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 February 29, 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 GrowthDFDMX17.54%18.84%13.42%—%—%0.98%
Dodge & Cox StockDODGX-0.434.736.8811.198.950.52
Mairs & Power GrowthMPGFX3.467.297.3111.689.870.64
T. Rowe Price Blue Chip GrowthTRBCX9.3916.9612.9215.817.390.69
T. Rowe Price Dividend GrowthPRDGX8.8210.769.5912.438.020.62
T. Rowe Price ValueTRVLX1.274.795.4510.808.320.78
Vanguard Equity-IncomeVEIPX0.975.917.1811.688.180.27
S&P 500-Stock Index
21.68%14.54%12.37%13.97%6.33%
Data through February 29, 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 CapPARMX3.69%6.89%7.42%11.71%—%0.99%
Primecap Odyssey GrowthPOGRX-2.939.429.3212.880.64
T. Rowe Price QM U.S. Small-Cap Growth EquityPRDSX3.549.268.1014.116.240.79
T. Rowe Price Small-Cap ValuePRSVX-3.523.266.5410.2010.390.77
Wasatch Small Cap ValueWMCVX-7.054.555.4011.2910.061.20
Russell 2000 Index
9.21%7.28%8.23%11.88%7.50%
Data through February 29, 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 MarketsBEXFX1.39%5.44%3.14%—%—%1.36%
Fidelity International GrowthFIGFX12.7810.416.128.530.99
Oakmark InternationalOAKIX-4.790.210.495.997.210.98
AMG TimesSquare International Small CapTCMPX2.694.044.691.23
MSCI EAFE Index
12.10%7.76%5.12%5.76%3.55%
Data through February 29, 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 HealthCareVGHCX4.67%7.86%5.79%13.46%11.04%0.34%
Vanguard WellingtonVWELX8.797.567.069.368.190.25
MSCI Emerging Markets Index
3.81%7.88%4.48%3.78%
Data through February 29, 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 ReturnDLTNX8.35%4.35%3.34%—%—%0.73%
Fidelity Intermediate Municipal IncomeFLTMX8.064.673.293.624.480.35
Fidelity New Markets IncomeFNMIX4.602.775.246.058.790.82
Fidelity Strategic IncomeFADMX6.394.304.004.866.370.68
Metropolitan West Total ReturnMWTRX11.524.873.344.795.910.67
Vanguard High-Yield CorpVWEHX7.775.235.006.936.070.23
Vanguard Short-term Investment-GradeVFSTX6.153.172.662.663.830.20
Bloomberg Barclays US Agg Bond Index
9.64%4.62%3.01%3.79%5.15%

Source: Morningstar Inc.

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