Tool | Updated December 2018

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 November 30, 2018

Large-Company Stock Funds

FUND NAME SYMBOL 1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
EXPENSE RATIO
Dodge & Cox StockDODGX6.58%13.28%10.10%14.80%9.49%0.52%
Fidelity New MillenniumFMILX3.2710.618.5515.1710.280.54
Mairs & Power GrowthMPGFX5.9411.318.7913.559.720.64
T. Rowe Price Blue Chip GrowthTRBCX11.4115.1814.0318.337.950.70
T. Rowe Price Dividend GrowthPRDGX7.8712.3211.0314.076.940.64
T. Rowe Price ValueTRVLX-0.799.078.3714.227.900.80
Vanguard Equity-IncomeVEIPX4.5211.389.9313.267.510.26
S&P 500-Stock Index
6.27%12.16%11.12%14.32%6.42%
Data through November 30, 2018

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 CapPARMX2.06%10.27%9.48%14.96%—%0.99%
Primecap Odyssey GrowthPOGRX6.8915.2713.3817.530.66
T. Rowe Price QM U.S. Small-Cap Growth EquityPRDSX5.3011.469.7517.618.450.79
T. Rowe Price Small-Cap ValuePRSVX-1.4911.177.2013.5610.890.79
Wasatch Small Cap ValueWMCVX3.5712.359.8917.3312.501.20
Russell 2000 Index
0.57%10.08%7.50%14.044%8.41%
Data through November 30, 2018

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-12.17%6.65%2.52%—%—%1.36%
Fidelity International GrowthFIGFX-5.544.843.7710.471.03
Oakmark InternationalOAKIX-16.993.540.8810.868.600.95
AMG TimesSquare International Small CapTCMPX-17.374.755.901.29
MSCI EAFE Index
-7.94%4.12%1.84%7.47%3.98%
Data through November 30, 2018

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 HealthCareVGHCX10.95%6.88%12.23%16.18%11.84%0.38%
Vanguard WellingtonVWELX2.808.447.5910.847.420.25
MSCI Emerging Markets Index
-9.09%9.41%1.90%9.13%
Data through November 30, 2018

Bond Funds

FUND NAME SYMBOL 1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
EXPENSE RATIO
DoubleLine Total ReturnDLTNX0.49%1.81%2.67%—%—%0.72%
Fidelity Intermediate Municipal IncomeFLTMX0.981.702.653.723.940.36
Fidelity New Markets IncomeFNMIX-7.624.024.009.7210.060.82
Fidelity Strategic IncomeFADMX-1.874.103.047.256.17
Metropolitan West Total ReturnMWTRX-1.381.091.765.685.350.67
Vanguard High-Yield CorpVWEHX-0.585.054.0710.205.550.23
Vanguard Short-term Investment-GradeVFSTX0.131.491.493.483.650.20
Bloomberg Barclays US Agg Bond Index
-1.34%1.33%2.03%3.67%4.47%
Advertisement