Kiplinger's 25 Favorite No-Load Mutual Funds
Tool | Updated June 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 May 31, 2019

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
DF Dent Midcap GrowthDFDMX13.58%17.54%12.77%—%—%1.01%
Dodge & Cox StockDODGX-0.1211.317.6613.408.400.52
Mairs & Power GrowthMPGFX6.978.377.6013.379.020.64
T. Rowe Price Blue Chip GrowthTRBCX4.2818.2213.9216.837.560.70
T. Rowe Price Dividend GrowthPRDGX11.3012.2210.5613.656.870.64
T. Rowe Price ValueTRVLX2.118.846.6413.157.190.78
Vanguard Equity-IncomeVEIPX3.319.348.0413.517.060.27
S&P 500-Stock Index
3.78%11.72%9.66%13.95%5.83%
Data through May 31, 2019

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 CapPARMX7.75%9.62%8.63%13.94%—%0.99%
Primecap Odyssey GrowthPOGRX-9.0413.8811.1015.170.64
T. Rowe Price QM U.S. Small-Cap Growth EquityPRDSX-0.0412.4410.0716.338.180.80
T. Rowe Price Small-Cap ValuePRSVX-5.5010.346.6912.6510.680.78
Wasatch Small Cap ValueWMCVX-4.0612.187.3914.2111.841.20
Russell 2000 Index
-9.04%9.75%6.71%12.84%7.64%
Data through May 31, 2019

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-10.39%7.65%1.80%—%—%1.36%
Fidelity International GrowthFIGFX0.287.594.529.490.94
Oakmark InternationalOAKIX-15.685.34-0.198.107.300.96
AMG TimesSquare International Small CapTCMPX-17.973.574.431.23
MSCI EAFE Index
-5.75%5.82%1.27%6.23%3.90%
Data through May 31, 2019

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 HealthCareVGHCX0.93%4.55%7.52%14.13%10.83%0.34%
Vanguard WellingtonVWELX5.508.476.8410.247.280.25
MSCI Emerging Markets Index
-8.70%9.88%1.79%5.03%
Data through May 31, 2019

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 ReturnDLTNX5.44%2.81%2.94%—%—%0.73%
Fidelity Intermediate Municipal IncomeFLTMX5.782.592.853.644.170.37
Fidelity New Markets IncomeFNMIX2.645.113.587.599.940.83
Fidelity Strategic IncomeFADMX3.904.753.136.126.340.68
Metropolitan West Total ReturnMWTRX6.422.532.455.655.650.67
Vanguard High-Yield CorpVWEHX6.295.934.278.145.760.23
Vanguard Short-term Investment-GradeVFSTX4.552.222.013.073.770.20
Bloomberg Barclays US Agg Bond Index
6.40%2.50%2.70%3.83%4.85%
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