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 November 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 StockDODGX16.97%10.15%16.36%7.19%9.48%0.52%
Fidelity New MillenniumFMILX20.699.4614.498.6711.000.57
Mairs & Power GrowthMPGFX17.809.3914.039.029.730.66
T. Rowe Price Blue Chip GrowthTRBCX36.5414.7818.8510.488.440.72
T. Rowe Price Dividend GrowthPRDGX20.6810.8914.998.457.260.64
T. Rowe Price ValueTRVLX21.089.1515.648.308.470.82
Vanguard Equity-IncomeVEIPX19.8910.3214.458.478.160.26
S&P 500-Stock Index
22.87%10.91%15.74%8.30%7.23%
Data through November 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 StockHSCSX18.43%9.53%14.17%11.25%—%0.89%
Parnassus Mid CapPARMX17.6010.4914.2310.110.99
Primecap Odyssey GrowthPOGRX32.1214.3519.4711.060.65
T. Rowe Price QM U.S. Small-Cap Growth EquityPRDSX22.4912.0116.7411.397.820.81
T. Rowe Price Small-Cap ValuePRSVX19.2012.9814.259.4910.190.80
Russell 2000 Index
18.34%11.14%15.02%8.75%8.01%
Data through November 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 MarketsBEXFX31.59%6.27%8.45%—%—%1.38%
Fidelity International GrowthFIGFX28.797.559.214.340.98
Oakmark InternationalOAKIX31.608.7611.436.519.260.95
T. Rowe Price International DiscoveryPRIDX36.6414.1713.916.4912.421.20
MSCI EAFE Index
27.27%5.97%8.24%1.55%5.21%
Data through November 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 HealthCareVGHCX19.76%6.73%17.69%11.29%12.88%0.37%
Vanguard WellingtonVWELX15.727.8810.767.327.970.25
MSCI Emerging Markets Index
32.826.15%4.61%1.36%
Data through November 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 ReturnDLTNX3.19%2.42%2.72%—%—%0.72%
Fidelity Intermediate Municipal IncomeFLTMX4.402.071.993.614.240.35
Fidelity New Markets IncomeFNMIX11.676.584.397.689.430.83
Metropolitan West Total ReturnMWTRX2.891.732.265.355.950.67
Pimco IncomePONDX9.055.736.348.860.79
Vanguard High-Yield CorpVWEHX8.225.255.336.845.940.23
Vanguard Short-term Investment-GradeVFSTX2.091.791.732.853.980.20
Bloomberg Barclays US Agg Bond Index
3.21%2.11%1.98%3.99%5.01%