Kiplinger's 25 Favorite No-Load Mutual Funds
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Kiplinger's 25 Favorite No-Load Mutual Funds

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.

See Also: 25 Best Mutual Funds for Low Fees

In the tables below, you can see for each of the 25 funds, expense ratios and one-year, and annualized three-, five-, 10- and 20-year total returns (the fund’s rate of return over a given period of time, including interest, capital gains, dividends and distributions).

Click the ticker symbol for its daily market snapshot.

Data through December 31, 2022

Large-Company Stock Funds

FUND NAME SYMBOL 1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
EXPENSE RATIO
Dodge & Cox StockDODGX-7.23%9.41%8.72%12.44%9.84%0.52%
Fidelity Blue Chip GrowthFBGRX-38.467.0010.5614.5510.760.76
Mairs & Power GrowthMPGFX-21.085.987.8910.829.680.61
Primecap Odyssey GrowthPOGRX-14.355.847.0112.970.65
T. Rowe Price Dividend GrowthPRDGX-10.238.8310.8112.8010.080.62
Vanguard Equity-IncomeVEIPX-0.098.928.8211.699.900.28
S&P 500-Stock Index
-18.11%7.66%9.42%12.56%9.80%
Data through December 31, 2022

Small- and Midsize-Company Stock Funds

FUND NAME SYMBOL 1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
EXPENSE RATIO
DF Dent Midcap GrowthDFDMX-30.52%0.58%7.32%11.07%—%0.85%
Parnassus Mid CapPARMX-21.561.604.749.130.96
T. Rowe Price QM U.S. Small-Cap Growth EquityPRDSX-22.412.265.7510.9310.610.78
T. Rowe Price Small-Cap ValuePRSVX-18.554.785.089.0310.080.75
Russell 2000 Index
-20.44%3.10%4.13%9.01%9.36%
Data through December 31, 2022

International Stock Funds

FUND NAME SYMBOL 1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
EXPENSE RATIO
Baron Emerging MarketsBEXFX-26.04%-3.68%-2.95%2.83%—%1.33%
Brown Capital Management International Small CompanyBCSVX-31.563.756.401.30
Fidelity International GrowthFIGFX-23.191.224.226.601.01
Janus Henderson Global Equity Income HFQTX-6.332.401.844.921.01
MSCI EAFE Index
-14.45%0.87%1.54%4.67%6.43%
Data through December 31, 2022

Specialized/Go-Anywhere Funds

FUND NAME SYMBOL 1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
EXPENSE RATIO
Fidelity Select Health Care PortfolioFSPHX-12.82%6.55%11.31%15.40%12.18%0.67%
T. Rowe Price Global TechnologyPRGTX-55.52-4.910.8613.1412.940.86
TCW Enhanced Commodity Strategy NTGABX13.04%13.93%7.56%0.06%0.75%
Data through December 31, 2022

Bond Funds

FUND NAME SYMBOL 1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
EXPENSE RATIO
Fidelity Intermediate Municipal IncomeFLTMX-6.44%-0.36%1.30%1.82%3.12%0.32%
Fidelity Strategic IncomeFADMX-11.13-0.221.422.475.390.66
Metropolitan West Total ReturnMWTRX-14.87-2.97-0.111.074.370.65
T. Rowe Price Floating RatePRFRX-0.691.852.743.150.75
TIAA-CREF Core Impact Bond FundTSBRX-14.26-3.20-0.341.280.64
Vanguard Emerging Markets BondVEMBX-13.18-0.512.820.55
Vanguard High-Yield CorpVWEHX-9.06-0.252.213.655.840.23
Vanguard Short-term Investment-GradeVFSTX-5.85-0.481.001.352.640.20
Bloomberg US Agg Bond Index
-13.01%-2.71%0.02%1.06%3.10%

Source: Morningstar Inc.

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