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 May 31, 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 GrowthDFDMX21.77%19.76%14.69%—%—%0.98%
Dodge & Cox StockDODGX-2.562.855.2410.837.830.52
Mairs & Power GrowthMPGFX11.948.498.6312.009.180.65
T. Rowe Price Blue Chip GrowthTRBCX21.9217.6315.1016.987.790.69
T. Rowe Price Dividend GrowthPRDGX8.6210.059.8712.837.450.62
Vanguard Equity-IncomeVEIPX1.375.006.6311.607.330.27
S&P 500-Stock Index
21.68%14.54%12.37%13.97%6.33%
Data through May 31, 2020

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
Parnassus Mid CapPARMX2.01%5.50%7.50%11.50%—%0.99%
Primecap Odyssey GrowthPOGRX6.347.429.1813.050.64
T. Rowe Price QM U.S. Small-Cap Growth EquityPRDSX9.749.348.3513.957.380.79
T. Rowe Price Small-Cap ValuePRSVX-8.170.224.678.679.830.77
Wasatch Small Cap ValueWMCVX-9.241.863.709.639.591.20
Russell 2000 Index
9.21%7.28%8.23%11.88%7.50%
Data through May 31, 2020

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-4.20%-0.79%0.56%—%—%1.35%
Fidelity International GrowthFIGFX11.296.345.579.180.99
Oakmark InternationalOAKIX-14.18-8.29-3.034.375.980.98
AMG TimesSquare International Small CapTCMPX1.63-1.693.501.23
MSCI EAFE Index
12.10%7.76%5.12%5.76%3.55%
Data through May 31, 2020

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 PortfolioFSPHX35.05%18.01%9.11%18.94%10.60%0.70%
Vanguard WellingtonVWELX8.447.217.139.557.740.25
MSCI Emerging Markets Index
3.81%7.88%4.48%3.78%
Data through May 31, 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 ReturnDLTNX3.30%3.09%2.84%4.96%—%0.73%
Fidelity Intermediate Municipal IncomeFLTMX2.643.132.973.254.320.35
Fidelity New Markets IncomeFNMIX-2.54-0.513.155.188.570.82
Fidelity Strategic IncomeFADMX2.662.983.444.606.330.68
Metropolitan West Total ReturnMWTRX9.205.003.714.695.930.67
TIAA-CREF Core Impact Bond FundTSBRX6.554.263.570.64
Vanguard High-Yield CorpVWEHX3.293.484.226.515.990.23
Vanguard Short-term Investment-GradeVFSTX4.633.102.652.653.830.20
Bloomberg Barclays US Agg Bond Index
9.64%4.62%3.01%3.79%5.15%

Source: Morningstar Inc.

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