Tool

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 July 31, 2018

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
Dodge & Cox StockDODGX14.91%12.20%12.63%10.09%9.69%0.52%
Fidelity New MillenniumFMILX16.9711.3711.4911.2310.710.54
Mairs & Power GrowthMPGFX11.7310.5110.2110.569.630.64
T. Rowe Price Blue Chip GrowthTRBCX24.9816.1017.7513.418.220.70
T. Rowe Price Dividend GrowthPRDGX13.7511.6712.1610.157.020.64
T. Rowe Price ValueTRVLX8.638.7910.339.708.200.80
Vanguard Equity-IncomeVEIPX12.8011.7811.1410.557.880.26
S&P 500-Stock Index
16.24%12.52%13.12%10.67%6.72%
Data through July 31, 2018

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
Homestead Small-Company StockHSCSX9.79%7.55%8.28%11.96%10.09%0.88%
Parnassus Mid CapPARMX10.3311.6711.2211.650.99
Primecap Odyssey GrowthPOGRX27.5616.5115.9613.700.66
T. Rowe Price QM U.S. Small-Cap Growth EquityPRDSX19.8311.5913.3312.978.420.79
T. Rowe Price Small-Cap ValuePRSVX15.9914.5710.8510.2410.710.79
Russell 2000 Index
18.73%12.04%11.33%10.39%8.58%
Data through July 31, 2018

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 MarketsBEXFX2.20%7.60%6.36%—%—%1.36%
Fidelity International GrowthFIGFX7.316.107.466.101.03
Oakmark InternationalOAKIX1.126.385.878.749.080.95
AMG TimesSquare International Small CapTCMPX6.5010.8311.721.29
MSCI EAFE Index
6.40%5.03%5.86%3.43%4.40%
Data through July 31, 2018

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 HealthCareVGHCX8.35%4.10%13.81%13.08%12.20%0.38%
Vanguard WellingtonVWELX9.118.458.738.507.690.25
MSCI Emerging Markets Index
4.36%8.94%5.25%2.87%
Data through July 31, 2018

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 ReturnDLTNX0.22%1.73%2.77%—%—%0.72%
Fidelity Intermediate Municipal IncomeFLTMX1.012.132.843.524.090.36
Fidelity New Markets IncomeFNMIX-1.326.045.027.229.110.82
Metropolitan West Total ReturnMWTRX-0.851.172.175.405.590.67
Vanguard High-Yield CorpVWEHX0.994.744.837.175.600.23
Vanguard Short-term Investment-GradeVFSTX-0.101.481.672.733.750.20
Bloomberg Barclays US Agg Bond Index
-0.80%1.49%2.25%3.73%4.69%