Kiplinger's 25 Favorite No-Load Mutual Funds
Tool | Updated July 2019

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, 2019

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 GrowthDFDMX20.27%20.39%13.35%—%—%1.01%
Dodge & Cox StockDODGX4.1414.438.2614.048.460.52
Mairs & Power GrowthMPGFX13.6910.408.4914.049.200.64
T. Rowe Price Blue Chip GrowthTRBCX10.3421.7214.9217.487.570.70
T. Rowe Price Dividend GrowthPRDGX16.7313.9411.4914.287.020.64
T. Rowe Price ValueTRVLX8.9511.267.4913.817.380.78
Vanguard Equity-IncomeVEIPX9.6410.948.9114.187.230.27
S&P 500-Stock Index
10.42%14.19%10.71%14.70%5.90%
Data through June 30, 2019

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 CapPARMX12.00%12.10%9.55%14.67%—%0.99%
Primecap Odyssey GrowthPOGRX0.7817.9011.8815.700.64
T. Rowe Price QM U.S. Small-Cap Growth EquityPRDSX6.8415.4810.6417.048.250.80
T. Rowe Price Small-Cap ValuePRSVX0.0212.377.2713.3010.760.78
Wasatch Small Cap ValueWMCVX1.7214.438.0314.5511.681.20
Russell 2000 Index
-3.31%12.30%7.06%13.45%7.77%
Data through June 30, 2019

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-0.08%7.97%2.40%—%—%1.36%
Fidelity International GrowthFIGFX7.6310.485.7310.310.94
Oakmark InternationalOAKIX-6.5310.521.479.037.280.96
AMG TimesSquare International Small CapTCMPX-10.917.545.601.23
MSCI EAFE Index
1.08%9.11%2.25%6.90%4.00%
Data through June 30, 2019

Specialized/Go-Anywhere Funds

FUND NAME SYMBOL 1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
EXPENSE RATIO
Vanguard HealthCareVGHCX7.31%6.98%8.28%14.72%11.07%0.34%
Vanguard WellingtonVWELX10.289.757.4610.667.410.25
MSCI Emerging Markets Index
1.21%10.66%2.49%5.81%
Data through June 30, 2019

Bond Funds

FUND NAME SYMBOL 1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
EXPENSE RATIO
DoubleLine Total ReturnDLTNX6.02%2.66%3.04%—%—%0.73%
Fidelity Intermediate Municipal IncomeFLTMX6.082.242.933.734.260.37
Fidelity New Markets IncomeFNMIX7.124.313.787.519.800.83
Fidelity Strategic IncomeFADMX6.235.063.366.076.440.68
Metropolitan West Total ReturnMWTRX7.822.432.695.635.710.67
Vanguard High-Yield CorpVWEHX8.876.604.708.255.930.23
Vanguard Short-term Investment-GradeVFSTX5.372.212.163.053.810.20
Bloomberg Barclays US Agg Bond Index
7.87%2.31%2.95%3.90%4.93%
Advertisement
Advertisement