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, 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 GrowthDFDMX30.42%22.19%20.07%—%—%0.98%
Dodge & Cox StockDODGX7.167.5212.2711.968.630.52
Mairs & Power GrowthMPGFX16.6712.7414.0112.899.450.65
T. Rowe Price Blue Chip GrowthTRBCX34.7321.3319.7617.679.240.69
T. Rowe Price Dividend GrowthPRDGX13.9313.8814.4913.378.090.62
Vanguard Equity-IncomeVEIPX3.026.7410.5611.707.620.28
S&P 500-Stock Index
18.40%14.18%15.22%13.88%7.47%
Data through December 31, 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 CapPARMX14.88%11.36%13.17%12.39%—%0.99%
Primecap Odyssey GrowthPOGRX16.7711.4014.6314.300.65
T. Rowe Price QM U.S. Small-Cap Growth EquityPRDSX23.8415.2615.7914.409.080.79
T. Rowe Price Small-Cap ValuePRSVX12.507.8112.8710.5110.950.77
Wasatch Small Cap ValueWMCVX12.527.9912.5311.4210.521.21
Russell 2000 Index
19.96%10.25%13.26%11.20%8.78%
Data through December 31, 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 MarketsBEXFX28.87%7.49%12.58%6.86%—%1.35%
Fidelity International GrowthFIGFX16.9511.5111.688.831.00
Janus Henderson Global Equity Income HFQTX1.561.205.345.630.94
AMG TimesSquare International Small CapTCMPX13.553.558.891.23
MSCI EAFE Index
7.82%4.28%7.45%5.51%4.50%
Data through December 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 PortfolioFSPHX24.43%20.68%14.25%18.88%10.32%0.70%
Vanguard WellingtonVWELX10.609.3810.769.868.020.25
MSCI Emerging Markets Index
18.31%6.17%12.81%3.63%9.59%
Data through December 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 ReturnDLTNX3.86%3.65%3.26%4.24%—%0.73%
Fidelity Intermediate Municipal IncomeFLTMX4.544.073.323.674.130.35
Fidelity New Markets IncomeFNMIX4.602.266.215.538.620.82
Fidelity Strategic IncomeFADMX7.535.126.324.786.600.68
Metropolitan West Total ReturnMWTRX8.795.804.564.495.700.67
TIAA-CREF Core Impact Bond FundTSBRX7.175.124.500.64
Vanguard High-Yield CorpVWEHX5.285.767.086.406.400.23
Vanguard Short-term Investment-GradeVFSTX5.153.893.282.663.640.20
Bloomberg Barclays US Agg Bond Index
7.51%5.34%4.44%3.84%4.83%

Source: Morningstar Inc.

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