Tool | Updated October 2018

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 September 30, 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 StockDODGX13.70%17.28%12.71%11.82%10.35%0.52%
Fidelity New MillenniumFMILX15.8415.9611.3012.5311.600.54
Mairs & Power GrowthMPGFX15.2015.6510.9611.0310.470.64
T. Rowe Price Blue Chip GrowthTRBCX27.2521.6817.5715.509.080.70
T. Rowe Price Dividend GrowthPRDGX15.2815.8712.7711.367.470.64
T. Rowe Price ValueTRVLX7.2412.8510.4610.778.760.80
Vanguard Equity-IncomeVEIPX10.5814.7811.5411.068.120.26
S&P 500-Stock Index
17.91%17.31%13.95%11.97%7.42%
Data through September 30, 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
Parnassus Mid CapPARMX9.40%14.05%10.91%11.93%—%0.99%
Primecap Odyssey GrowthPOGRX28.2922.7216.8015.350.66
T. Rowe Price QM U.S. Small-Cap Growth EquityPRDSX22.2617.9213.3014.769.630.79
T. Rowe Price Small-Cap ValuePRSVX12.7118.0910.8110.9211.620.79
Wasatch Small Cap ValueWMCVX14.5416.0012.3112.4913.511.21
Russell 2000 Index
15.24%17.12%11.07%11.11%9.45%
Data through September 30, 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 MarketsBEXFX-8.03%9.26%3.99%—%—%1.36%
Fidelity International GrowthFIGFX5.289.766.388.311.03
Oakmark InternationalOAKIX-6.3310.454.039.1010.071.00
AMG TimesSquare International Small CapTCMPX-1.3911.299.671.29
MSCI EAFE Index
2.74%9.23%4.42%5.38%5.20%
Data through September 30, 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 HealthCareVGHCX14.52%10.44%14.74%14.41%12.62%0.38%
Vanguard WellingtonVWELX8.2511.139.039.407.910.25
MSCI Emerging Markets Index
-0.81%12.36%3.61%5.40%
Data through September 30, 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 ReturnDLTNX-0.02%1.53%2.67%—%—%0.72%
Fidelity Intermediate Municipal IncomeFLTMX0.031.772.633.643.930.36
Fidelity New Markets IncomeFNMIX-4.596.714.747.8711.020.82
Fidelity Strategic IncomeFADMX0.555.043.766.206.48
Metropolitan West Total ReturnMWTRX-1.101.132.035.495.490.67
Vanguard High-Yield CorpVWEHX1.566.325.147.935.800.23
Vanguard Short-term Investment-GradeVFSTX0.151.551.673.133.650.20
Bloomberg Barclays US Agg Bond Index
-1.22%1.31%2.16%3.77%4.48%