Tool | Updated February 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 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 January 31, 2019

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 StockDODGX-4.60%15.82%9.55%15.28%9.31%0.52%
Fidelity New MillenniumFMILX-4.3313.937.8315.788.580.63
Mairs & Power GrowthMPGFX-0.7112.228.4814.289.300.64
T. Rowe Price Blue Chip GrowthTRBCX2.3919.6314.2018.707.470.70
T. Rowe Price Dividend GrowthPRDGX0.9013.6010.8914.466.790.64
T. Rowe Price ValueTRVLX-7.0911.007.9314.817.870.80
Vanguard Equity-IncomeVEIPX-3.6311.949.6814.287.330.27
S&P 500-Stock Index
-2.31%14.02%10.96%15.00%5.81%
Data through January 31, 2019

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
Parnassus Mid CapPARMX-1.39%12.39%9.11%14.78%—%0.99%
Primecap Odyssey GrowthPOGRX-3.2818.5412.5617.360.64
T. Rowe Price QM U.S. Small-Cap Growth EquityPRDSX-2.1115.189.2217.617.870.79
T. Rowe Price Small-Cap ValuePRSVX-3.8414.597.1214.0310.750.79
Wasatch Small Cap ValueWMCVX-2.2016.119.4917.0911.961.20
Russell 2000 Index
-3.52%14.71%7.26%14.52%7.91%
Data through January 31, 2019

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 MarketsBEXFX-16.19%11.19%4.31%—%—%1.36%
Fidelity International GrowthFIGFX-10.907.734.7210.830.94
Oakmark InternationalOAKIX-22.088.591.9011.758.690.96
AMG TimesSquare International Small CapTCMPX-22.906.676.091.29
MSCI EAFE Index
-12.51%7.74%2.66%8.11%3.87%
Data through January 31, 2019

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 HealthCareVGHCX2.76%8.88%10.69%15.18%11.33%0.38%
Vanguard WellingtonVWELX-1.989.727.4610.977.350.25
MSCI Emerging Markets Index
-14.24%14.89%4.77%9.66%
Data through January 31, 2019

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 ReturnDLTNX2.86%2.03%2.73%—%—%0.72%
Fidelity Intermediate Municipal IncomeFLTMX2.881.842.743.513.960.36
Fidelity New Markets IncomeFNMIX-3.277.655.529.3910.710.82
Fidelity Strategic IncomeFADMX-0.125.903.527.066.29
Metropolitan West Total ReturnMWTRX2.221.792.155.645.420.67
Vanguard High-Yield CorpVWEHX1.616.964.429.005.600.23
Vanguard Short-term Investment-GradeVFSTX2.071.961.733.333.670.20
Bloomberg Barclays US Agg Bond Index
2.25%1.95%2.44%3.68%4.57%
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