOOMBERG U.S. AGG BOND IDX# | Row 34 - Cell 1 | 1.7 | 0.4 | 1.5 | 4.9 | Row 34 - Cell 6 |
Sign up for Kiplinger’s Free E-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.
Related Content
To continue reading this article
please register for free
This is different from signing in to your print subscription
Why am I seeing this? Find out more here
-
Do You Have Gun Stocks in Your Funds?ESG Investors looking to make changes amid gun violence can easily divest from gun stocks ... though it's trickier if they own them through funds.
-
Janus Henderson Global Equity Income Fund (HFQTX) Hangs ToughKip 25 A focus on dividend payers and defensive stocks has kept the Janus Henderson Global Equity Income Fund afloat in a rough market.
-
T. Rowe Price Small-Cap Value (PRSVX) Stands OutKip 25 In this turbulent market, value-priced, higher-quality small caps are holding up better than their fast-growing counterparts.
-
Kiplinger 25 Model PortfoliosThe Kiplinger 25 Reach your investment goals with these plans using the Kiplinger 25, our favorite no-load mutual funds.
-
New Leadership at One of Our FundsKip 25 Vanguard recently announced that longtime manager Michael Reckmeyer will retire in June.
-
The Best T. Rowe Price Funds for 401(k) Retirement SaversKiplinger's Investing Outlook A dozen T. Rowe Price mutual funds enjoy a place among the nation's most popular 401(k) retirement products. Find out which ones are worth your investment dollars.
-
We Welcome a Tech Fund to the Kip 25Kip 25 T. Rowe Price Global Technology sees promise in smaller tech companies leading changes to consumer services.
-
A Bumper Crop of Fantastic Retirement Fundsmutual funds Retirees and those nearing the end of their careers must consider growth, income and safety for their investments. Here are 10 mutual funds and ETFs that keep those requirements in mind.
