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 September 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 GrowthDFDMX12.95%19.09%14.27%—%—%0.98%
Dodge & Cox StockDODGX-2.0011.348.1012.018.950.52
Mairs & Power GrowthMPGFX4.2710.549.3912.659.540.64
T. Rowe Price Blue Chip GrowthTRBCX1.9718.1614.1515.797.830.70
T. Rowe Price Dividend GrowthPRDGX11.5614.0112.0113.187.610.64
T. Rowe Price ValueTRVLX8.1510.738.2312.128.160.78
Vanguard Equity-IncomeVEIPX6.4311.159.5212.827.820.27
S&P 500-Stock Index
4.25%13.39%10.84%13.24%6.33%
Data through September 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 CapPARMX10.58%11.21%10.61%13.33%—%0.99%
Primecap Odyssey GrowthPOGRX-10.7112.0011.0113.370.64
T. Rowe Price QM U.S. Small-Cap Growth EquityPRDSX-1.4112.9811.0714.948.300.80
T. Rowe Price Small-Cap ValuePRSVX-4.1010.179.2711.5611.110.78
Wasatch Small Cap ValueWMCVX-2.6910.249.3612.4611.671.20
Russell 2000 Index
-8.89%8.23%8.19%11.19%7.99%
Data through September 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 MarketsBEXFX1.59%4.26%2.69%—%—%1.36%
Fidelity International GrowthFIGFX6.289.216.778.400.94
Oakmark InternationalOAKIX-6.415.742.806.637.640.96
AMG TimesSquare International Small CapTCMPX-7.324.006.211.23
MSCI EAFE Index
-1.34%6.48%3.27%4.90%3.72%
Data through September 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 HealthCareVGHCX-6.55%6.18%7.12%13.33%11.40%0.34%
Vanguard WellingtonVWELX8.5710.018.139.827.870.25
MSCI Emerging Markets Index
-2.02%5.97%2.33%3.37%
Data through September 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 ReturnDLTNX7.71%2.98%3.25%—%—%0.73%
Fidelity Intermediate Municipal IncomeFLTMX7.552.742.943.374.310.37
Fidelity New Markets IncomeFNMIX4.342.153.945.959.730.83
Fidelity Strategic IncomeFADMX6.184.083.925.056.480.68
Metropolitan West Total ReturnMWTRX10.192.943.065.035.770.67
Vanguard High-Yield CorpVWEHX8.025.735.387.366.080.23
Vanguard Short-term Investment-GradeVFSTX5.772.362.372.733.800.20
Bloomberg Barclays US Agg Bond Index
10.30%2.92%3.38%3.75%5.01%
Sponsored Financial Content
Advertisement