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 April 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 StockDODGX26.42%9.77%15.61%5.95%9.95%0.52%
Fidelity New MillenniumFMILX17.877.2512.218.4711.390.57
Mairs & Power GrowthMPGFX12.488.4313.308.2010.390.66
T. Rowe Price Blue Chip GrowthTRBCX22.5813.1814.639.268.440.72
T. Rowe Price Dividend GrowthPRDGX15.1510.6413.207.447.670.64
T. Rowe Price ValueTRVLX16.337.7714.026.648.900.82
Vanguard Equity-IncomeVEIPX14.979.0512.897.378.610.26
S&P 500-Stock Index
17.92%10.47%13.68%7.15%7.60%
Data through April 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 StockHSCSX19.10%8.16%13.10%9.85%—%0.89%
Parnassus Mid CapPARMX18.7110.1013.048.920.99
Primecap Odyssey GrowthPOGRX27.3213.3516.409.440.65
T. Rowe Price QM U.S. Small-Cap Growth EquityPRDSX22.6010.8314.2010.460.81
T. Rowe Price Small-Cap ValuePRSVX26.718.6112.307.6910.910.80
Russell 2000 Index
25.63%9.03%12.95%7.05%8.71%
Data through April 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 MarketsBEXFX19.25%3.19%6.49%—%—%1.38%
Fidelity International GrowthFIGFX11.443.857.530.98
FMI InternationalFMIJX15.957.5911.280.94
T. Rowe Price International DiscoveryPRIDX17.157.3910.885.4111.241.20
MSCI EAFE Index
11.329%0.86%6.78%0.87%4.72%
Data through April 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 HealthCareVGHCX8.89%11.38%17.75%10.59%13.54%0.37%
Vanguard WellingtonVWELX11.897.109.776.858.320.25
MSCI Emerging Markets Index
19.13%1.79%1.49%2.47%
Data through April 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 ReturnDLTNX1.78%3.03%3.38%—%—%0.72%
Fidelity Intermediate Municipal IncomeFLTMX-0.032.412.343.694.460.35
Fidelity New Markets IncomeFNMIX13.296.635.917.579.720.83
Metropolitan West Total ReturnMWTRX1.012.323.385.606.350.66
Pimco IncomePONDX9.055.687.938.720.79
Vanguard High-Yield CorpVWEHX9.704.736.136.316.230.23
Vanguard Short-term Investment-GradeVFSTX1.701.852.033.144.180.20
Bloomberg Barclays US Agg Bond Index
0.83%2.66%2.27%4.30%5.32%