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Kip 25

Kiplinger 25: Our Green Fund Sees Some Red
investing

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
retirement

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
investing

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
investing

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
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A Good Year for Most of the Kip 25 Funds
investing

A Good Year for Most of the Kip 25 Funds

More winners than losers among our favorite low-cost mutual funds.
January 30, 2020

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Fidelity Advisor Strategic Income Invests in a Tepid Economy
investing

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
investing

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
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Rising Dividends Lift This Fund
investing

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
investing

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
investing

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
investing

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
investing

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
investing

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
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Fidelity Strategic Income
investing

Fidelity Strategic Income

Expense Ratio: 0.68%Fidelity Strategic Income balances higher quality, investment-grade bonds with junkier, higher-yielding bonds to deliver protectio…
October 5, 2018
Vanguard High-Yield Corporate
investing

Vanguard High-Yield Corporate

Manager Michael Hong, who works for Wellington Management, tilts toward higher-quality junk and likes to buy and hold.
October 5, 2018
Metropolitan West Total Return
Investing

Metropolitan West Total Return

October 5, 2018
Parnassus Mid Cap Fund Suffers a Toothache
investing

Parnassus Mid Cap Fund Suffers a Toothache

This Kiplinger 25 member is in a slump.
October 5, 2018
Vanguard Wellington
investing

Vanguard Wellington

Wellington Management’s Ed Bousa does the stock picking.
October 5, 2018
Vanguard Health Care
Investing

Vanguard Health Care

October 5, 2018
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Oakmark International
investing

Oakmark International

Oakmark's managers are classic bargain hunters.
October 5, 2018
Fidelity International Growth
investing

Fidelity International Growth

Growth and price matter to manager Jed Weiss.
October 5, 2018
Baron Emerging Markets
investing

Baron Emerging Markets

Manager Michael Kass favors fast-growing businesses with sustainable competitive advantages and a high return on invested capital (a measure of profit…
October 5, 2018
AMG TimesSquare International Small Cap Fund
investing

AMG TimesSquare International Small Cap Fund

Magnus Larsson and Robert Madsen run the fund with three analysts.
October 5, 2018
Vanguard Equity-Income
investing

Vanguard Equity-Income

Two shops run this fund.
October 5, 2018
T. Rowe Price Value
investing

T. Rowe Price Value

Expense Ratio: 0.82%T.
October 5, 2018