Kiplinger's 25 Favorite No-Load Mutual Funds
Tool | Updated May 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 April 30, 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 GrowthDFDMX6.93%16.80%12.58%—%—%0.98%
Dodge & Cox StockDODGX-12.641.724.849.397.770.52
Mairs & Power GrowthMPGFX-0.286.787.8410.599.090.65
T. Rowe Price Blue Chip GrowthTRBCX7.4816.4313.9815.267.320.69
T. Rowe Price Dividend GrowthPRDGX-0.228.929.1411.267.280.62
Vanguard Equity-IncomeVEIPX-7.294.136.1110.377.330.27
S&P 500-Stock Index
0.86%9.04%9.12%11.69%5.58%
Data through April 30, 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-8.86%3.26%6.03%9.98%—%0.99%
Primecap Odyssey GrowthPOGRX-8.006.278.5011.420.64
T. Rowe Price QM U.S. Small-Cap Growth EquityPRDSX-5.126.487.1312.156.500.79
T. Rowe Price Small-Cap ValuePRSVX-17.85-1.673.897.379.570.77
Wasatch Small Cap ValueWMCVX-23.91-1.582.097.988.891.20
Russell 2000 Index
-16.39%-0.82%2.88%7.69%6.29%
Data through April 30, 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-13.23%-1.39%0.01%—%—%1.35%
Fidelity International GrowthFIGFX0.866.174.757.490.99
Oakmark InternationalOAKIX-26.39-9.27-3.992.875.870.98
AMG TimesSquare International Small CapTCMPX-15.58-3.491.511.23
MSCI EAFE Index
-11.34%-0.58%-0.17%3.55%2.59%
Data through April 30, 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 PortfolioFSPHX25.53%15.34%9.12%17.55%10.48%0.70%
Vanguard WellingtonVWELX2.486.636.608.647.650.25
MSCI Emerging Markets Index
-12.00%0.57%-0.10%1.45%
Data through April 30, 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 ReturnDLTNX3.59%2.93%2.60%5.05%—%0.73%
Fidelity Intermediate Municipal IncomeFLTMX1.182.612.313.034.150.35
Fidelity New Markets IncomeFNMIX-9.14-2.571.584.198.050.82
Fidelity Strategic IncomeFADMX-0.812.162.703.996.130.68
Metropolitan West Total ReturnMWTRX10.474.993.514.605.950.67
TIAA-CREF Core Impact Bond FundTSBRX7.334.203.290.65
Vanguard High-Yield CorpVWEHX-1.522.543.525.755.730.23
Vanguard Short-term Investment-GradeVFSTX4.012.742.372.483.770.20
Bloomberg Barclays US Agg Bond Index
10.84%5.17%3.80%3.96%5.19%

Source: Morningstar Inc.

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