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 October 31, 2017

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 StockDODGX24.98%10.11%15.93%6.61%9.42%0.52%
Fidelity New MillenniumFMILX22.028.9013.927.8010.690.57
Mairs & Power GrowthMPGFX18.068.6313.798.409.630.66
T. Rowe Price Blue Chip GrowthTRBCX34.5814.8319.019.758.490.72
T. Rowe Price Dividend GrowthPRDGX20.4910.9014.417.757.270.64
T. Rowe Price ValueTRVLX21.308.8414.887.398.380.82
Vanguard Equity-IncomeVEIPX20.8410.1313.857.818.270.26
S&P 500-Stock Index
23.63%10.77%15.18%7.51%7.31%
Data through October 31, 2017

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 StockHSCSX26.93%8.87%13.88%10.27%—%0.89%
Parnassus Mid CapPARMX18.8010.0913.518.900.99
Primecap Odyssey GrowthPOGRX32.1213.8118.709.920.65
T. Rowe Price QM U.S. Small-Cap Growth EquityPRDSX27.2311.0216.3610.297.560.81
T. Rowe Price Small-Cap ValuePRSVX28.3911.4613.658.4610.010.80
Russell 2000 Index
27.85%10.12%14.49%7.63%7.82%
Data through October 31, 2017

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 MarketsBEXFX24.75%6.92%8.63%—%—%1.38%
Fidelity International GrowthFIGFX24.147.619.460.98
Oakmark InternationalOAKIX33.3610.1812.626.129.141.00
T. Rowe Price International DiscoveryPRIDX30.1513.5113.735.5312.161.20
MSCI EAFE Index
23.44%6.08%8.53%1.10%5.10%
Data through October 31, 2017

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 HealthCareVGHCX19.09%7.20%17.29%11.21%12.87%0.37%
Vanguard WellingtonVWELX16.157.8710.406.987.980.25
MSCI Emerging Markets Index
26.45%5.70%4.83%0.60%
Data through October 31, 2017

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 ReturnDLTNX1.87%2.69%2.82%—%—%0.72%
Fidelity Intermediate Municipal IncomeFLTMX1.672.302.353.744.290.35
Fidelity New Markets IncomeFNMIX8.286.364.897.589.660.83
Metropolitan West Total ReturnMWTRX0.681.942.375.556.010.67
Pimco IncomePONDX8.615.706.559.000.79
Vanguard High-Yield CorpVWEHX7.535.165.536.675.990.23
Vanguard Short-term Investment-GradeVFSTX1.331.921.782.994.000.20
Bloomberg Barclays US Agg Bond Index
0.90%2.40%2.04%4.19%5.04%