Kiplinger's 25 Favorite No-Load Mutual Funds
Tool | Updated September 2019

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 October 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 GrowthDFDMX24.87%21.05%13.07%—%—%0.98%
Dodge & Cox StockDODGX6.5412.308.6312.609.000.52
Mairs & Power GrowthMPGFX14.0412.379.0313.179.490.64
T. Rowe Price Blue Chip GrowthTRBCX14.4119.3513.8516.187.560.70
T. Rowe Price Dividend GrowthPRDGX18.1815.1211.5513.427.500.64
T. Rowe Price ValueTRVLX12.9910.907.7112.398.000.78
Vanguard Equity-IncomeVEIPX13.1012.279.3613.147.670.27
S&P 500-Stock Index
14.33%14.91%10.78%13.70%6.12%
Data through October 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 CapPARMX16.51%12.07%9.59%13.24%—%0.99%
Primecap Odyssey GrowthPOGRX5.7515.2211.2814.320.64
T. Rowe Price QM U.S. Small-Cap Growth EquityPRDSX11.8815.0210.3515.748.330.80
T. Rowe Price Small-Cap ValuePRSVX7.5611.448.3412.2811.270.78
Wasatch Small Cap ValueWMCVX6.1812.038.7013.1711.981.20
Russell 2000 Index
4.90%10.96%7.37%12.27%8.11%
Data through October 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 MarketsBEXFX12.70%5.80%3.02%—%—%1.36%
Fidelity International GrowthFIGFX21.6612.437.378.990.94
Oakmark InternationalOAKIX9.336.884.147.347.850.96
AMG TimesSquare International Small CapTCMPX10.206.587.401.23
MSCI EAFE Index
11.04%8.48%4.31%5.41%3.71%
Data through October 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 HealthCareVGHCX8.18%11.45%7.45%14.29%11.45%0.34%
Vanguard WellingtonVWELX14.6110.968.1010.027.840.25
MSCI Emerging Markets Index
11.86%7.36%2.93%3.78%
Data through October 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 ReturnDLTNX8.22%3.17%3.14%—%—%0.73%
Fidelity Intermediate Municipal IncomeFLTMX8.293.062.883.544.360.37
Fidelity New Markets IncomeFNMIX7.742.653.755.959.540.83
Fidelity Strategic IncomeFADMX8.384.493.795.036.460.68
Metropolitan West Total ReturnMWTRX11.553.272.994.845.770.67
Vanguard High-Yield CorpVWEHX10.425.845.107.266.100.23
Vanguard Short-term Investment-GradeVFSTX6.262.482.372.683.800.20
Bloomberg Barclays US Agg Bond Index
11.51%3.29%3.24%3.73%5.01%
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