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 see one-year, and annualized three-, five-, 10- and 20-year returns, as well as expense rations, 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 August 31, 2017

Large-Company Stock Funds

FUND NAME SYMBOL 1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
EXPENSE RATIO
Dodge & Cox StockDODGX20.53%7.98%15.43%6.40%9.20%0.52%
Fidelity New MillenniumFMILX14.356.5613.068.4010.160.57
Mairs & Power GrowthMPGFX8.087.1113.027.979.500.66
T. Rowe Price Blue Chip GrowthTRBCX27.7913.2417.4210.078.310.72
T. Rowe Price Dividend GrowthPRDGX13.0010.1613.877.877.320.64
T. Rowe Price ValueTRVLX14.857.0914.607.298.170.82
Vanguard Equity-IncomeVEIPX12.788.5613.117.728.180.26
S&P 500-Stock Index
16.23%9.54%14.34%7.61%7.18%
Data through August 31, 2017

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
Homestead Small-Company StockHSCSX12.61%5.96%12.10%9.51%—%0.89%
Parnassus Mid CapPARMX11.369.4013.279.170.99
Primecap Odyssey GrowthPOGRX21.5911.3316.849.770.65
T. Rowe Price QM U.S. Small-Cap Growth EquityPRDSX15.619.1914.9310.347.390.81
T. Rowe Price Small-Cap ValuePRSVX16.168.6412.648.059.890.80
Russell 2000 Index
14.91%7.67%13.15%7.38%7.59%
Data through August 31, 2017

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 MarketsBEXFX20.28%4.28%9.38%—%—%1.38%
Fidelity International GrowthFIGFX15.485.819.180.98
Oakmark InternationalOAKIX30.686.3712.555.798.621.00
T. Rowe Price International DiscoveryPRIDX24.5910.3713.996.3211.641.20
MSCI EAFE Index
17.64%2.83%8.48%1.62%4.76%
Data through August 31, 2017

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 HealthCareVGHCX11.62%9.29%18.17%11.61%13.11%0.37%
Vanguard WellingtonVWELX10.866.7310.087.057.970.25
MSCI Emerging Markets Index
24.53%2.38%5.30%2.43%
Data through August 31, 2017

Bond Funds

FUND NAME SYMBOL 1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
EXPENSE RATIO
DoubleLine Total ReturnDLTNX2.17%2.93%3.12%—%—%0.72%
Fidelity Intermediate Municipal IncomeFLTMX0.722.522.523.914.390.35
Fidelity New Markets IncomeFNMIX8.485.705.358.189.260.83
Metropolitan West Total ReturnMWTRX0.622.192.885.696.190.67
Pimco IncomePONDX8.935.487.239.130.79
Vanguard High-Yield CorpVWEHX7.584.895.816.926.050.23
Vanguard Short-term Investment-GradeVFSTX1.501.991.953.144.090.20
Bloomberg Barclays US Agg Bond Index
0.49%2.64%2.19%4.40%5.22%