Kiplinger's 25 Favorite No-Load Mutual Funds
Tool | Updated January 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 December 31, 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 GrowthDFDMX40.14%22.44%14.03%—%—%0.98%
Dodge & Cox StockDODGX24.8311.139.7212.609.070.52
Mairs & Power GrowthMPGFX28.3912.699.8612.979.890.64
T. Rowe Price Blue Chip GrowthTRBCX29.9721.8815.2415.977.480.70
T. Rowe Price Dividend GrowthPRDGX31.0215.6512.0613.307.900.64
T. Rowe Price ValueTRVLX26.2010.788.1912.098.250.78
Vanguard Equity-IncomeVEIPX25.2211.8110.0712.938.140.27
S&P 500-Stock Index
31.49%15.27%11.70%13.56%6.06%
Data through December 31, 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 CapPARMX28.75%11.65%9.88%12.76%—%0.99%
Primecap Odyssey GrowthPOGRX23.9716.0612.4714.170.64
T. Rowe Price QM U.S. Small-Cap Growth EquityPRDSX32.7614.7211.4615.267.450.80
T. Rowe Price Small-Cap ValuePRSVX25.848.089.1911.7011.300.78
Wasatch Small Cap ValueWMCVX23.6210.209.9112.6511.281.20
Russell 2000 Index
25.52%8.59%8.23%11.83%7.59%
Data through December 31, 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 MarketsBEXFX18.48%10.58%4.50%—%—%1.36%
Fidelity International GrowthFIGFX33.9615.389.078.830.99
Oakmark InternationalOAKIX24.217.265.077.307.730.98
AMG TimesSquare International Small CapTCMPX29.5710.678.691.23
MSCI EAFE Index
22.01%9.56%5.67%5.50%3.32%
Data through December 31, 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 HealthCareVGHCX22.93%14.15%8.80%14.35%11.77%0.34%
Vanguard WellingtonVWELX22.5110.728.569.908.010.25
MSCI Emerging Markets Index
18.42%11.57%5.61%3.68%
Data through December 31, 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 ReturnDLTNX5.65%3.51%2.90%—%—%0.73%
Fidelity Intermediate Municipal IncomeFLTMX6.554.052.863.484.360.37
Fidelity New Markets IncomeFNMIX10.894.045.316.159.110.83
Fidelity Strategic IncomeFADMX11.045.204.384.976.400.68
Metropolitan West Total ReturnMWTRX8.943.932.804.755.770.67
Vanguard High-Yield CorpVWEHX15.796.345.687.106.080.23
Vanguard Short-term Investment-GradeVFSTX5.742.852.462.663.780.20
Bloomberg Barclays US Agg Bond Index
8.72%4.03%3.05%3.75%5.03%
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