Kiplinger's 25 Favorite No-Load Mutual Funds
Tool | Updated December 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 November 30, 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 GrowthDFDMX26.63%21.89%14.03%—%—%0.98%
Dodge & Cox StockDODGX7.8210.368.9612.499.140.52
Mairs & Power GrowthMPGFX13.6812.369.5313.029.750.64
T. Rowe Price Blue Chip GrowthTRBCX16.4521.0014.4316.087.710.70
T. Rowe Price Dividend GrowthPRDGX17.2715.1411.5213.177.710.64
T. Rowe Price ValueTRVLX11.9210.377.6211.958.180.78
Vanguard Equity-IncomeVEIPX11.1011.669.2912.777.880.27
S&P 500-Stock Index
16.11%14.88%10.98%13.44%6.20%
Data through November 30, 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 CapPARMX15.22%11.41%9.67%12.94%—%0.99%
Primecap Odyssey GrowthPOGRX8.4715.2811.6314.520.64
T. Rowe Price QM U.S. Small-Cap Growth EquityPRDSX15.2914.1411.2715.928.120.80
T. Rowe Price Small-Cap ValuePRSVX8.728.489.0812.2311.310.78
Wasatch Small Cap ValueWMCVX6.5310.369.5813.2311.621.20
Russell 2000 Index
7.51%8.57%8.22%12.38%8.02%
Data through November 30, 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 MarketsBEXFX9.18%8.06%2.85%—%—%1.36%
Fidelity International GrowthFIGFX23.3914.507.728.790.94
Oakmark InternationalOAKIX12.677.173.777.297.950.98
AMG TimesSquare International Small CapTCMPX15.939.637.821.23
MSCI EAFE Index
12.44%9.62%4.26%5.32%3.59%
Data through November 30, 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 HealthCareVGHCX9.05%13.16%8.02%14.27%11.61%0.34%
Vanguard WellingtonVWELX14.2210.768.079.727.950.25
MSCI Emerging Markets Index
7.28%9.01%3.12%3.33%
Data through November 30, 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 ReturnDLTNX7.28%3.62%2.98%—%—%0.73%
Fidelity Intermediate Municipal IncomeFLTMX7.304.202.873.464.310.37
Fidelity New Markets IncomeFNMIX9.054.004.055.919.300.83
Fidelity Strategic IncomeFADMX8.935.123.864.896.400.68
Metropolitan West Total ReturnMWTRX10.864.002.854.745.770.67
Vanguard High-Yield CorpVWEHX11.876.385.347.256.050.23
Vanguard Short-term Investment-GradeVFSTX6.262.792.332.603.780.20
Bloomberg Barclays US Agg Bond Index
10.79%4.10%3.08%3.59%5.01%
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