Kiplinger's 25 Favorite No-Load Mutual Funds
Tool | Updated September 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 August 31, 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 GrowthDFDMX12.39%19.31%13.72%—%—%1.01%
Dodge & Cox StockDODGX-4.9910.577.1512.208.530.52
Mairs & Power GrowthMPGFX3.539.528.3512.689.240.64
T. Rowe Price Blue Chip GrowthTRBCX3.6819.2714.0316.507.800.70
T. Rowe Price Dividend GrowthPRDGX11.3413.4411.5413.457.360.64
T. Rowe Price ValueTRVLX5.9610.147.3912.337.760.78
Vanguard Equity-IncomeVEIPX2.829.708.4112.707.440.27
S&P 500-Stock Index
2.92%12.70%10.11%13.45%6.09%
Data through August 31, 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 CapPARMX9.56%10.92%9.92%13.75%—%0.99%
Primecap Odyssey GrowthPOGRX-12.3412.6210.1413.870.64
T. Rowe Price QM U.S. Small-Cap Growth EquityPRDSX-1.4413.3410.3915.888.490.80
T. Rowe Price Small-Cap ValuePRSVX-8.378.897.3511.6710.840.78
Wasatch Small Cap ValueWMCVX-7.019.907.8112.7811.531.20
Russell 2000 Index
-12.89%7.89%6.41%11.59%7.88%
Data through August 31, 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-1.92%4.41%1.42%—%—%1.36%
Fidelity International GrowthFIGFX4.749.105.908.850.94
Oakmark InternationalOAKIX-9.474.571.046.627.060.96
AMG TimesSquare International Small CapTCMPX-12.624.174.971.23
MSCI EAFE Index
-3.26%5.91%1.89%5.00%3.63%
Data through August 31, 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 HealthCareVGHCX-4.94%6.63%7.23%13.61%11.07%0.34%
Vanguard WellingtonVWELX7.109.377.499.927.640.25
MSCI Emerging Markets Index
-4.36%5.76%0.38%4.07%
Data through August 31, 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 ReturnDLTNX7.60%3.20%3.24%—%—%0.73%
Fidelity Intermediate Municipal IncomeFLTMX7.752.883.103.694.360.37
Fidelity New Markets IncomeFNMIX6.232.533.266.579.850.83
Fidelity Strategic IncomeFADMX6.434.263.535.486.520.68
Metropolitan West Total ReturnMWTRX10.063.133.075.315.830.67
Vanguard High-Yield CorpVWEHX8.055.804.907.766.060.23
Vanguard Short-term Investment-GradeVFSTX5.762.412.342.843.840.20
Bloomberg Barclays US Agg Bond Index
10.17%3.09%3.35%3.91%5.10%
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