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 June 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 GrowthDFDMX15.14%19.49%14.39%—%—%0.98%
Dodge & Cox StockDODGX-6.212.995.9311.718.300.52
Mairs & Power GrowthMPGFX5.278.108.9212.629.230.65
T. Rowe Price Blue Chip GrowthTRBCX19.3718.9716.2018.237.690.69
T. Rowe Price Dividend GrowthPRDGX3.0410.0510.4613.487.460.62
Vanguard Equity-IncomeVEIPX-5.534.347.0511.927.450.27
S&P 500-Stock Index
7.51%10.73%10.73%13.99%5.91%
Data through June 30, 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 CapPARMX-3.13%5.48%8.10%12.10%—%0.99%
Primecap Odyssey GrowthPOGRX3.168.8010.1814.060.64
T. Rowe Price QM U.S. Small-Cap Growth EquityPRDSX1.528.818.2414.736.740.79
T. Rowe Price Small-Cap ValuePRSVX-10.980.535.189.789.790.77
Wasatch Small Cap ValueWMCVX-12.721.653.8810.569.261.20
Russell 2000 Index
-6.63%2.01%4.29%10.50%6.69%
Data through June 30, 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 MarketsBEXFX0.21%2.19%3.33%—%—%1.35%
Fidelity International GrowthFIGFX8.047.786.979.670.99
Oakmark InternationalOAKIX-15.15-6.48-1.315.145.980.98
AMG TimesSquare International Small CapTCMPX-3.05-1.104.061.23
MSCI EAFE Index
-5.13%0.81%2.05%5.73%2.91%
Data through June 30, 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 PortfolioFSPHX25.85%16.13%9.85%19.56%10.07%0.70%
Vanguard WellingtonVWELX4.787.277.739.887.880.25
MSCI Emerging Markets Index
-3.39%1.90%2.86%3.27%
Data through June 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 ReturnDLTNX3.78%3.54%3.21%4.87%—%0.73%
Fidelity Intermediate Municipal IncomeFLTMX3.363.633.213.344.270.35
Fidelity New Markets IncomeFNMIX-2.370.484.005.278.440.82
Fidelity Strategic IncomeFADMX1.653.283.894.586.250.68
Metropolitan West Total ReturnMWTRX8.845.324.094.635.910.67
TIAA-CREF Core Impact Bond FundTSBRX6.654.704.060.64
Vanguard High-Yield CorpVWEHX0.783.464.566.355.870.23
Vanguard Short-term Investment-GradeVFSTX4.853.422.922.683.810.20
Bloomberg Barclays US Agg Bond Index
8.74%5.32%4.30%3.82%5.14%

Source: Morningstar Inc.

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