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 April 30, 2022

Large-Company Stock Funds

FUND NAME SYMBOL 1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
EXPENSE RATIO
Dodge & Cox StockDODGX0.71%12.54%11.42%13.50%9.19%0.52%
Fidelity Blue Chip GrowthFBGRX-15.5717.6918.8516.8610.700.78
Mairs & Power GrowthMPGFX-4.4112.0011.4012.349.230.61
Primecap Odyssey GrowthPOGRX-9.049.0311.0713.710.65
T. Rowe Price Dividend GrowthPRDGX2.3013.0813.3713.289.080.62
Vanguard Equity-IncomeVEIPX7.5211.3210.9411.918.810.28
S&P 500-Stock Index
0.21%13.85%13.66%13.67%9.09%
Data through April 30, 2022

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
DF Dent Midcap GrowthDFDMX-16.91%7.99%13.42%13.05%—%0.98%
Parnassus Mid CapPARMX-10.856.647.9410.460.96
T. Rowe Price QM U.S. Small-Cap Growth EquityPRDSX-17.786.428.9311.539.200.78
T. Rowe Price Small-Cap ValuePRSVX-7.338.908.3710.329.500.75
Russell 2000 Index
-16.87%6.73%7.24%10.06%8.11%
Data through April 30, 2022

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-26.16%0.40%2.26%4.35%—%1.33%
Brown Capital Management International Small CompanyBCSVX-21.287.0611.971.32
Fidelity International GrowthFIGFX-11.876.987.757.640.99
Janus Henderson Global Equity Income HFQTX2.085.944.725.980.94
MSCI EAFE Index
-8.15%4.44%4.77%5.77%5.60%
Data through April 30, 2022

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 PortfolioFSPHX-14.16%12.29%11.60%15.63%11.15%0.67%
T. Rowe Price Global TechnologyPRGTX-38.946.1410.8816.4113.450.86
TCW Enhanced Commodity Strategy NTGABX44.24%19.98%11.81%1.54%0.75%
Data through April 30, 2022

Bond Funds

FUND NAME SYMBOL 1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
EXPENSE RATIO
Fidelity Intermediate Municipal IncomeFLTMX-6.40%0.62%1.70%2.02%3.40%0.32%
Fidelity Strategic IncomeFADMX-5.512.492.963.405.880.66
Metropolitan West Total ReturnMWTRX-9.310.631.322.344.590.67
T. Rowe Price Floating RatePRFRX2.263.033.283.560.76
TIAA-CREF Core Impact Bond FundTSBRX-8.840.201.180.61
Vanguard Emerging Markets BondVEMBX-13.202.034.090.55
Vanguard High-Yield CorpVWEHX-5.052.333.254.685.880.23
Vanguard Short-term Investment-GradeVFSTX-5.410.831.341.692.890.20
Bloomberg US Agg Bond Index
-8.51%0.38%1.20%1.73%3.70%

Source: Morningstar Inc.