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 one-year, and annualized three-, five-, 10- and 20-year returns, as well as expense rations, for each of the 25 funds.

Click on a fund's name to see a description of the fund's makeup, management and strategy, or click the ticker symbol for its daily market snapshot.

Data through May 31, 2018

Large-Company 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
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EXPENSE RATIO
Dodge & Cox StockDODGX11.79%9.87%12.49%8.27%9.09%0.52%
Fidelity New MillenniumFMILX16.419.8711.669.7610.650.54
Mairs & Power GrowthMPGFX6.648.099.999.189.110.64
T. Rowe Price Blue Chip GrowthTRBCX28.0316.6918.2912.198.260.70
T. Rowe Price Dividend GrowthPRDGX10.249.8211.898.846.720.64
T. Rowe Price ValueTRVLX9.437.0710.738.527.760.80
Vanguard Equity-IncomeVEIPX10.539.5811.069.107.600.26
S&P 500-Stock Index
14.38%10.97%12.98%9.14%6.64%
Data through May 31, 2018

Small- and Midsize-Company 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
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EXPENSE RATIO
Homestead Small-Company StockHSCSX10.10%6.38%9.34%10.72%9.49%0.88%
Parnassus Mid CapPARMX6.839.3110.7910.040.99
Primecap Odyssey GrowthPOGRX28.1317.0516.9712.750.66
T. Rowe Price QM U.S. Small-Cap Growth EquityPRDSX19.1810.8314.1412.017.950.79
T. Rowe Price Small-Cap ValuePRSVX15.9913.1211.119.399.970.79
Russell 2000 Index
20.76%10.98%12.18%9.64%8.01%
Data through May 31, 2018

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
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EXPENSE RATIO
Baron Emerging MarketsBEXFX13.75%6.19%6.64%—%—%1.36%
Fidelity International GrowthFIGFX7.745.527.544.801.03
Oakmark InternationalOAKIX6.595.816.617.238.760.95
AMG TimesSquare International Small CapTCMPX13.9712.5212.941.29
MSCI EAFE Index
7.97%4.33%5.93%2.10%4.43%
Data through May 31, 2018

Specialized/Go-Anywhere 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
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EXPENSE RATIO
Vanguard HealthCareVGHCX4.84%2.39%13.53%12.36%11.94%0.38%
Vanguard WellingtonVWELX7.717.248.517.457.460.25
MSCI Emerging Markets Index
14.03%6.17%4.52%1.62%
Data through May 31, 2018

Bond 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
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EXPENSE RATIO
DoubleLine Total ReturnDLTNX0.58%1.83%2.39%—%—%0.72%
Fidelity Intermediate Municipal IncomeFLTMX1.022.162.223.474.100.36
Fidelity New Markets IncomeFNMIX-1.575.294.107.038.990.82
Metropolitan West Total ReturnMWTRX-0.181.141.865.265.680.67
Vanguard High-Yield CorpVWEHX0.943.864.286.575.600.23
Vanguard Short-term Investment-GradeVFSTX0.181.381.552.703.790.20
Bloomberg Barclays US Agg Bond Index
-0.37%1.39%1.98%3.72%4.75%