Kiplinger's 25 Favorite No-Load Mutual Funds
Tool | Updated February 2020

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 January 31, 2020

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 GrowthDFDMX32.79%22.84%15.95%—%—%0.98%
Dodge & Cox StockDODGX11.299.0910.2212.459.170.52
Mairs & Power GrowthMPGFX18.3811.5210.3612.9710.140.64
T. Rowe Price Blue Chip GrowthTRBCX19.8420.9415.7716.947.790.70
T. Rowe Price Dividend GrowthPRDGX22.8515.1412.7613.678.080.64
T. Rowe Price ValueTRVLX15.799.798.7012.188.440.78
Vanguard Equity-IncomeVEIPX15.7310.8710.3213.058.230.27
S&P 500-Stock Index
21.68%14.54%12.37%13.97%6.33%
Data through January 31, 2020

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 CapPARMX18.58%10.57%10.29%12.96%—%0.99%
Primecap Odyssey GrowthPOGRX9.7313.6712.3114.200.64
T. Rowe Price QM U.S. Small-Cap Growth EquityPRDSX19.0613.2911.3815.687.630.80
T. Rowe Price Small-Cap ValuePRSVX11.067.049.3911.6411.150.78
Wasatch Small Cap ValueWMCVX7.768.779.5312.7810.871.20
Russell 2000 Index
9.21%7.28%8.23%11.88%7.50%
Data through January 31, 2020

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 MarketsBEXFX5.31%7.41%3.71%—%—%1.36%
Fidelity International GrowthFIGFX24.6913.438.689.360.99
Oakmark InternationalOAKIX7.583.723.817.017.570.98
AMG TimesSquare International Small CapTCMPX13.337.437.881.23
MSCI EAFE Index
12.10%7.76%5.12%5.76%3.55%
Data through January 31, 2020

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 HealthCareVGHCX13.15%12.45%7.97%14.16%11.46%0.34%
Vanguard WellingtonVWELX17.7310.518.9410.128.240.25
MSCI Emerging Markets Index
3.81%7.88%4.48%3.78%
Data through January 31, 2020

Bond Funds

FUND NAME SYMBOL 1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
EXPENSE RATIO
DoubleLine Total ReturnDLTNX6.91%4.05%2.97%—%—%0.73%
Fidelity Intermediate Municipal IncomeFLTMX7.394.462.873.594.460.37
Fidelity New Markets IncomeFNMIX6.423.895.716.249.230.83
Fidelity Strategic IncomeFADMX8.325.034.404.976.500.68
Metropolitan West Total ReturnMWTRX9.704.542.834.675.870.67
Vanguard High-Yield CorpVWEHX10.446.025.577.026.120.23
Vanguard Short-term Investment-GradeVFSTX5.793.032.472.613.820.20
Bloomberg Barclays US Agg Bond Index
9.64%4.62%3.01%3.79%5.15%
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