Kiplinger's 25 Favorite No-Load Mutual Funds
Tool | Updated August 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 July 31, 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 GrowthDFDMX18.20%19.54%14.71%—%—%1.01%
Dodge & Cox StockDODGX1.6813.258.9113.268.730.52
Mairs & Power GrowthMPGFX9.3510.259.6813.379.360.64
T. Rowe Price Blue Chip GrowthTRBCX9.5720.0115.2416.927.830.70
T. Rowe Price Dividend GrowthPRDGX13.8213.4212.2613.777.210.64
T. Rowe Price ValueTRVLX6.8710.368.2512.927.570.78
Vanguard Equity-IncomeVEIPX5.5310.309.5713.367.390.27
S&P 500-Stock Index
7.99%13.36%11.34%14.03%6.15%
Data through July 31, 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 CapPARMX10.62%11.47%10.53%14.09%—%0.99%
Primecap Odyssey GrowthPOGRX-1.1215.2812.7614.760.64
T. Rowe Price QM U.S. Small-Cap Growth EquityPRDSX6.1114.1611.9716.288.330.80
T. Rowe Price Small-Cap ValuePRSVX-1.1111.128.9012.4810.900.78
Wasatch Small Cap ValueWMCVX1.6512.649.5913.7411.461.20
Russell 2000 Index
-4.42%10.36%8.53%12.47%7.95%
Data through July 31, 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 MarketsBEXFX0.14%6.09%2.41%—%—%1.36%
Fidelity International GrowthFIGFX5.709.086.239.240.94
Oakmark InternationalOAKIX-11.236.871.637.437.270.96
AMG TimesSquare International Small CapTCMPX-11.625.285.621.23
MSCI EAFE Index
-2.60%6.87%2.39%5.84%3.78%
Data through July 31, 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 HealthCareVGHCX0.87%5.27%8.36%14.16%11.21%0.34%
Vanguard WellingtonVWELX7.909.317.9310.177.570.25
MSCI Emerging Markets Index
-2.18%8.42%1.84%4.56%
Data through July 31, 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 ReturnDLTNX6.33%2.53%3.07%—%—%0.73%
Fidelity Intermediate Municipal IncomeFLTMX6.562.493.033.664.280.37
Fidelity New Markets IncomeFNMIX5.624.073.997.2210.010.83
Fidelity Strategic IncomeFADMX6.074.503.645.666.480.68
Metropolitan West Total ReturnMWTRX8.132.272.755.275.720.67
Vanguard High-Yield CorpVWEHX8.096.045.047.695.950.23
Vanguard Short-term Investment-GradeVFSTX5.382.112.212.893.810.20
Bloomberg Barclays US Agg Bond Index
8.08%2.17%3.05%3.75%4.97%
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