Tool

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 one-year, and annualized three-, five-, 10- and 20-year returns, along with their expenses ratios, for each of the 25 funds.

Click on a fund's name to see a description of the fund's makeup, management and strategy, or click the ticker symbol for its daily market snapshot.

Data through June 30, 2017

Large-Company Stock Funds

FUND NAME SYMBOL 1-YR
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3-YR
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5-YR
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10-YR
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20-YR
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EXPENSE RATIO
Dodge & Cox StockDODGX28.65%8.48%16.36%5.89%9.45%0.52%
Fidelity New MillenniumFMILX19.465.9913.148.1110.750.57
Mairs & Power GrowthMPGFX12.137.7914.098.059.660.66
T. Rowe Price Blue Chip GrowthTRBCX27.8612.4216.939.438.120.72
T. Rowe Price Dividend GrowthPRDGX14.3510.0114.247.417.320.64
T. Rowe Price ValueTRVLX17.937.1115.406.628.400.82
Vanguard Equity-IncomeVEIPX13.578.4213.507.428.220.26
S&P 500-Stock Index
17.90%9.61%14.63%7.18%7.15%
Data through June 30, 2017

Small- and Midsize-Company Stock Funds

FUND NAME SYMBOL 1-YR
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3-YR
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5-YR
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10-YR
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20-YR
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EXPENSE RATIO
Homestead Small-Company StockHSCSX16.51%6.30%13.02%9.30%—%0.89%
Parnassus Mid CapPARMX16.319.2113.908.990.99
Primecap Odyssey GrowthPOGRX31.2811.9817.229.530.65
T. Rowe Price QM U.S. Small-Cap Growth EquityPRDSX21.389.3315.7110.067.660.81
T. Rowe Price Small-Cap ValuePRSVX24.357.5713.157.5610.310.80
Russell 2000 Index
24.60%7.36%13.70%6.92%7.98%
Data through June 30, 2017

International Stock Funds

FUND NAME SYMBOL 1-YR
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3-YR
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5-YR
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10-YR
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20-YR
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EXPENSE RATIO
Baron Emerging MarketsBEXFX18.21%1.88%8.63%—%—%1.38%
Fidelity International GrowthFIGFX16.364.469.470.98
FMI InternationalFMIJX16.587.1811.910.94
T. Rowe Price International DiscoveryPRIDX24.757.7713.365.4211.041.20
MSCI EAFE Index
20.27%1.15%8.69%1.03%4.29%
Data through June 30, 2017

Specialized/Go-Anywhere Funds

FUND NAME SYMBOL 1-YR
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3-YR
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5-YR
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10-YR
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20-YR
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EXPENSE RATIO
Vanguard HealthCareVGHCX11.57%10.69%18.52%11.43%13.05%0.37%
Vanguard WellingtonVWELX12.236.7510.376.908.010.25
MSCI Emerging Markets Index
23.75%1.07%3.96%1.91%
Data through June 30, 2017

Bond Funds

FUND NAME SYMBOL 1-YR
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3-YR
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5-YR
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10-YR
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20-YR
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EXPENSE RATIO
DoubleLine Total ReturnDLTNX1.16%2.79%3.33%—%—%0.72%
Fidelity Intermediate Municipal IncomeFLTMX-0.752.372.423.854.380.35
Fidelity New Markets IncomeFNMIX9.255.035.867.829.320.83
Metropolitan West Total ReturnMWTRX0.112.073.275.786.250.67
Pimco IncomePONDX9.355.397.889.090.79
Vanguard High-Yield CorpVWEHX10.234.616.166.626.100.23
Vanguard Short-term Investment-GradeVFSTX1.211.792.053.184.130.20
Bloomberg Barclays US Agg Bond Index
-0.31%2.48%2.21%4.48%5.24%