Kiplinger's 25 Favorite No-Load Mutual Funds
Tool | Updated May 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 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 April 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 GrowthDFDMX21.12%19.51%13.25%—%—%1.01%
Dodge & Cox StockDODGX8.4415.069.7715.108.810.52
Mairs & Power GrowthMPGFX16.0011.169.2614.369.450.64
T. Rowe Price Blue Chip GrowthTRBCX14.5421.6516.3218.237.730.70
T. Rowe Price Dividend GrowthPRDGX16.2814.2511.8914.576.980.64
T. Rowe Price ValueTRVLX7.5511.318.2214.577.490.78
Vanguard Equity-IncomeVEIPX10.6811.889.5714.787.320.27
S&P 500-Stock Index
13.49%14.87%11.63%15.32%6.05%
Data through April 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 CapPARMX13.07%12.77%10.02%14.88%—%0.99%
Primecap Odyssey GrowthPOGRX5.2118.4213.6916.620.64
T. Rowe Price QM U.S. Small-Cap Growth EquityPRDSX11.3615.9811.6117.458.720.80
T. Rowe Price Small-Cap ValuePRSVX5.2813.618.2013.8911.190.78
Wasatch Small Cap ValueWMCVX8.6515.449.4815.9912.601.20
Russell 2000 Index
4.61%13.60%8.63%14.10%8.16%
Data through April 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-7.54%9.63%3.95%—%—%1.36%
Fidelity International GrowthFIGFX5.419.765.8511.310.94
Oakmark InternationalOAKIX-10.168.072.2610.627.570.96
AMG TimesSquare International Small CapTCMPX-11.937.266.341.23
MSCI EAFE Index
-3.22%7.24%2.60%7.95%3.88%
Data through April 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 HealthCareVGHCX7.36%6.92%9.17%15.49%11.13%0.34%
Vanguard WellingtonVWELX9.229.807.7711.237.330.25
MSCI Emerging Markets Index
-5.04%11.25%4.04%7.50%
Data through April 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 ReturnDLTNX4.57%2.33%2.86%—%—%0.72%
Fidelity Intermediate Municipal IncomeFLTMX5.412.202.783.564.070.37
Fidelity New Markets IncomeFNMIX1.384.874.308.169.650.83
Fidelity Strategic IncomeFADMX3.954.823.426.606.220.68
Metropolitan West Total ReturnMWTRX5.231.902.335.625.510.67
Vanguard High-Yield CorpVWEHX7.036.304.698.725.740.23
Vanguard Short-term Investment-GradeVFSTX4.221.971.953.283.720.20
Bloomberg Barclays US Agg Bond Index
5.29%1.90%2.57%3.72%4.71%
Advertisement
Advertisement