Kip 25
Kiplinger’s Mutual Fund Rankings, 2021
Kiplinger’s Mutual Fund Rankings, 2021
In a volatile year, the best portfolios had plenty of opportunity to shine.
January 23, 2021
2021's Best Mutual Funds in 401(k) Retirement Plans
2021's Best Mutual Funds in 401(k) Retirement Plans
A key to smart saving for retirement: spreading your portfolio across a few of the best mutual funds in your 401(k) plan. Here, we profile the top opt…
December 29, 2020
The Best T. Rowe Price Funds for 401(k) Retirement Savers
The Best T. Rowe Price Funds for 401(k) Retirement Savers
A dozen T. Rowe Price mutual funds also have a place among the nation's most popular 401(k) retirement products. Find out which funds belong in your r…
December 28, 2020
Kip 25 Update: Value Stocks Show Signs of Life
Kip 25 Update: Value Stocks Show Signs of Life
Dodge & Cox Stock (DODGX) has been among the beneficiaries of a resurgence in value stocks in 2020's later innings.
December 27, 2020
The Best Vanguard Funds for 401(k) Retirement Savers
The Best Vanguard Funds for 401(k) Retirement Savers
Vanguard funds account for a third of the 100 most popular 401(k) retirement products. We rank Vanguard's best actively managed funds, including its t…
November 27, 2020
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Vanguard High-Yield Corporate Delivers the Cash
Vanguard High-Yield Corporate Delivers the Cash
It favors the highest-quality junk bonds, which fared much better over the past year than lower-quality debt.
October 21, 2020
The 100 Most Popular Mutual Funds for 401(k) Retirement Savings
The 100 Most Popular Mutual Funds for 401(k) Retirement Savings
These funds have the most assets under management in 401(k) workplace retirement plans
October 9, 2020
5 Best Health Care Mutual Funds for the Long Run
5 Best Health Care Mutual Funds for the Long Run
These five health care mutual funds offer up a one-two punch of both defensive properties and an ability to run with the bulls.
October 7, 2020
Janus Henderson Global Equity Income (HFQTX) Joins the Kip 25
Janus Henderson Global Equity Income (HFQTX) Joins the Kip 25
HFQTX's investments in dividend payers have helped it hold up better than its foreign-value peers.
September 30, 2020
Baron Emerging Markets Snaps Back
Baron Emerging Markets Snaps Back
Few expected a post-COVID rally in emerging-markets stocks, in part because of a belief that developing countries wouldn’t cope well with the pandemic…
August 19, 2020
Oakmark International Disappoints Us
Oakmark International Disappoints Us
When this fund is good, it shines relative to peers, but when it is bad, it fares far worse.
July 23, 2020
Kiplinger 25: Our Green Fund Sees Some Red
Kiplinger 25: Our Green Fund Sees Some Red
But it has delivered over the long term since its 2012 inception.
June 5, 2020
Kiplinger 25 Model Portfolios
Kiplinger 25 Model Portfolios
Reach your investment goals with these plans using our favorite no-load mutual funds.
April 3, 2020
Most of the Kip 25 Stay Out of the Doghouse
Most of the Kip 25 Stay Out of the Doghouse
Every year, we look back at how our favorite low-fee mutual funds performed.
April 2, 2020
A Deep Bench Bodes Well for Fidelity Intermediate Municipal Income
A Deep Bench Bodes Well for Fidelity Intermediate Municipal Income
Another manager is retiring, but this fund is run by a dynamic team of mostly longtime members.
March 6, 2020
A Good Year for Most of the Kip 25 Funds
A Good Year for Most of the Kip 25 Funds
More winners than losers among our favorite low-cost mutual funds.
January 30, 2020
AMG TimesSquare International Small Cap’s Turnaround
AMG TimesSquare International Small Cap’s Turnaround
Two of the fund’s biggest losers became its biggest winners in 2019.
December 27, 2019
Fidelity Advisor Strategic Income Invests in a Tepid Economy
Fidelity Advisor Strategic Income Invests in a Tepid Economy
The fund has evolved a bit over time, and is positioned to do well in a moderately growing U.S. economy.
November 27, 2019
Wasatch Small Cap Value Holds Its Head Up
Wasatch Small Cap Value Holds Its Head Up
Wasatch Small Cap Value smashes both the Russell 2000 and S&P 500, even as small-company stocks have experienced more turbulence.
November 1, 2019
Rising Dividends Lift This Fund
Rising Dividends Lift This Fund
T. Rowe Price Dividend Growth is staying ahead thanks to big gains at Ball, Air Products & Chemicals and Danaher, among others.
August 1, 2019
With Oakmark International, Patience Pays Off
With Oakmark International, Patience Pays Off
This Kiplinger 25 member has stumbled recently along with foreign stock markets at large, but the fund's strategy has delivered over the long term.
June 6, 2019
Primecap Odyssey Growth Stumbles
Primecap Odyssey Growth Stumbles
Primecap’s return trails the competition as well as the Standard & Poor’s 500-stock index, which returned 9.4%. What gives?
May 9, 2019
The Kiplinger 25: How We Did in a Very Contrary Year
The Kiplinger 25: How We Did in a Very Contrary Year
Also, we move to rebalance our stock portfolio with a midcap offering.
April 4, 2019
Fidelity Strategic Income Bets on U.S. Economic Growth
Fidelity Strategic Income Bets on U.S. Economic Growth
This member of the Kiplinger 25, the collection of our favorite no-load mutual funds, balances government bonds and high-grade corporates with higher-…
November 29, 2018
4 Funds Worth Making the Extra Effort to Buy
4 Funds Worth Making the Extra Effort to Buy
These members of the Kiplinger 25, the collection of our favorite no-load mutual funds, require new investors to jump some hurdles in order to buy ini…
November 1, 2018