Tool | Updated April 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 March 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 GrowthDFDMX12.97%17.68%11.25%—%—%1.01%
Dodge & Cox StockDODGX4.3114.108.6516.149.160.52
Mairs & Power GrowthMPGFX12.7610.778.5215.609.780.64
T. Rowe Price Blue Chip GrowthTRBCX12.1020.0214.9518.917.660.70
T. Rowe Price Dividend GrowthPRDGX12.6313.3611.0315.307.110.64
T. Rowe Price ValueTRVLX4.0410.157.6315.787.890.78
Vanguard Equity-IncomeVEIPX7.4511.159.2715.317.550.27
S&P 500-Stock Index
9.50%13.51%10.91%15.92%6.04%
Data through March 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 CapPARMX10.37%12.10%9.93%16.05%—%0.99%
Primecap Odyssey GrowthPOGRX-0.6116.9012.2717.530.64
T. Rowe Price QM U.S. Small-Cap Growth EquityPRDSX7.0414.9410.1618.528.640.80
T. Rowe Price Small-Cap ValuePRSVX1.4512.266.6515.0611.380.78
Wasatch Small Cap ValueWMCVX3.4614.068.2117.3512.721.20
Russell 2000 Index
2.05%12.92%7.05%15.36%8.44%
Data through March 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-9.78%9.53%3.65%—%—%1.36%
Fidelity International GrowthFIGFX0.138.564.9811.660.94
Oakmark InternationalOAKIX-14.136.401.0811.838.130.96
AMG TimesSquare International Small CapTCMPX-16.735.375.481.23
MSCI EAFE Index
-3.71%7.27%2.33%8.96%3.94%
Data through March 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 HealthCareVGHCX8.92%9.24%9.59%16.00%11.31%0.34%
Vanguard WellingtonVWELX6.969.467.4811.607.590.25
MSCI Emerging Markets Index
-7.41%10.68%3.68%8.94%
Data through March 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 ReturnDLTNX4.05%2.39%3.02%—%—%0.72%
Fidelity Intermediate Municipal IncomeFLTMX4.792.332.933.674.070.37
Fidelity New Markets IncomeFNMIX-0.365.974.669.0510.210.83
Fidelity Strategic IncomeFADMX2.665.173.447.096.340.68
Metropolitan West Total ReturnMWTRX4.492.032.485.805.530.67
Vanguard High-Yield CorpVWEHX5.936.684.519.385.730.23
Vanguard Short-term Investment-GradeVFSTX3.592.001.953.463.720.20
Bloomberg Barclays US Agg Bond Index
4.48%2.03%2.74%3.77%4.73%
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