Kiplinger's 25 Favorite No-Load Mutual Funds
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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, 2023

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 StockDODGX1.95%18.48%9.52%11.28%9.91%0.51%
Fidelity Blue Chip GrowthFBGRX-1.7813.2213.5915.4511.490.76
Mairs & Power GrowthMPGFX2.3012.9510.7610.539.960.61
Primecap Odyssey GrowthPOGRX3.8913.547.2211.620.65
T. Rowe Price Dividend GrowthPRDGX3.8914.6111.8011.9310.130.64
Vanguard Equity-IncomeVEIPX2.2515.019.3210.199.780.28
S&P 500-Stock Index
2.66%14.52%11.45%12.20%10.02%
Data through April 30, 2023

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
DF Dent Midcap GrowthDFDMX-2.40%4.76%8.29%10.96%—%0.85%
Parnassus Mid CapPARMX-6.077.725.198.150.96
T. Rowe Price QM U.S. Small-Cap Growth EquityPRDSX3.869.676.8710.3610.750.80
T. Rowe Price Small-Cap ValuePRSVX-6.3213.774.957.849.800.79
Russell 2000 Index
-3.65%11.90%4.15%7.88%9.17%
Data through April 30, 2023

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-5.85%3.17%-2.50%2.34%—%1.38%
Brown Capital Management International Small CompanyBCSVX3.028.746.121.30
Fidelity International GrowthFIGFX7.839.386.836.851.01
Janus Henderson Global Equity Income HFQTX4.0411.783.354.671.01
MSCI EAFE Index
8.42%11.68%3.63%4.76%6.97%
Data through April 30, 2023

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 PortfolioFSPHX9.89%7.42%10.52%13.86%12.19%0.68%
T. Rowe Price Global TechnologyPRGTX-9.97-0.344.0414.8813.630.95
TCW Enhanced Commodity Strategy NTGABX-16.73%22.82%5.87%-0.24%0.75%
Data through April 30, 2023

Bond Funds

FUND NAME SYMBOL 1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
EXPENSE RATIO
Fidelity Intermediate Municipal IncomeFLTMX3.07%1.24%2.05%1.93%3.15%0.35%
Fidelity Strategic IncomeFADMX0.302.872.342.665.170.68
Metropolitan West Total ReturnMWTRX-1.60-3.181.081.254.320.65
T. Rowe Price Floating RatePRFRX3.465.893.293.300.75
TIAA-CREF Core Impact Bond FundTSBRX-1.49-2.620.801.550.64
Vanguard Emerging Markets BondVEMBX3.193.003.650.55
Vanguard High-Yield CorpVWEHX2.033.553.193.695.630.23
Vanguard Short-term Investment-GradeVFSTX1.680.071.671.522.660.20
Bloomberg US Agg Bond Index
-0.43%-3.15%1.18%1.32%3.17%

Source: Morningstar Inc.

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