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 March 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 StockDODGX10.76%10.88%13.34%8.90%8.95%0.52%
Fidelity New MillenniumFMILX14.519.5711.9210.3610.200.54
Mairs & Power GrowthMPGFX6.317.4310.379.488.970.64
T. Rowe Price Blue Chip GrowthTRBCX30.7215.2018.3012.587.910.70
T. Rowe Price Dividend GrowthPRDGX12.809.9612.409.316.550.64
T. Rowe Price ValueTRVLX10.927.9511.839.197.610.80
Vanguard Equity-IncomeVEIPX10.3710.0911.659.297.400.26
S&P 500-Stock Index
17.10%11.14%14.73%9.73%6.86%
Data through March 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 StockHSCSX9.89%5.74%10.27%11.53%9.36%0.88%
Parnassus Mid CapPARMX7.908.7011.1910.790.99
Primecap Odyssey GrowthPOGRX30.7716.6317.6413.270.66
T. Rowe Price QM U.S. Small-Cap Growth EquityPRDSX16.779.4514.1012.967.320.79
T. Rowe Price Small-Cap ValuePRSVX10.1110.6810.449.759.550.79
Russell 2000 Index
10.51%8.55%12.19%9.75%7.52%
Data through March 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 MarketsBEXFX25.20%9.40%8.63%—%—%1.36%
Fidelity International GrowthFIGFX17.976.867.655.651.03
Oakmark InternationalOAKIX15.297.128.747.918.530.95
AMG TimesSquare International Small CapTCMPX28.6115.0213.811.29
MSCI EAFE Index
20.13%5.65%7.06%2.82%4.70%
Data through March 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 HealthCareVGHCX8.39%3.88%14.60%12.94%12.07%0.37%
Vanguard WellingtonVWELX8.827.428.947.737.440.25
MSCI Emerging Markets Index
30.518.97%5.02%2.65%
Data through March 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 ReturnDLTNX1.93%1.78%2.38%—%—%0.72%
Fidelity Intermediate Municipal IncomeFLTMX2.331.612.053.504.120.36
Fidelity New Markets IncomeFNMIX4.127.504.467.578.940.82
Fidelity Strategic IncomeFSICX5.314.233.665.890.69
Metropolitan West Total ReturnMWTRX0.940.871.805.115.750.67
Vanguard High-Yield CorpVWEHX3.174.274.436.925.640.23
Vanguard Short-term Investment-GradeVFSTX0.671.401.502.673.840.20
Bloomberg Barclays US Agg Bond Index
0.51%1.14%1.71%3.60%4.81%