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, 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 GrowthDFDMX41.76%22.45%20.94%—%—%0.98%
Dodge & Cox StockDODGX62.0115.3516.6113.149.340.52
Fidelity Blue Chip GrowthFBGRX75.0131.6228.2319.3710.660.78
Mairs & Power GrowthMPGFX47.3719.4615.0813.4910.390.64
T. Rowe Price Dividend GrowthPRDGX41.6518.0116.0813.558.740.63
Vanguard Equity-IncomeVEIPX38.4012.4012.4312.028.350.28
S&P 500-Stock Index
45.98%18.67%17.42%14.17%8.35%
Data through April 30, 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
American Century Small Cap ValueASVIX91.53%16.65%16.40%11.86%11.28%1.25%
Parnassus Mid CapPARMX49.2715.4314.3011.820.98
Primecap Odyssey GrowthPOGRX54.8914.4618.8014.440.65
T. Rowe Price QM U.S. Small-Cap Growth EquityPRDSX54.4817.7417.9913.659.960.78
T. Rowe Price Small-Cap ValuePRSVX69.6213.6315.3611.2011.200.76
Russell 2000 Index
74.91%15.23%16.48%11.63%9.46%
Data through April 30, 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 MarketsBEXFX57.95%8.21%12.55%6.84%—%1.35%
Brown Capital Management International Small CompanyBCSVX58.5418.4021.231.25
Fidelity International GrowthFIGFX37.7213.5512.938.431.00
Janus Henderson Global Equity Income HFQTX31.503.545.955.290.94
MSCI EAFE Index
39.88%6.27%8.87%5.22%5.26%
Data through April 30, 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 PortfolioFSPHX31.41%20.46%17.93%17.98%11.64%0.69%
Vanguard WellingtonVWELX28.1412.7811.709.948.250.24
MSCI Emerging Markets Index
48.71%7.51%12.503.59%9.89%
Data through April 30, 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 ReturnDLTNX3.03%3.73%2.72%3.81%—%0.73%
Fidelity Intermediate Municipal IncomeFLTMX7.574.683.043.524.070.34
Fidelity Strategic IncomeFADMX14.865.805.584.456.510.67
Metropolitan West Total ReturnMWTRX1.715.743.524.005.380.67
TIAA-CREF Core Impact Bond FundTSBRX2.835.043.420.64
Vanguard Emerging Markets BondVEMBX22.0010.129.510.60
Vanguard High-Yield CorpVWEHX14.616.506.275.976.240.23
Vanguard Short-term Investment-GradeVFSTX4.284.172.832.513.480.20
Bloomberg Barclays US Agg Bond Index
-0.27%5.19%3.19%3.39%4.56%

Source: Morningstar Inc.

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