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 January 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 StockDODGX22.28%15.29%16.19%8.92%9.89%0.52%
Fidelity New MillenniumFMILX25.0513.6914.4810.4711.310.54
Mairs & Power GrowthMPGFX17.9911.6713.039.979.930.66
T. Rowe Price Blue Chip GrowthTRBCX44.1519.2320.2412.698.790.72
T. Rowe Price Dividend GrowthPRDGX23.1313.7214.719.577.330.64
T. Rowe Price ValueTRVLX23.0312.1514.629.528.610.82
Vanguard Equity-IncomeVEIPX22.1913.5814.319.658.290.26
S&P 500-Stock Index
26.41%14.66%15.91%9.78%7.44%
Data through January 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 StockHSCSX15.24%10.98%12.59%12.00%—%0.89%
Parnassus Mid CapPARMX15.6211.7512.8710.570.99
Primecap Odyssey GrowthPOGRX38.3818.9619.5313.070.66
T. Rowe Price QM U.S. Small-Cap Growth EquityPRDSX24.7613.7316.0112.918.120.81
T. Rowe Price Small-Cap ValuePRSVX14.8413.6212.0310.0710.190.80
Russell 2000 Index
17.18%12.12%13.33%9.76%8.12%
Data through January 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 MarketsBEXFX40.39%10.77%9.19%—%—%1.38%
Fidelity International GrowthFIGFX31.3610.929.346.341.03
Oakmark InternationalOAKIX33.1012.8710.498.479.760.95
T. Rowe Price International DiscoveryPRIDX41.5218.0614.358.5712.941.19
MSCI EAFE Index
27.60%9.39%7.85%3.44%5.27%
Data through January 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 HealthCareVGHCX22.29%8.07%17.36%12.68%12.96%0.37%
Vanguard WellingtonVWELX16.959.9510.738.128.050.25
MSCI Emerging Markets Index
41.0111.83%5.74%3.88%
Data through January 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 ReturnDLTNX2.43%1.74%2.47%—%—%0.72%
Fidelity Intermediate Municipal IncomeFLTMX3.161.402.103.404.120.35
Fidelity New Markets IncomeFNMIX8.928.644.597.739.350.83
Metropolitan West Total ReturnMWTRX1.870.842.015.065.790.67
Pimco IncomePONDX6.976.135.578.630.79
Vanguard High-Yield CorpVWEHX6.205.335.026.925.800.23
Vanguard Short-term Investment-GradeVFSTX1.301.521.612.663.870.20
Bloomberg Barclays US Agg Bond Index
2.15%1.14%2.01%3.71%4.86%