Kiplinger's 25 Favorite No-Load Mutual Funds
Tool | Updated April 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 March 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 GrowthDFDMX0.19%13.56%9.98%—%—%0.98%
Dodge & Cox StockDODGX-19.82-2.522.658.097.190.52
Mairs & Power GrowthMPGFX-7.853.375.209.798.720.65
T. Rowe Price Blue Chip GrowthTRBCX-2.8212.5110.7413.866.400.69
T. Rowe Price Dividend GrowthPRDGX-5.696.217.1510.486.830.62
Vanguard Equity-IncomeVEIPX-13.260.954.469.516.820.27
S&P 500-Stock Index
-6.98%5.10%6.73%10.53%4.79%
Data through March 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 CapPARMX-15.20%0.33%3.75%9.13%—%0.99%
Primecap Odyssey GrowthPOGRX-15.972.985.7910.400.64
T. Rowe Price QM U.S. Small-Cap Growth EquityPRDSX-13.772.533.8911.205.360.79
T. Rowe Price Small-Cap ValuePRSVX-23.14-4.961.126.819.060.77
Wasatch Small Cap ValueWMCVX-30.17-6.24-1.346.968.011.20
Russell 2000 Index
-23.99%-4.64%-0.25%6.90%5.28%
Data through March 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 MarketsBEXFX-20.59%-3.56%-1.27%—%—%1.35%
Fidelity International GrowthFIGFX-2.214.933.636.530.99
Oakmark InternationalOAKIX-29.51-11.30-5.741.705.190.98
AMG TimesSquare International Small CapTCMPX-19.39-4.780.421.23
MSCI EAFE Index
-14.38%-1.82%-0.62%2.72%1.99%
Data through March 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
Fidelity Select Health Care PortfolioFSPHX5.41%11.52%5.82%15.91%10.01%0.71%
Vanguard WellingtonVWELX-2.794.205.217.897.290.25
MSCI Emerging Markets Index
-17.69%-1.62%-0.37%0.68%
Data through March 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 ReturnDLTNX2.71%2.90%2.42%—%—%0.73%
Fidelity Intermediate Municipal IncomeFLTMX2.663.262.453.254.200.35
Fidelity New Markets IncomeFNMIX-10.94-2.601.974.077.800.82
Fidelity Strategic IncomeFADMX-3.451.372.203.775.870.68
Metropolitan West Total ReturnMWTRX7.934.412.974.585.760.67
TIAA-CREF Core Impact Bond FundTSBRX4.353.462.640.65
Vanguard High-Yield CorpVWEHX-3.771.692.935.535.570.23
Vanguard Short-term Investment-GradeVFSTX1.922.051.942.303.630.20
Bloomberg Barclays US Agg Bond Index
8.93%4.82%3.36%3.88%5.08%

Source: Morningstar Inc.

Sponsored Financial Content
Advertisement