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
Fund name | Symbol | One-year return | Five-year annualized return | 10-year annualized return | Yield | Expense ratio |
Dean Mid Cap Value | DALCX | 10.7 | 13.3 | 11.3 | 0.9 | 0.85 |
DF Dent Midcap Growth | DFDMX | -5.8 | 1.9 | 11.1 | 0.0 | 0.93 |
Dodge & Cox Stock | DODGX | 8.7 | 13.7 | 13.8 | 1.3 | 0.51 |
Fidelity Blue Chip Growth | FBGRX | 17.2 | 14.2 | 20.6 | 0.0 | 0.61 |
Mairs & Power Growth | MPGFX | 10.7 | 12.2 | 13.3 | 0.7 | 0.62 |
Oberweis Small-Cap Opportunities | OBSOX | 9.3 | 14.0 | 16.3 | 0.0 | 1.25 |
T. Rowe Price Dividend Growth | PRDGX | 11.9 | 11.8 | 13.3 | 0.9 | 0.64 |
T. Rowe Price Small-Cap Value | PRSVX | 11.6 | 7.8 | 10.9 | 0.8 | 0.77 |
PRIMECAP Odyssey Growth | POGRX | 34.1 | 13.5 | 15.9 | 0.5 | 0.66 |
Vanguard Equity Income | VEIPX | 16.3 | 13.7 | 12.4 | 2.2 | 0.27 |
Fund name | Symbol | One-year return | Five-year annualized return | 10-year annualized return | Yield | Expense ratio |
Baron Emerging Markets | BEXFX | 37.8 | 1.8 | 8.0 | 1.7 | 1.37% |
Brown Capital Mgmt Intl Small Co | BCSVX | -10.6 | -1.6 | 9.6 | 0.0 | 1.31 |
Fidelity International Growth | FIGFX | 16.6 | 7.3 | 9.9 | 0.6 | 0.84 |
Janus Henderson Global Equity Income | HFQTX | 33.4 | 11.8 | 8.8 | 6.4 | 0.95 |
Fund name | Symbol | One-year return | Five-year annualized return | 10-year annualized return | Yield | Expense ratio |
Fidelity Select Health Care | FSPHX | 8.1 | 3.6 | 10.3 | 0.4 | 0.63% |
T. Rowe Price Global Technology | PRGTX | 30.4 | 5.2 | 17.3 | 0.0 | 0.92 |
Vanguard Wellington | VWELX | 14.8 | 9.7 | 10.4 | 2.1 | 0.25 |
Fund name | Symbol | One-year return | Five-year annualized return | 10-year annualized return | Yield | Expense ratio |
Baird Aggregate Bond | BAGSX | 6.7 | -0.2 | 2.1 | 3.9 | 0.55% |
Dodge & Cox Income | DODIX | 8.0 | 1.2 | 3.4 | 4.2 | 0.41 |
Fidelity Interm Muni Income | FLTMX | 5.5 | 1.3 | 2.3 | 2.8 | 0.37 |
Fidelity Strategic Income | FADMX | 8.5 | 3.3 | 4.9 | 4.1 | 0.65 |
T. Rowe Price Floating Rate | PRFRX | 5.8 | 6.0 | 5.2 | 6.4 | 0.76 |
Vanguard Emerging Markets Bond | VEMBX | 13.1 | 3.8 | N/A | 5.1 | 0.50 |
Vanguard High-Yield Corporate | VWEHX | 8.2 | 4.1 | 5.7 | 5.5 | 0.22 |
Vanguard Short-Term Investment-Grade | VFSTX | 6.5 | 2.2 | 2.7 | 4.1 | 0.20 |
Indexes | One-year return | Five-year annualized return | 10-year annualized return | Yield |
S&P 500 INDEX | 16.3 | 15.0 | 15.6 | 1.2 |
RUSSELL 2000 INDEX* | 15.8 | 6.2 | 11.2 | 1.2 |
MSCI EAFE INDEX† | 31.2 | 10.3 | 9.6 | 2.7 |
MSCI EMERGING MARKETS INDEX | 42.8 | 5.3 | 10.1 | 2.3 |
BLOOMBERG U.S. AGGREGATE BOND INDEX# | 6.8 | -0.2 | 1.9 | 4.4 |
As of January 31, 2025. *Small-company U.S. stocks. †Foreign stocks. #High-grade U.S. bonds. N/A = Fund not in existence for the entire period.
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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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