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 December 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 StockDODGX18.33%11.08%16.29%7.71%9.56%0.52%
Fidelity New MillenniumFMILX20.0610.1414.418.7710.910.57
Mairs & Power GrowthMPGFX16.529.2313.839.219.640.66
T. Rowe Price Blue Chip GrowthTRBCX36.5515.3018.8510.508.310.72
T. Rowe Price Dividend GrowthPRDGX19.3210.8814.838.517.110.64
T. Rowe Price ValueTRVLX18.949.0515.088.528.360.82
Vanguard Equity-IncomeVEIPX18.3811.0214.658.738.100.26
S&P 500-Stock Index
21.83%11.41%15.79%8.50%7.20%
Data through December 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 StockHSCSX11.99%8.07%13.23%11.07%—%0.89%
Parnassus Mid CapPARMX15.7910.0413.7110.280.99
Primecap Odyssey GrowthPOGRX32.0514.9819.2611.410.66
T. Rowe Price QM U.S. Small-Cap Growth EquityPRDSX22.1211.6316.3711.397.820.81
T. Rowe Price Small-Cap ValuePRSVX13.3711.6913.129.4210.030.80
Russell 2000 Index
14.65%9.96%14.12%8.71%7.89%
Data through December 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 MarketsBEXFX40.34%8.96%8.95%—%—%1.38%
Fidelity International GrowthFIGFX29.569.209.044.651.03
Oakmark InternationalOAKIX29.7510.4310.506.959.420.95
T. Rowe Price International DiscoveryPRIDX39.0115.5313.816.8612.681.19
MSCI EAFE Index
25.03%7.80%7.90%1.94%5.25%
Data through December 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 HealthCareVGHCX19.61%7.04%17.68%11.73%12.85%0.37%
Vanguard WellingtonVWELX14.728.4210.867.517.950.25
MSCI Emerging Markets Index
37.289.10%4.35%1.68%
Data through December 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 ReturnDLTNX3.44%2.47%2.71%—%—%0.72%
Fidelity Intermediate Municipal IncomeFLTMX4.492.222.343.664.210.35
Fidelity New Markets IncomeFNMIX10.158.204.347.709.310.83
Metropolitan West Total ReturnMWTRX3.101.782.265.365.910.67
Pimco IncomePONDX8.226.256.038.830.79
Vanguard High-Yield CorpVWEHX7.045.485.116.825.880.23
Vanguard Short-term Investment-GradeVFSTX2.031.921.702.853.950.20
Bloomberg Barclays US Agg Bond Index
3.54%2.24%2.10%4.01%4.98%