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 September 30, 2020

Large-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 GrowthDFDMX19.46%19.09%17.38%—%—%0.98%
Dodge & Cox StockDODGX-2.392.849.0611.038.200.52
Mairs & Power GrowthMPGFX11.3210.1712.4212.529.460.65
T. Rowe Price Blue Chip GrowthTRBCX36.1720.8920.1318.068.260.69
T. Rowe Price Dividend GrowthPRDGX8.6911.8113.5413.277.700.62
Vanguard Equity-IncomeVEIPX-2.874.569.3511.297.330.27
S&P 500-Stock Index
15.15%12.28%14.15%13.74%6.42%
Data through September 30, 2020

Small- and Midsize-Company Stock Funds

FUND NAME SYMBOL 1-YR
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3-YR
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5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
EXPENSE RATIO
Parnassus Mid CapPARMX2.93%7.58%11.05%11.95%—%0.99%
Primecap Odyssey GrowthPOGRX12.858.9413.2413.640.64
T. Rowe Price QM U.S. Small-Cap Growth EquityPRDSX9.899.8212.1813.947.330.79
T. Rowe Price Small-Cap ValuePRSVX-6.580.338.099.409.700.77
Wasatch Small Cap ValueWMCVX-7.131.167.1210.389.021.20
Russell 2000 Index
0.39%1.77%8.00%9.85%6.88%
Data through September 30, 2020

International Stock Funds

FUND NAME SYMBOL 1-YR
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3-YR
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5-YR
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10-YR
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20-YR
RETURN
EXPENSE RATIO
Baron Emerging MarketsBEXFX17.14%3.06%9.19%—%—%1.35%
Fidelity International GrowthFIGFX17.539.5610.568.740.99
Janus Henderson Global Equity Income HFQTX-2.94-1.943.304.820.95
AMG TimesSquare International Small CapTCMPX7.41-0.626.531.23
MSCI EAFE Index
0.49%0.62%5.26%4.62%3.58%
Data through September 30, 2020

Specialized/Go-Anywhere Funds

FUND NAME SYMBOL 1-YR
RETURN
3-YR
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5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
EXPENSE RATIO
Fidelity Select Health Care PortfolioFSPHX39.10%16.59%14.34%19.14%10.14%0.70%
Vanguard WellingtonVWELX7.558.139.909.617.950.25
MSCI Emerging Markets Index
10.54%2.42%8.97%2.50%
Data through September 30, 2020

Bond Funds

FUND NAME SYMBOL 1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
EXPENSE RATIO
DoubleLine Total ReturnDLTNX3.21%3.58%3.08%4.36%—%0.73%
Fidelity Intermediate Municipal IncomeFLTMX3.373.603.223.234.230.35
Fidelity New Markets IncomeFNMIX1.280.275.134.708.320.82
Fidelity Strategic IncomeFADMX4.203.665.124.316.340.68
Metropolitan West Total ReturnMWTRX7.795.514.204.365.770.67
TIAA-CREF Core Impact Bond FundTSBRX5.654.854.100.64
Vanguard High-Yield CorpVWEHX3.164.216.016.116.020.23
Vanguard Short-term Investment-GradeVFSTX4.793.543.022.553.710.20
Bloomberg Barclays US Agg Bond Index
6.98%5.24%4.18%3.64%5.01%

Source: Morningstar Inc.

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