Kiplinger's 25 Favorite No-Load Mutual Funds
Tool

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 January 31, 2021

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 GrowthDFDMX21.69%18.58%21.10%—%—%0.98%
Dodge & Cox StockDODGX10.525.4713.8311.598.500.52
Mairs & Power GrowthMPGFX17.3211.3014.4412.649.580.65
T. Rowe Price Blue Chip GrowthTRBCX29.7416.7721.6317.299.090.69
T. Rowe Price Dividend GrowthPRDGX10.7911.1514.8212.837.920.62
Vanguard Equity-IncomeVEIPX4.025.0811.0511.387.620.28
S&P 500-Stock Index
17.25%11.70%16.16%13.50%7.23%
Data through January 31, 2021

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 CapPARMX12.75%9.65%13.68%11.68%—%0.99%
Primecap Odyssey GrowthPOGRX26.8610.4318.3214.720.65
T. Rowe Price QM U.S. Small-Cap Growth EquityPRDSX24.3413.1617.7314.148.760.79
T. Rowe Price Small-Cap ValuePRSVX16.277.4814.2110.5610.780.77
Wasatch Small Cap ValueWMCVX20.988.4415.3311.8110.121.21
Russell 2000 Index
30.17%11.11%16.50%11.78%8.73%
Data through January 31, 2021

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 MarketsBEXFX36.10%6.30%14.52%7.18%—%1.35%
Fidelity International GrowthFIGFX15.778.7512.548.791.00
Janus Henderson Global Equity Income HFQTX3.290.125.835.530.94
AMG TimesSquare International Small CapTCMPX16.420.579.881.23
MSCI EAFE Index
8.94%2.23%8.84%5.15%4.45%
Data through January 31, 2021

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 PortfolioFSPHX28.40%18.14%17.43%18.70%10.98%0.70%
Vanguard WellingtonVWELX8.957.9311.129.527.850.25
MSCI Emerging Markets Index
27.90%4.42%15.03%4.23%9.05%
Data through January 31, 2021

Bond Funds

FUND NAME SYMBOL 1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
EXPENSE RATIO
DoubleLine Total ReturnDLTNX2.27%3.99%3.04%4.14%—%0.73%
Fidelity Intermediate Municipal IncomeFLTMX3.544.593.273.774.100.35
Fidelity New Markets IncomeFNMIX1.971.636.245.508.290.82
Fidelity Strategic IncomeFADMX6.524.846.514.646.380.68
Metropolitan West Total ReturnMWTRX6.266.024.224.365.540.67
TIAA-CREF Core Impact Bond FundTSBRX4.325.314.140.64
Vanguard High-Yield CorpVWEHX5.225.707.306.196.150.23
Vanguard Short-term Investment-GradeVFSTX4.294.043.182.613.550.20
Bloomberg Barclays US Agg Bond Index
4.72%5.49%4.00%3.75%4.71%

Source: Morningstar Inc.

Advertisement